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The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. Within the asset classes, the Portfolio will invest primarily in Mutual Funds including savings, income, and growth funds. The Portfolio will focus primarily on generating a high level of regular income with a secondary focus on modest capital growth. The Portfolio will attempt to reduce its currency exposure to non-U.S. dollar currencies by implementing a currency hedging strategy that is aimed at protecting the Portfolio from non-U.S. dollar currency fluctuations in respect of units it owns in Underlying Funds.
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 | - | 2002 | 2023 |
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