You are currently viewing the United States website Institutional website. You can change your location here or visit other RBC GAM websites.

Welcome to the RBC Global Asset Management site for Institutional Investors

In order to proceed to the site, please accept our Terms & Conditions.

This RBC Global Asset Management (U.S.) Website is intended for institutional investors only.

For purposes of this Website, the term "Institutional" includes but is not limited to sophisticated non-retail investors such as investment companies, banks, insurance companies, investment advisers, plan sponsors, endowments, government entities, high net worth individuals and those acting on behalf of institutional investors. The Website contains information, material and content about RBC Global Asset Management (collectively, the “Information”).

The Website and the Information are provided for information purposes only and do not constitute an offer, solicitation or invitation to buy or sell a security, any other product or service, or to participate in any particular trading strategy. The Website and the Information are not directed at or intended for use by any person resident or located in any jurisdiction where (1) the distribution of such information or functionality is contrary to the laws of such jurisdiction or (2) such distribution is prohibited without obtaining the necessary licenses and such authorizations have not been obtained. Investment strategies may not be eligible for sale or available to residents of certain countries or certain categories of investors.

The Information is provided without regard to the specific investment objectives, financial situation or particular needs of any specific recipient and does not constitute investment, tax, accounting or legal advice. Recipients are strongly advised to make an independent review with an investment professional and reach their own conclusions regarding the investment merits and risks, legal, credit, tax and accounting aspects of any transactions.

Accept Decline

The RBC Portfolio Solutions Team is based in Toronto, Canada. With a disciplined approach to asset allocation, we oversee a comprehensive lineup of multi-asset portfolios designed to meet a wide range of investor objectives.

Active asset allocation
Global reach
Diversified investment solutions
Long track-record

Studies have shown that the asset allocation decision is a key driver of long-term investment performance.1

When making asset allocation decisions, we consider all available investment options and establish optimal exposures to the various asset classes and strategies based on the overall portfolio parameters. The goal is to find the best blend of strategies that provides the maximum amount of return for the profile-appropriate level of risk.

Global presence, local expertise

Today, RBC GAM has investment teams in key markets across the globe, along with multiple research and development teams who monitor ongoing developments in local markets.

investment teams en
.imp-bg-color { background-color: #003168 !important; color: #fff !important; } .imp-bg-color h1, .imp-bg-color h2, .imp-bg-color h3, .imp-bg-color h4, .imp-bg-color h5, .imp-bg-color h6 { color: #fff !important; }

Strategic

The strategic asset mix can be considered the benchmark or “neutral” investment plan that anchors a portfolio through many business and investment cycles.

Tactical

More active than the strategic asset mix, a tactical approach involves adjusting exposures to asset classes based on shorter-term market expectations.

Daily management

Daily management of portfolio drift and ongoing monitoring means the portfolios remain well-positioned throughout short-term market movements.

Long-term:
Reviewed every
24-36 months

Short-term:
Reviewed
monthly/quarterly

Day-to-day:
Review holdings, cash
positions, portfolio drift, etc.

Strategic

Tactical

Daily management

Excess returns (alpha)

Long-term:
Reviewed every
24-36 months

Strategic

Short-term:
Reviewed
monthly/quarterly

Tactical

Day-to-day:
Review holdings, cash
positions, portfolio drift, etc.

Daily management

Excess returns (alpha)

@media only screen and (max-width: 767px) { .desktop-view { display: none; } .mobile-view { display: block; } } @media only screen and (min-width: 768px) { .desktop-view { display: block; } .mobile-view { display: none; } }
  • Our tactical asset allocation process starts with the RBC Global Asset Management Investment Strategy Committee (RISC), which is led by the firm’s Chief Investment Officer, and made up of senior investment professionals from across the firm.
  • RISC develops economic and market forecasts by assessing global fiscal and monetary conditions, projected economic growth and inflation, as well as the expected course of interest rates, major currencies, corporate profits and stock valuations.
  • The views of RISC directly influence the work of the RBC Investment Policy Committee (IPC), which develops the tactical asset-mix strategies across all RBC Portfolio Solutions. Our team implements and monitors these strategies.

The increasing global presence of RBC Global Asset Management provides us with access to analysts and portfolio managers who possess a high level of skill and expertise in the markets that they cover. And with the advancement of technology, we have improved the way we monitor risk exposures, assess portfolio performance in real time and conduct scenario analysis to more accurately predict how investments will perform in various market conditions. We are constantly looking for ways to achieve better investor outcomes and we embrace innovation in a world of rapidly changing financial markets and investment options.

1Brinson, Gary P., Brian D. Singer, and Gilbert L. Beebower. 1991. “Determinants of Portfolio Performance II: An Update.”