Asset Allocation

A more thoughtful approach to diversification and enhancing expected returns

Our Multi-Asset and Currency Management Team has managed multi-asset strategies since 2002. We’ve maintained the same broad investment philosophy, but evolved our investment processes to ensure they remain state-of-the-art. Our processes integrate rigorous quantitative models with top-down macroeconomic fundamental judgment and have proven to be robust and diversifying. They have resulted in attractive long-term performance across many different macroeconomic and geopolitical environments, while meeting the challenges of many varieties of market risk.

Our asset allocation strategies range from traditional balanced mandates to sophisticated overlay solutions and standalone absolute return strategies, as well as commodity-indexing strategies.

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Our asset allocation capabilities

Absolute return strategies

Multi-asset

Our multi-asset absolute return strategy is a top-down multi-asset macro fund. It targets an attractive, diversifying absolute return, with shorter and shallower capital drawdowns than traditional equity-centric strategies. It encompasses investments in a broad range of assets, using a mix of long- and short-only and long-short positioning.

Learn more about the CIBC multi-asset absolute return strategy (PDF, 325 KB) Opens a new window in your browser.

Hedge fund-of-funds

The CIBC Atlas Point Global Multi-Strategy Canada Fund is a “hedge fund of hedge funds” portfolio which invests in an underlying fund that employs a micro-thematic investment strategy. It primarily focuses on identifying assets and strategies that provide asymmetric returns; which may not be easily captured through traditional investment strategies.

Learn more about the CIBC Atlas Point Global Multi-Strategy Canada Fund (PDF, 765 KB) Opens in a new window.

Video: CIBC Atlas Point Global Multi-Strategy Canada Fund (3:00)

Understanding the Atlas Point Global Multi-Strategy Canada Fund’s key thematic allocations and investment strategy.

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Single asset

Currencies

Our active currency strategies seek to provide a capital efficient, diversifying source of return.

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Equities

The equity country allocation portion of our tactical asset allocation strategy is fully portable and can be deployed as a standalone overlay strategy.

Global bonds

The bond country allocation portion of our tactical asset allocation strategy is fully portable and can be deployed as a standalone overlay strategy.

Traditional balanced mandates

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 expected to deliver uncorrelated absolute return that enhances the performance of underlying portfolios.

Commodities

We offer both a standard passive commodities index strategy and 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 more about our currency management strategies, contact us at institutional@cibc.com Opens your email app..