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)

Transcript for Guide to portfolio construction – Navigating a new world of investing. Opens in a new window.

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.

A guide to alternative investments (PDF, 880 KB) Opens in a new window.

Structured notes

Coming soon

Active versus passive investing

Coming soon

Investing style

Coming soon

Tactical asset allocation

Coming soon

Portfolio rebalancing

Coming soon

Join our complimentary webcast on January 28, where we’ll explore the various components of a well-constructed portfolio to help you thrive in this new age of investing.

Webcast details

When: Thursday, January 28, 2021

Time: 2:00 to 3:00 pm EST

Register now for the portfolio webcast. Opens in a new window.

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.