Our Portfolio Process

This process is designed to provide a disciplined approach to managing your equity portfolio. Your portfolio will be always well diversified and structured to fit the current RBC economic outlook and will contain companies with attractive business prospects relative to their industries.

The RBC Investment Strategy Committee comprised of our leading economists, research analysts and portfolio strategists meets quarterly to provide recommendations regarding:

  • Economic outlook, interest rates, corporate earnings and equity valuations

  • Asset allocation between equities, fixed-income and cash

  • Sector allocation between four major economic sectors – Industrial, Interest Sensitive, Consumer and Resource

Individual companies are rated on three research disciplines: fundamental, technical and quantitative.

  • Bottom-scoring companies eliminated from universe of stocks.

  • Independent selection committee applies qualitative screen.

  • End result is a list of quality companies suited to the forecast environment.