CIBC Asset Management is launching CIBC Smart Investment Solutions to target the retail banking segment.

Interestingly, the portfolios combine active and passive strategies.

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CIBC Smart Investment Solutions feature five portfolios. The aim is to offer a modern approach to investing while considering client goals, life stage and risk profile.

Significantly, the portfolios blend traditional and non-traditional investments as well as extending availability to the mass market.

“CIBC Smart Investment Solutions provide our clients with modern, professionally-managed portfolios. It is designed to navigate changing markets while aligning with their investment goals,” says David Scandiffio, President and CEO, CIBC Asset Management.

“In today’s complex investing climate, we aim to give clients peace of mind by knowing their portfolio is always being taken care of by our team of experts.”

Each CIBC Smart Investment Solutions portfolio is comprised of traditional and non-traditional investments.

CIBC Smart Investment Solutions: for investments from C$500

This blends both active and passive investment strategies to ensure clients benefit from the perspective of professional management. And importantly, lower cost options like ETFs.

The portfolios include CIBC Multi-Asset Absolute Return Strategy. This is an alternative investment fund introduced in October 2018. The aim is to generate positive returns for investors regardless of market conditions, while managing volatility.

Continually monitored and rebalanced, the portfolios are designed to meet client needs whether they are income, balanced or growth-oriented investors.

“We know our clients need well-managed and diversified portfolios in order to achieve their goals. CIBC Smart Investment Solutions offer our clients the value and expertise they’re looking for,” Scandiffio adds.

CIBC Smart Investment Solutions are available to clients starting with a C$500 investment. They are also available via a regular investment plan with contributions from C$25 per month.

Maximum annual management fees range from 1.50% to 1.80% depending on the portfolio. In addition there is a fixed administration fee of 0.10% across all portfolios.