Recently, we “virtually” attended our annual “Investing through Managed Money” conference where we learned that RBC’s A+ Platform continues to be the fastest growing platform in the industry, with over $30 Billion in assets under management and over 40% share of the Canadian market. The A+ Platform is an industry leading, open architecture investment platform that combines the customized & tailored Private Client experience with trusted unbiased institutional level investment management. It’s the most effective investment platform for high net worth families in the industry.
As our clients' needs and sophistication increase, we have enhanced the way we deliver professional investment advice to remain ahead of our competition. The A+ account structure is called a UMA, or Unified Managed Account. The UMA delivers comprehensive, multi-level diversification by asset class, geographic region, industry sector, investment style and portfolio management team process.
The A+ platform offers unique access to institutional money manager's segregated portfolios that is normally reserved for the ultra-rich. We believe in a multi-manager approach to portfolio construction because no one manager can do it all and a team of specialists historically outperforms a generalist. As illustrated by the info graphic below from the 2012 London Olympics, the Olympic champion (“the Specialist”) beats the Decathlete champion (“the Generalist”) in every event. This is no different with your investment portfolio.
Our dedicated RBC Global Manager Research Group conducts rigorous ongoing due diligence on these independent portfolio managers. This ensures that our platform consists of best-in-class managers across all investment styles. We engage these world-class investment managers that have demonstrated solid and consistent long-term returns with relatively low volatility. Investment managers that meet our stringent, preliminary requirements, are subjected to a rigorous evaluation process focused on four broad categories: Firm and Product; Investment Approach; Investment Professionals; and Performance. Our unbiased, ongoing monitoring and review of these managers ensures our clients’ are always invested in the right managers for them.
Along with The Eydt Wealth Vision and Financial Planning process, this state of the art investment tool allows us to ensure our clients’ portfolios have the highest probability of success to meet our clients’ goals.
If you're interested in learning more, please contact us to book your Discovery Session.