Company Summary

CIBC Global Asset Management is an investment company that combines the flexibility, focus and dynamism of a boutique firm with the robustness and resources of a large financial institution.

We forge partnerships with clients through sharing knowledge, learning and building consensus.

CGAM is focused on creating a winning culture for our employees where thought leadership is an integrated function within the firm, where collaborative problem solving is encouraged, and where talented people operate with integrity and accountability to help our clients achieve what matters to them.

Adhering to our vision to be recognized and respected as the top money manager, the firm focuses on meeting the evolving needs of institutional clients by delivering outstanding investment solutions. This is achieved through dedication to thought leadership and management excellence. Our key strengths are:

– A conservative investment bias
– A solutions-driven approach, resulting in the flexibility to customize our products to forge long-term partnerships with our clients
– A strong compliance culture
– A multi-product offering
– Our adherence to investment style

Source: CIBC Global Asset Management

Unique Value Proposition

Mission

Our mission is to forge partnerships with clients by delivering outstanding investment solutions through our dedication to thought leadership and management excellence. We believe each client has unique needs and we take great care to manage each client’s portfolio according to their particular objectives. Accordingly, we view ourselves as a partner with our clients in order to meet the mandate objectives.

Vision

To be recognized and respected as the top money manager.

At CIBC Global Asset Management, we recognize that the foundation for success lies with our investment professionals. As such, we provide an environment where decision making and fundamental research are integrated functions within the firm. This structure allows our investment teams to operate in a disciplined, democratic fashion and to maintain a long term investment philosophy.

Values – Trust, Teamwork, Accountability

At CIBC Global Asset Management, values shape our everyday decisions and actions.

Trust: Acting with integrity, honesty and transparency.

Teamwork: We are passionate about relationships. We work collaboratively with others and build strong relationships with clients, colleagues and within the community.

Accountability: Accepting overall responsibility for our behaviour, decisions and outcomes in all relationships – with colleagues, clients and the community.

Philosophy

We believe that thorough research guided by a rigorous process will yield better results. For CIBC Global Asset Management, this is a core belief that has sustained us since our founding.

CIBC Global Asset Management’s product portfolio, however, continuously evolves. We adapt our products to clients’ changing needs and to new market realities.

Partnerships

We are deeply committed to our clients, which helps explain why many have been with us for more than 30 years. Since 1973, we have been managing portfolios for our diversified list of clients including, but not limited to, prestigious pension plans, endowments, foundations, not-for-profit organizations, insurance companies and sub-advisory relationships.

CIBC Global Asset Management’s investment professionals combine their knowledge, talent and experience to offer one of Canada’s most in-depth investment management platforms encompassing a wide variety of products that spans and incorporates the equities, fixed income, and quantitative and asset allocation asset classes.

Our clients include public and private retirement plans of all sizes, large corporations, non-profit organizations, insurance companies, institutions, endowments and foundations.

Investment Solutions

We are a solutions-oriented firm. We offer multiple products across asset classes, so we can provide you with a customized solution to meet your needs. We have a full asset allocation team and offer overlay alternatives, such as tactical asset allocation, currency management and commodities to add value to our clients’ portfolios.

We believe that thorough research guided by a rigorous process will yield better results. For CGAM, this is a core belief that has sustained us since our founding in 1972. CGAM’s portfolio of investment strategies and solutions, however, continuously evolves. We adapt our products to clients’ changing needs and to new market realities.

Management Excellence

Our clients also benefit from the advice and personalized service of an experienced and dedicated client relationship team. CIBC Global Asset Management strengths are bolstered by the technology, legal and compliance support it gets from its parent, CIBC, one of Canada’s foremost and best-capitalized Canadian financial institutions.

Each team at CIBC Global Asset Management focuses on its own field of expertise while drawing on the depth of knowledge of the entire firm to deliver superior products, innovative solutions and outstanding customer service for its institutional clients within a framework of strong governance.

Thought Leadership

Thought leadership is an integrated function within CIBC Global Asset Management (CGAM) designed to deliver investment perspectives on key topics of interest to institutional investors. The team leverages the deep and diverse investment expertise across CGAM to provide our client base with our research insights and expertise on industry issues and themes that matter most to them.

At CGAM, thought leadership takes many different forms, from white papers and timely reports to industry conferences, webcasts, speaking engagements and dialogue with individual clients. The breadth of subjects it encompasses is as diverse as the financial markets themselves.

Thought leadership builds trust. Trust is a central value of CGAM and encompasses integrity, honesty and transparency in all relationships. Trust is built on reputation, not on advertising and self-promotion. It is built on what others say about you.

Through these publications and communication resources we have assembled an extensive knowledge base which shows that we understand and care about the investment issues that matter to you.

Source: CIBC Global Asset Management

AUM ($Bil)

183.2

Year Founded

1972

Key Personnel

David Scandiffio, President & CEO
Gary Grad, Managing Director & CIO
Doug MacDonald, Managing Director & Head, Institutional Asset Management

Address

1000 de La Gauchetiere West
Montreal, Quebec
H3B 4W5

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