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Cibc Balanced Index (0P000070BP)
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04/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 3.72B
CIBC Balanced Index
20.419
-0.002
-0.01%
- Overview
- Profile
- Historical Data
- Holdings
0P000070BP Overview
On this page you'll find an in-depth profile of Cibc Balanced Index. Learn about the key management, total assets, investment strategy and contact information of 0P000070BP among other information.
Investment Strategy
The fund seeks to provide both long-term growth through capital appreciation and income by investing primarily in a combination of debt instruments, equity securities and options, futures, and forward contracts based on Canadian, U.S., and international stock market indices. To achieve its investment objectives, the fund uses passive management strategies to create a portfolio with characteristics similar to a blended index that allows the Fund to obtain a return that approximates the performance of the index. The blended index is comprised of 35% FTSE Canada Universe Bond Index, 35% S&P/TSX Composite Index, 15% S&P 500 Total Return Index, 8% FTSE Canada 91 day T-Bill Index, and 7% MSCI EAFE Index.
Contact Information
Address
Suite 2230
Toronto,ON M5J 2S1
Canada
Toronto,ON M5J 2S1
Canada
Phone
(416) 364-5620
Fax
(416) 364-4472
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Patrick Thillou | Vice President, Member | 2008 | Now |
| Biography | Patrick Thillou is responsible for developing initiatives that improve and refine investment processes and infrastructure to support and monitor portfolio management activities. Mr. Thillou is also responsible for the management of various structured, passive and overlay strategies and the oversight of trading activities for derivatives and for non-derivatives instruments. Prior to joining CIBC Asset Management’s predecessor firm in 1997, Mr. Thillou worked as a Business Analyst at Dun & Bradstreet. Mr. Thillou holds a Bachelor of Economics degree from the Université de Montréal. | ||
| Jacques Prevost | Member | 2007 | 2023 |
| Biography | Jacques Prévost joined CIBC Global Asset Management Inc. in June 1999. Jacques Prévost specializes in active corporate bond management applied to both asset-only and asset-liability portfolios. He also oversees a team responsible for quantitative and structured solutions, and contributes to the firm's research specialization model. Mr. Prévost holds an Honours Bachelor of Science degree from the University of Toronto. He is also a CFA charterholder. | ||
| Karl Gauvin | Vice President, Member | 2001 | 2009 |
| Biography | Vice President of CIBC Global Asset Management Inc since 1998 and CIO of TAL since 2000. Mr. Gauvin was previously assistant Vice president CIBC International Specialized Products Team and he is a member of CIBC's Global Asset Mix Team. He is responsible for over $5 billion in assets under his management. | ||
| Luc de la Durantaye | Head | 2007 | 2008 |
| Biography | Luc de la Durantaye is Chief Investment Strategist, MD & CIO, Multi-Asset and Currency Management at CIBC Asset Management (CAM). He leads a team of over twenty portfolio managers, analysts and traders who are responsible for strategic and tactical asset allocation, currency management and absolute return strategies. He is also a member of CAM's Investment Committee. He received his Bachelor of International Finance from École des Hautes Études Commerciales in Montreal. He is also a CFA charterholder. | ||
| Maxime Gerin | - | 2001 | 2003 |
| Jean-Guy Desjardins | Other Executives | 1999 | 2001 |
| Biography | Mr. Desjardins is the President, CEO, Chairman of T.A.L. Investment Counsel Ltd. He has managed the Fund since its inception. To him, T.A.L. is a Canadian pioneer in asset allocation. | ||
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