The Best Resources in the Industry
We have access to the best wealth management resources in the industry. We are supported by leading partners in the development and implementation of our investment strategies. Below is a description of the nature of their involvement, as they are part of our team and, as such, contribute to our clients' success.
RBC Investment Strategy Committee
The RBC Investment Strategy Committee, which is comprised of seasoned economists, strategists and analysts, sets quarterly recommendations for the structure of portfolios managed by Portfolio Managers. Based on current economic outlooks, the committee recommends an optimal distribution of assets between stocks, bonds and cash in client portfolios.
Individual stock selection committees also establish lists of top stocks, including leading Canadian, U.S., North American and fixed income securities that should outperform the benchmarks. It should be noted that since its creation in 1984, the List of Canadian Top Stocks has delivered an annual compounded return of 14.6% compared to a return of 8.6% for the S&P/TSX benchmark index.
RBC Capital Markets Research
With around 40 analysts on staff, RBC Capital Markets research team provides fundamental, quantitative and technical research on over 400 Canadian companies and over 500 U.S. companies, in addition to research on industries.
Portfolio Advisory Services
RBC Wealth Management was a pioneer in the Canadian securities industry when, several years ago, it invested in creating a group of consulting services with the sole objective of helping Portfolio Managers develop and implement investment solutions. Portfolio Advisory Services is made up of nine stock portfolio management advisors and three fixed-income securities portfolio management advisors. These experts come from various industries: corporate and investment banking, credit analysis at rating agencies, private sector, stock and bond sales for institutional clients, and stock research for institutional clients.
The Portfolio Advisory Services experts provide us with objective and informed advice that benefits our clients. It should be noted that the sole responsibility of these advisors is to help us establish and implement our clients' investment portfolios, and as such they have no obligation to RBC Capital Markets.
Equity Portfolio Advisory Services
These consulting services are provided by experts in studying Canadian and U.S. stocks, structured products and the company's Guided Portfolio process. They are also skilled in technical analysis and options strategies. Portfolio Advisory Services advisors provide us with an informed overview of a company, opinions of several study suppliers and their own points of view and ideas on a company and how its inclusion in our clients' portfolios could help them achieve their objectives. They also offer macro outlooks on the stock market and economy, their opinion on asset and sectoral distribution, recommendations on specific stocks, assistance with portfolio reviews and proposals, investment ideas and risk reduction strategies. They evaluate a wide range of studies on investments, including those by RBC Capital Markets.
In addition, we also have access to studies conducted by J.P. Morgan, Standard & Poor's, ValueLine and Veritas. A service only found in Canada and offered exclusively by RBC Dominion Securities, Veritas offers opinions on a wide range of Canadian stocks from the perspective of an independent company without investment banking or negotiation activities.
