[This video uses animation to illustrate spoken content. The CIBC logo appears with the video title, “Balanced Asset 10 Index™”]
Introducing the Balanced Asset 10 Index™ from CIBC Capital Markets,
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a leading North American financial institution at the forefront of index construction.
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By leveraging a classic 60/40 approach to portfolio allocation in combination with rebalancing and volatility control features,
[The square expands into a rectangle. Text reads, “60% Blackrock iShares Core S&P 500 ETF (IVV)” on one section, and “40% Blackrock iShares 20+ Year Treasury Bond ETF (TLT)” on the other section.]
the Balanced Asset 10 Index™ seeks to provide excess returns across market conditions through a tactical combination of equity and fixed income ETFs developed by Blackrock.
[Text reads, “Strategic, Balanced Exposure.”]
Strategic, balanced exposure
[The divided rectangle reappears. A positive bar chart appears on the left section. A gauge labelled “Risk” appears on the right section.]
Through the 60% equity ETF exposure, the Index targets consistent returns over time and across market conditions, while the 40% fixed income ETF allocation seeks to moderate the overall risk of the portfolio. Each month, the Index is rebalanced back to 60/40 weights.
[Text reads, “Innovative Construction Features.”]
Innovative construction features
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Index volatility is managed at 10% using custom volatility control strategies,
[The line chart is replaced by the divided rectangle. A new section appears on the left, with the text, “Cash.”]
which shift a percentage of assets into cash as required, capping leverage at 150%.
The end result?
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Whether the market is high or low, investors get transparent, balanced, diversified exposure
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without losing the opportunity to take advantage of market movements with daily liquidity.
The Balanced Asset 10 Index™.
A distinct mix of assets and construction features designed to generate excess returns while effectively managing risk.
[The CIBC logo appears. Text reads, “CIBC Capital Markets”]