Private Investment Management
When your wealth reaches a higher level of complexity, it requires a higher calibre of investment management.
Ideal for foundations, institutions, pension funds, and high-net-worth individuals, Private Investment Management is designed to free your time, and give you the confidence that your wealth is being managed according the highest fiduciary standards.
Taking a highly disciplined and customized approach, your portfolio is built from the ground up based on factors such as growth or capital preservation requirements, income needs and risk tolerance.
Institutional Investment Process
Planning
- Identify the investor’s objectives, including income requirements, capital growth or preservation goals, tax efficiency and liquidity.
- Build an Investment Policy Statement (IPS) to provide strict guidelines for asset allocation and security selection.
Execution
- Implement decisions agreed upon in the IPS.
- Working with RBC research team, capital markets and trading desks, construct the optimal portfolio.
Monitor and Rebalance
- Our internal risk management team monitors holdings, trades and asset allocation.
- Rebalance in accordance with the IPS.
- Regularly evaluate performance.
