CIBC Asset Management announced today the appointment of Federated MDTA LLC, a Federated Advisory Co,, (MDT Advisers) as portfolio sub-advisor of the CIBC U.S. Small Companies Fund, replacing Wellington Management Co., LLP.
The change is effective September 1.
“CIBC Asset Management continues to focus on partnering with portfolio managers who can help maximize returns and manage risk for our clients,” says Steve Geist, president of CIBC Asset Management.
“We are pleased to add MDT Advisers to our product line-up,” adds Geist. “We are confident that their unique investment process and proven investment management expertise will enhance the long-term performance potential for our clients in the CIBC U.S. Small Companies Fund.”
MDT Advisers is a quantitative investment management firm located in Boston. Founded in 1988, the firm is owned by Federated Investors, Inc., one of the largest investment managers in the United States.
MDT Advisers’ small cap core investment strategy is based on a quantitative approach that selects securities from a universe of smaller, emerging, primarily U.S. stocks within the Russell 2000 index. The firm uses a proprietary multi-factor model that is focused on earnings, growth and balance sheet measures. The process by which investment decisions are made is based on optimizing the multi-factor model, while simultaneously considering the trading costs and risk constraints of the portfolio.