We aim to earn the right to be our clients’ first choice by providing tailored investment solutions and high-quality service for institutional clients. Our teams strive to:
- ensure that your objectives are properly defined, clearly understood, and appropriately incorporated into a specific investment strategy
- collaborate with you and with professionals within RBC GAM, harnessing the experience of all relevant investment professionals and experts globally
- maintain effective communication and ensures clear, comprehensive, and timely reporting on an ongoing basis.
Here are a few examples of the types of institutional clients we serve:
Pension plans
We have a long-standing reputation among pension plan sponsors for adeptly understanding and addressing the wide range of objectives and regulatory requirements faced by corporate and public plans.
Insurance and financial companies
We deliver tailored solutions for insurance pools and other assets of financial companies, to address their diverse and often complex needs. We assess and provide strategies for risk management, asset allocation, and liability and credit analysis.
Institutions and organizations
Our clients include governments and educational, health care, religious, and other non-profit organizations, each with very distinct investment objectives, such as managing operating funds, liquidity needs, or benefit- or risk-related objectives.
Family offices and foundations
Collaborating with single- and multi-family offices, privately held family businesses, and related foundations, we focus on their distinct and evolving investment objectives, including capital growth, income generation, and capital preservation.
Indigenous communities1
Since the early 1990s, we have been working with Aboriginal trusts and other entities to help pursue investment and financial objectives in a way that is effective, informed, and collaborative. This extensive experience, along with our commitment to providing educational resources, has resulted in long-standing partnerships with Aboriginal communities across Canada.
1 In Canada