Portfolio Construction | CIBC Asset Management

Navigating a new world of investing

Market and economic uncertainty, combined with relatively low expected returns for many asset classes, are making it harder for individuals and institutions to reach their financial goals. A thoughtfully designed portfolio that helps you embrace market opportunities while preparing for the unexpected has never been more important.

5 ways that portfolio construction can elevate your investing (PDF, 730 KB) Opens in a new window.

Video: Guide to portfolio construction – Navigating a new world of investing (1:36)

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Explore portfolio insights

There are several components of a well-constructed portfolio, including a robust strategic asset allocation that’s consistent with your long-term goals and objectives. A mix of asset classes such as equities, fixed income and alternatives, and strategies such as tactical asset allocation, active versus passive investing and portfolio rebalancing all have a role to play.

Explore the guides and expert insights below to help you thrive in this new age of investing.

Strategic asset allocation

The fundamental building block to help meet long-term investment objectives.

The role of strategic asset allocation (PDF, 550 KB) Opens in a new window.

Play video: Guide to portfolio construction – Strategic asset allocation (2:01) | Transcript

Fixed income

A source of stable expected return and income, diversification, liquidity and liability hedging.

The role of fixed income (PDF, 465 KB) Opens in a new window.

Play video: Guide to portfolio construction – Fixed income (2:17) | Transcript

Equities

Creating enhanced wealth opportunities over time.

The role of equities (PDF, 435 KB) Opens in a new window.

Play video: Guide to portfolio construction – Equities (1:22) | Transcript

Alternative investments

Assets and strategies to take you beyond traditional investments.

The role of alternative investments (PDF, 695 KB) Opens in a new window.

Play video: Guide to portfolio construction – Alternative investments (2:56) | Transcript

Structured notes

Participate in the markets while managing downside risk

The role of structured notes (PDF, 775 KB) Opens in a new window.

Play video: Guide to portfolio construction – Structured notes (1:49) | Transcript

Active versus passive investing

Choosing passive investing or active investing is about choosing an investing strategy.

What is passive and active investing? (PDF, 515 KB) Opens in a new window.

Investing style

Combine styles to help smooth your portfolio returns.

The role of style diversification (PDF, 880 KB) Opens in a new window.

Play video: Guide to portfolio construction – Investing style (3:05) | Transcript

Tactical asset allocation

Take advantage of short-term opportunities while managing volatility.

The role of tactical asset allocation (PDF, 560 KB) Opens in a new window.

Play video: Guide to portfolio construction – Tactical asset allocation (2:39) | Transcript

Portfolio rebalancing

Maintaining your portfolio’s edge.

The role of portfolio rebalancing (PDF, 545 KB) Opens in a new window.

Play video: Guide to portfolio construction – portfolio rebalancing (2:37) | Transcript

Let’s partner on your portfolio construction

Changing market conditions don’t change your goals. We can help you develop a targeted investment approach using the multi-asset solutions that work best for you.

Contact your CIBC advisor today to tailor your portfolio and help you get where you want to be.