Step 3: Building your custom-designed portfolio
Once you've approved your investment strategy, we can structure your personal portfolio, and introduce partners required to execute your plan. In terms of partners, we have access to leading-edge investment strategy and research provided by the RBC Investment Strategy Committee, RBC Capital Markets and third-party, independent firms.
We will also review and monitor your account regularly, according to the following guidelines:
- Aligning your investments with your values and beliefs with a focus on environmental, social and governance (ESG) investing, impact investing and socially responsible investing.
- We can exclude companies that have decided against responsible investing mandates.
- Providing research based on third-party rating services including, but not limited to, Sustainalytics and Morningstar.
As a client, you will also have access to regular newsletters addressing topics such as current market news, how to invest in volatile or unpredictable markets, educational resources for personal finance and ESG commentary.