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.
When put on the spot to identify the one thing an investor should consider when selecting a global equity fund, our expert suggested the number of holdings as a helpful indicator of many important characteristics. First amongst these is conviction, which suggests how strongly a particular investment aligns with the investment philosophy. It is this selection that creates the opportunity for outperformance. Too many holdings may dilute returns, but too few can lead to volatility. A focused number of holdings also facilitates high levels of ESG integration and active ownership, and these, in turn, reinforce conviction.
These characteristics are important features of the recently launched RBC Global Equity Leaders strategy. This strategy is a focused, high-conviction portfolio of predominately large-cap global firms that, in the manager’s opinion, match its philosophy of selecting great businesses at attractive valuations. The strategy is differentiated by its risk aware portfolio construction and high levels of ESG integration and active ownership.
