Complete Portfolio Flexibility
Private Investment Management offers a premium level of investment management designed to provide your organization access to top global investment management firms, and other investment solutions through one integrated account. Explore the many benefits available through Private Investment Management:
Your Portfolio Manager
Private Investment Management is a unique advisor-managed account where you delegate responsibility for day-to-day investment decisions to a personal Portfolio Manager. With Private Investment Management, you get a completely customized portfolio designed by your Portfolio Manager. Your portfolio is built from the ground up based on factors such as growth requirements, income needs and risk tolerance, as outlined in your Investment Policy Statement. Your Portfolio Manager must also work within specific guidelines established in advance and is accountable to these guidelines, which are regularly reviewed and adjusted according to your needs.
The highest credentials at your service
Only a select group of RBC Investment Advisors can offer you portfolio management services through Private Investment Management. Portfolio Managers must possess advanced investment credentials, extensive experience advising clients and substantial assets under administration.
Direct access to your Portfolio Manager
Unlike most investment management programs where you rarely meet your Portfolio Manager, Private Investment Management offers you the ability to liaise directly with your Portfolio Manager and discuss your organization’s needs.
Our meticulous six-step process
To ensure that we always act in your best interests, your Portfolio Manager follows a meticulous six-step process. This process balances your desire for portfolio flexibility with your expectation for excellence:
- Creating your investment policy statement
Your Portfolio Manager works with your finance committee to develop an investment policy statement, a document that takes into account your unique needs, investing time horizon, tolerance for risk and more. Considering all these factors, your Portfolio Manager will recommend an ideal asset-allocation model for your portfolio.
Based on your ideal asset-allocation model, your Portfolio Manager will work you’re your organization to select an appropriate combination of investment solutions for your portfolio. Unlike many money management firms, virtually every type of investment is available to meet your needs, along with an extensive list of vetted 3rd party investment management firms. In selecting an appropriate solution, your Portfolio Manager combines an understanding of overall global economic and market trends with fundamental research of individual investment opportunities. Senior RBC economists, portfolio strategists and research analysts augment your Portfolio Manager's insights in these key areas.
Your Portfolio Manager will make day-to-day investment decisions on your behalf, responding to and anticipating the changing market and economic landscape.
- Third-party review and monitoring
An independent RBC risk management group reviews your portfolio on a quarterly basis to ensure it meets the high standards set out in your investment policy statement. A separate RBC Global Manager Research team reviews and monitors external investment managers, providing your organization with objective oversight and compliance with your fiduciary obligations.
- Adjusting your investment strategy
Your Portfolio Manager will also meet with your finance committee on a regular basis to review your portfolio and your organization’s objectives. Any changes in you organization's plans could lead to adjustments in your investment strategy.
- Keeping you informed of your progress
All holdings, including 3rd party managers positions are held in one account for consolidated reporting. You will receive a monthly account statement that details the activity in your portfolio and provides the current market value of all your positions. In addition, you will receive a detailed quarterly rate-of-return report. You also have access to your accounts and timely market information through our online services.
Private Investment Management could be ideal if you:
- Value a single source to access top quality investment managers, with strict oversight, and reporting provided through consolidated statements.
- Want superior, personalized service and direct access to a professional Portfolio Manager.
- Seek a disciplined approach to professional wealth management.
For more information, please contact us today.
