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The Portfolio seeks to create a diversified portfolio of investments across several asset classes; to emphasize foreign investment exposure (which excludes Canada); to invest primarily in mutual funds; and to achieve long-term capital growth by investing primarily in U.S. and international equity mutual funds that provide exposure to a number of industrialized countries outside of Canada including countries in Europe, the Far East, and Asia and emerging market countries, with some global exposure to fixed income securities for diversification. The overall fund objective can be considered aggressive.
Name | Title | Since | Until |
---|---|---|---|
David Wong | CIO (Chief Investment Officer) | 2023 | Now |
Biography | David leads CIBC Asset Management’s Portfolio Solutions, Manager Research and Investment Oversight efforts. His team’s functions include manager research and selection, portfolio construction, operational research, trading, and risk monitoring for over $174 billion of Assets Under Management (as of December 31, 2021). Prior to joining CIBC Asset Management in July 2011, David spent 13 years at a global investment firm based in New York and Toronto as a Senior Research Analyst, covering a broad spectrum of fixed income strategies on behalf of institutional and retail clients. David has an Honours Bachelor of Commerce from McMaster University, is a CFA Charterholder and holds the Financial Risk Manager (FRM) designation from the Global Association of Risk Professionals. | ||
Leslie Alba | Director | 2023 | Now |
Not Disclosed | - | 2005 | 2023 |
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