Investment management is a tool that can and should be used in protecting and improving the financial well-being of Indigenous communities.

Over the past two decades, we have continuously tailored our practices to handle larger community-based portfolios, with a focus on capital preservation, income generation, and the distribution of significant payments.

 

We actively manage portfolios for First Nations and communities in Manitoba and Northwestern Ontario. Through the One RBC Approach and in collaboration with banking partners, we currently manage investment portfolios in Treaties 3 and 4.

With the full support of RBC Dominion Securities, we operate with the resources of RBC Capital Markets, Portfolio Risk Consultants, and various other branches of RBC. This includes Strategic Initiatives & ESG desks, which provide guidance on constructing socially responsible portfolios in line with your organization's standards. Additionally, we have access to a wide range of Direct Access Managers, consolidating the expertise of over fifty independent investment management firms under one roof.

 

How we contribute to communities:

Our aim is to serve Indigenous clients by constructing portfolios that reflect their investment needs and values, ensuring the long-term financial health of the community. Our ability to fully customize portfolios ensures that all investments align with clients' social principles and financial goals.

 

Our investment services actively manage, monitor, and re-evaluate portfolios to provide consistent returns within the constraints of the Trust Document.

We regularly present annual updates and portfolio information to the trustees and community members, ensuring transparency and accountability.

For information on our specific investment practices, please feel free to reach out today.

 

How we ensure multi-level client support:

We collaborate closely with our clients to ensure that their voice is heard throughout the investment process.

 

From the development of the investment policy statement to the asset allocation decision, we are guided by the client's investment objectives, funding arrangements, governance structure, and risk tolerance.

 

Managerial analysis, performance measurements, and ongoing monitoring include formal meetings and reviews to ensure clients have knowledge and control over their portfolios.

Our team is structured around building robust communication channels and providing guidance throughout the investment process, guaranteeing ongoing community support. We are dedicated to addressing any questions or concerns that you may have.

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