In this episode of Dakota Live! Podcast, we sit down with Angela Williams, a Senior Investment Analyst at CIBC Private Wealth in Boston.
Angela brings over 25 years of industry experience to her role, where she is responsible for manager due diligence and selection for CIBC Private Wealth's Multi-Manager Investment Program.
Angela shares her insights into the rigorous process of manager research, emphasizing the critical balance between strategy differentiation and risk management. Whether it's her focus on building truly active portfolios or her approach to understanding a manager's character, Angela offers a deep dive into what it takes to identify and work with top-tier asset managers.
CIBC Private Wealth, managing over $100 billion in assets, provides customized wealth management solutions that integrate active and alternative strategies across asset classes. Known for their selective approach to external partnerships, CIBC balances a robust lineup of proprietary and external strategies, emphasizing due diligence and portfolio alignment to meet diverse client needs.
Angela’s work, rooted in a commitment to quality research and a nuanced understanding of active management, drives CIBC’s focus on sustained, risk-adjusted growth for its clients.
Tune in as Angela details her process for conducting comprehensive due diligence, her criteria for selecting managers who align with CIBC’s vision, and the importance of blending innovative strategies with traditional risk controls. From practical tips for institutional investors to valuable lessons for emerging managers, this episode is packed with insights into the world of investment analysis and decision-making at CIBC Private Wealth.