Think Locally, Act Globally

Our approach to investment management for our clients is to offer a broad opportunity set across asset classes, geographies and managers because we know from experience that is the best way to preserve and grow your assets.

Our Winning Approach

We live in a complex world where a single event can have global implications, so our responsibility to our clients is to know and understand what that means for investments, and to act accordingly. But we also live in a small world—yours. For your portfolio, we think locally—about your family and your goals and needs, and give you a customized investment portfolio that brings to you the best from the world's investment opportunities and managers.

Our investment platform has been repeatedly recognized for excellence within the industry:

Open Architecture

Some firms use the term "open architecture" to mean they act solely as a manager of external managers. At CIBC Atlantic Trust, open architecture means we are open to excellent investment ideas for our clients, whether they emanate from our select number of internal strategies or from external managers after thorough due diligence. We're committed to a broad, globally diversified investment offering and don't succumb to the "not invented here" mindset that can limit portfolio opportunities.

The Case for Active Management

While passive strategies tend to charge lower fees with mandates to match the performance of an index, investors should expect to almost fully capture market returns on the upside and to nearly match the index on the downside, as well.

On the other hand, active managers tend to be more expensive than passive strategies but can look quite different from their benchmarks. It is this differentiation that offers the potential to perform quite differently than the index—both in positive and negative market environments.

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CIBC Atlantic Trust Open Architecture

This graphic shows asset classes generally organized by low-to-high risk / return expectations. It is for illustrative purposes only and should not be considered an exact representation of performance.

Dave Donabedian, Chief Investment Officer

David L. Donabedian, CFA

Chief Investment Officer

"A guiding principle of our investment offerings to our clients is: Would we buy this for ourselves? This is particularly true for our internal, proprietary strategies, which are based on what we believe is truly differentiated expertise inside the firm. All internal strategies must set a high bar for the competition within their investment categories. When we combine that standard with the breadth of knowledge on our Multi-Manager Investment Team, which researches global external managers across a wide range of asset classes, we have something unique and incredibly strong."

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