Custom Multi-Asset Solutions

Portfolios tailored to the specific objectives, risk tolerances, and circumstances of institutional investors

Working collaboratively with our clients and their consultants, we are able to provide institutional investors with custom portfolios of pooled funds tailored to their specific needs. Our clients have access to a full spectrum of asset classes and investment strategies managed by dedicated teams across RBC Global Asset Management's (RBC GAM) global network of 17 investment teams. Our institutional portfolio managers provide these clients with education, advice, reporting, compliance monitoring and other services, depending on their specific needs.

Our approach

We have extensive experience providing strategic asset mix and allocation guidance to institutional investors.


Broad set of capabilities

Our expertise spans equities, fixed income, and alternatives in private and public markets.

$147B+

In balanced products managed by the RBC Portfolio Solutions Team.
(As of 12.31.23)

$25B+

In balanced mandates managed by PH&N Institutional on behalf of Canadian institutional investors.
(As of 12.31.23)

60

Years of experience working with institutional investors

Tactical asset allocation

Disciplined approach to add value while controlling risk.

Risk monitoring

Dedicated risk management professionals both at an investment team and oversight level.

ESG integration

At RBC GAM, our approach to responsible investment is comprised of 3 pillars: environmental, social, and governance (ESG) integration, active stewardship, and client-driven solutions and reporting.1

1,800+2

Engagements completed in 2023

34,8703

Total proposals voted in 2023

Strategic advice & portfolio modelling

Thoughtful investment policy design informed by quantitative portfolio modelling and a collaborative approach.

180

Average distinct client projects per year

290

Data set variables included in our modelling framework to create unlimited custom scenarios

Capabilities Asset allocation Risk monitoring ESG integration Strategic advice Customized solution with ongoing support

Strategies

Custom balanced solutions are developed to deliver the most relevant aspects of RBC GAM investment allocation expertise to each institutional client, leveraging expertise in equities, fixed income and alternatives in private and public markets.

For investors who prefer the simplicity of a pre-set multi-asset solution:


Strategic advisory and portfolio modelling

Our Investment Portfolio Solutions (IPS) group provides portfolio analytics and quantitative risk modelling to help stakeholders assess the risk/reward impact of different strategic investment decisions and make informed choices.

Institutional client case study

We were hired by a client seeking a manager for three separate portfolios, each held for a different purpose. Based on a discussion with the client that covered their objectives, time horizon, risk tolerance, investment beliefs, liquidity needs, and other considerations, we proposed the following three portfolios. Each portfolio is comprised of a custom mix of actively managed pooled funds.

Our Institutional Portfolio Managers helped the client re-write their investment policy statement for these portfolios. In subsequent meetings with their investment committee, we dove deeper into each of the components, how they complement one another, and how the portfolio should be expected to perform in different market environments.

Portfolio opportunity set and efficient frontier

Opportunity set

Connect with our team to learn more