OPEN ARCHITECTURE.
SPECIALIZED INVESTMENT EXPERTISE.
ONE SIMPLE SOLUTION.
Name
Date 00, 2014
Contents
1. Investor Challenges
2. The Solution: Axiom Portfolios
3. Axiom Portfolios: The Five Principles of Wealth
Investor Challenges
Investors are looking for three key things for their
investment portfolio:
 Performance to grow their wealth
 Lower volatility to protect their wealth
 Flexibility in pricing and income solutions
Investor Challenges
The challenge is having the time, knowledge and
expertise to:
 Design a portfolio tailored to unique goals and risk
profiles
 Monitor the portfolio and make day to day investment
decisions
 Do all of this cost-effectively
The Solution
Axiom Portfolios provide investors with the features
and benefits of sophisticated portfolio management,
while simplifying the reporting, management and
administration of their portfolio
Axiom Portfolios
An all-in-one portfolio solution that leverages the benefits of:

Open Architecture

Specialized Investment Expertise

Investment Management Research
Features:

8 Portfolio Options

3 Flexible Pricing Options

3 T-Class Options
Axiom Portfolios: The Five Principles of Wealth
Axiom Portfolios are built on the five principles of wealth, a set of
beliefs that form the foundation of wealth accumulation and
protection over the long term.
Principle
Benefit
Axiom
Wisdom
Knowledge through
experience
Global investment managers
Peace of Mind
Comfort and reliability
Investment Manager Research
Team, Portfolio design
Confidence
Ability to reach your goals
and satisfy unique needs
Tailored investment solutions,
pricing and T-class
Clarity
Freedom from ambiguity
and complexity
Straightforward portfolios,
clear reporting
Significance
Respect, advice and
service
Personal service from a
dedicated financial advisor
The Principle of Wisdom
Open Architecture = Choice
WISDOM
 Specialist versus Generalist
model
 Diversification across asset
classes, geographic regions and
investment styles
 Specialized investment
expertise on each element of
the portfolios
Specialized Investment Expertise
WISDOM
The Principle of Peace of Mind
Investment Management Research (IMR)
PEACE OF MIND
Creating value for Clients through
the relentless pursuit of Alpha
Research NOT Search
PEACE OF MIND
Research NOT Search
PEACE OF MIND
Breadth + Flexibility = Risk Adjusted Return Potential

Greater exposure across the
style spectrum gives more
breadth to the portfolio
allowing it to be rewarded
across the market cycle.

Overcomes the challenges of
different market environments
through a carefully
constructed portfolio of
complementary managers.
The Principle of Confidence
The Principle of Confidence
CONFIDENCE
Flexible pricing, income
solutions and tailored portfolio
options provide additional
value and choice
Three Flexible Pricing Options
CONFIDENCE
Select and Elite Class provides additional value for larger
investments
Householding
CONFIDENCE
Build and save through preferred pricing
Three Income Solutions: T-Class
CONFIDENCE
A tax-efficient way to draw regular cash flow from your
investments
Eight Tailored Portfolio Solutions
CONFIDENCE
Portfolio solutions cater to diverse investment profiles
The Principle of Clarity
The Principle of Clarity
CLARITY
The Principle of Significance
The Value of Advice
SIGNIFICANCE
Did you know?
 Most investors begin to work with
an advisor when they have only
modest savings (57% had less
than $25K) (Pollara Research)
 Advised clients maintain a long
term strategy and avoid
emotional investing habits
Axiom Portfolios: Disclaimer
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund
investments. Please read the Axiom Portfolios simplified prospectus before investing. Select and Elite Class:
There will be no automatic transfer into the Select Class (including Select-T4 Class, Select-T6 Class, or SelectT8 Class) or Elite Class (including Elite-T4 Class, Elite-T6 Class, or Elite-T8 Class) from other Axiom classes
when the minimum investment of the Select classes or Elite classes has been reached. Conversions and
switches into the Select classes or Elite classes will be subject to the minimum investment requirements
governing each class. As a result, an investor must hold a minimum investment of $250,000 to convert or switch
into the Select classes, and $500,000 to convert or switch into the Elite classes. Note: See the simplified
prospectus for the tax treatment of conversions and switches. The information presented is accurate at the time
this presentation was created, and is subject to change without notice. Management fees for Class A and Class
F units are outlined in the Simplified Prospectus of the Portfolios. Management fees for the units of the Select
classes and Elite classes will vary but will not exceed the difference between the capped MER for that Class and
the Portfolio’s operating expenses. No management fees are payable by the Portfolio that would duplicate a fee
payable by the Underlying Pool(s) for the same service. Mutual funds are not guaranteed, their values change
frequently, and past performance may not be repeated. This material was prepared for investment professionals
only and is not for public distribution. It is for informational purposes only and is not intended to convey
investment, legal, or tax advice. The material and/or its contents may not be reproduced without the express
written consent of CIBC Asset Management. Renaissance Investments and Axiom Portfolios are offered by
CIBC Asset Management Inc. ®Axiom, Axiom Portfolios and ®Renaissance Investments are registered
trademarks of CIBC Asset Management Inc.