CIBC Asset Management now offers CIBC Education Portfolios: A simple solution for education savings

TORONTO, July 7, 2025 /CNW/ - CIBC (TSX: CM) (NYSE: CM) – CIBC Asset Management Inc. (CAM) today launched the CIBC Education Portfolios, a suite of five portfolio solutions designed to simplify education savings for Canadian families. These portfolios include four target date portfolios and one graduation portfolio:

• CIBC Target 2030 Education Portfolio
• CIBC Target 2035 Education Portfolio
• CIBC Target 2040 Education Portfolio
• CIBC Target 2045 Education Portfolio
• CIBC Graduation Portfolio

"Investing for education is one of the most important decisions a family can make, but it can also be one of the most financially challenging," said Eric Bélanger, Executive Vice-President & Head, CIBC Global Asset Management. "The CIBC Education Portfolios are designed to simplify the process for clients, providing a straightforward, goals-based solution to help families achieve their education savings needs."

The CIBC Education Portfolios are tailored to help clients save for post-secondary education by offering a professionally managed, time-horizon based investment strategy. The target date is the year closest to when the post secondary education is expected to begin. The target date solutions follow a glidepath that automatically adjusts the asset mix over time, transitioning from growth-focused equity investments in the early years to more conservative fixed-income investments as the target date of the portfolio approaches.

In the last six months of its target year, it is expected that each of the CIBC Target Education Portfolios will be merged into the Graduation Portfolio. The Graduation Portfolio is tailored for the withdrawal phase and seeks to provide a stable level of income and capital preservation while providing easy access to funds to pay for education expenses when needed.

Clients benefit from a simple, hands-off investment approach that aligns with their education timeline, and these financial solutions work together with Registered Education Savings Plans (RESPs) offering the benefits of government grants, tax-deferred growth, and flexible contribution options.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus, Fund Facts or the ETF Facts documents before investing. To obtain a copy, call 1-888-888-FUND (3863). Alternatively, you may obtain a copy from your advisor. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

About CIBC

CIBC is a leading North American financial institution with 14 million personal banking, business, public sector and institutional clients. Across Personal and Business Banking, Commercial Banking and Wealth Management, and Capital Markets, CIBC offers a full range of advice, solutions and services through its leading digital banking network, and locations across Canada, in the United States and around the world. Ongoing news releases and more information about CIBC can be found at https://www.cibc.com/en/about-cibc/media-centre.html

About CIBC Asset Management

CIBC Asset Management Inc. (CAM), the asset management subsidiary of CIBC, provides a range of high-quality investment management services and solutions to retail and institutional investors. CAM's offerings include: a comprehensive platform of mutual funds, strategic managed portfolio solutions, discretionary investment management services for high-net-worth individuals, and institutional portfolio management. CAM is one of Canada's largest asset management firms, with over $227 billion in assets under administration as of May 2025.

CIBC Global Asset Management (CGAM) is the tradename representing the asset management business of CIBC with over $250 billion in assets under management in Canada and $120 billion in assets under management in the U.S.* With over fifty years of experience designing and implementing client solutions, CGAM offers a broad range of high-quality global investment management solutions to individual and institutional clients. 

* CGAM represents CIBC Asset Management Inc. (CAM) and CIBC Private Wealth Advisors Inc. (CIBC PWA). Figures represent Canadian assets under management by CAM (which includes $48 billion in multi-asset and notional currency overlay mandates and $28 billion in third party sub-advised assets) and U.S. assets under management by CIBC PWA, respectively, as at March 31, 2025. All figures expressed are in Canadian dollars.

SOURCE CIBC