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Asset Allocation

Asset Allocation

Global Asset Allocation

Our asset allocation strategies range from traditional physical balanced mandates to sophisticated overlay solutions focused on uncorrelated absolute return, as well as commodities.

Balanced Mandates

Balanced mandates are offered on a pooled basis or customized on a segregated account basis. The asset mix can be tactically managed or follow pre-determined investment guidelines with automatic rebalancing.

Tactical Asset Allocation Mandates

Our Global Tactical Asset Allocation strategy aims to improve the risk/return profile of portfolios using lower volatility and competitive performance relative to traditional asset categories. Our Tactical Asset Allocation Overlay strategy is designed to deliver uncorrelated absolute return.

Currency Overlay

Our currency overlay approach aims to add value by taking currency positions regardless of the underlying foreign currency exposure. Learn more about currency management.

Equity Overlay

The equity country allocation portion of our Tactical Asset Allocation strategy is fully portable and can be deployed as a stand-alone overlay strategy.

Bond Overlay

The bond country allocation portion of our Tactical Asset Allocation strategy is fully portable and can be deployed as a stand-alone overlay strategy.

Commodities

We offer both a standard passive commodities index strategy as well as an enhanced index strategy. Combining top-down economic analysis with bottom-up research, we ensure financial and commodity markets are covered from all angles. This allows us to deliver consistent value to our clients' portfolios.

To learn about our pooled and segregated strategies, contact us at institutional@cibc.com