Mutual Fund Launch

CIBC
CIBC Global Asset Management is the investment management division of one of Canada's Big Five banks, offering a full range of mutual funds, ETFs, alternatives and portfolio solutions to Canadian investors and advisors.

Challenge
The launch of CIBC's new Education Portfolios required a complete suite of advisor-facing materials, all ready in time for a fast-approaching go-live date. 

Rush timelines meant multiple deliverables had to be developed and designed concurrently, with no room for delays.

Solution
We mobilized quickly to develop and design four distinct pieces – a product feature sheet, a glidepath one-pager, 
a launch brochure and an infographic – delivering them in parallel to meet the hard launch deadline.

CIBC Education Portfolios advisor brochure spread showing glidepath chart and portfolio selection guide
Image 2 CIBC Education Portfolios four-page advisor feature sheet displaying fund details, RESP savings projections, and key benefits
Image 3 CIBC Education Portfolios product feature sheet and glidepath one-pager showing portfolio asset mix by year of birth
Image 4 CIBC Education Portfolios launch brochure spread featuring target date investing overview, RESP savings charts, and asset allocation glidepath