Introducing the Balanced Asset 5 Index™ from CIBC Capital Markets
A leading North American financial institution at the forefront of index construction.
By leveraging a classic 60/40 approach to portfolio allocation
in combination with rebalancing and volatility control features,
the Balanced Asset 5 Index™ seeks to provide excess returns across market conditions
through a tactical combination of equity and fixed income ETFs developed by Blackrock.
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.
Index volatility is managed at 5% using custom volatility control strategies,
which shift a percentage of assets into cash as required, capping leverage at 150%.
The end result?
Whether the market is high or low,
investors get transparent, balanced, diversified exposure
without losing the opportunity to take advantage of market movements with daily liquidity.
The Balanced Asset 5 Index™.
A distinct mix of assets and construction features,
designed to generate excess returns while effectively managing risk.