Pension-Style Portfolio Management
A lower volatility investment approach focused on consistent, stable returns:
Cavin Morton (above) presenting the team’s pension-style investment approach to an audience of agri-business owners
Our team’s disciplined investment approach is modeled on the proven strategies of Canada’s leading pension plans. By leveraging a diverse range of asset classes—including publicly traded equities, fixed income and a fulsome suite of alternative investments—we aim to maximize risk-adjusted returns while minimizing the impact of market downturns. In many cases, our clients’ wealth is invested alongside Canada’s largest and most reputable pension funds, benefiting from the same institutional-quality strategies and expertise.
As discretionary portfolio managers within RBC’s Private Investment Management Program, we proactively adjust client portfolios to respond to evolving market and economic conditions. This dynamic approach ensures your wealth remains aligned with your goals, while benefiting from the same disciplined, forward-thinking investment framework trusted by some of the country’s largest institutional investors.
Private Investment Management Program
Our Private Investment Management Program provides you with access to institutional-level expertise through a dedicated portfolio manager who handles day-to-day investment decisions on your behalf. Drawing on the same rigorous manager selection process used by major pension plans and endowments, we incorporate carefully selected investment strategies—including alternative investments—tailored to your unique objectives. All decisions are guided by a customized Investment Policy Statement designed to reflect your goals and risk tolerance.
To ensure your portfolio remains aligned with market opportunities and evolving conditions, it is continuously monitored by our Portfolio Implementation and Risk Monitoring Group. Supported by a Compliance Team that enforces internal standards often exceeding regulatory requirements, we deliver disciplined oversight and peace of mind. As Canada’s largest discretionary investment management program, this approach empowers us to bring institutional-quality strategies to your portfolio, helping you stay ahead in a complex and dynamic investment landscape.
