Building More Efficient Portfolios

PH&N Institutional offers a variety of custom alternative investment solutions designed to help Canadian institutional investors better address their long term investment objectives.

  • Fixed Income: Global Fixed Income & Credit, Emerging Markets, Enhanced Fixed income, Event-Driven Credit, Sovereign Credits, Long-Short Strategies, Absolute Return Strategies
  • Equities: Market Neutral, Active Extension, Enhanced Equity
  • Diversified: Absolute Return, Specialty Credit & Foreign Exchange, Multi-Strategy, Engineered Solutions
  • Specialty: Conventional Domestic Mortgages, High Yield Domestic Mortgages, European Direct Lending

The PH&N Institutional Alternatives Advantage

  • Harnesses the expertise of 9 RBC GAM investment teams located in Canada, the U.S., and U.K., each committed to disciplined security selection and rigorous risk management
  • Experienced asset allocation, governance, risk management, and investment policy experts

“Canadian institutional investors with both return-seeking and liability-hedging portfolios are increasingly looking to alternative investment strategies in an effort to enhance risk-adjusted returns, reduce volatility and minimize correlations within portfolios.”

- Erick Zanker, Institutional Portfolio Manager, PH&N Institutional

Fixed Income Alternatives

Global credit strategies include:

  • Investment grade absolute return bonds
  • Credit alpha long-short
  • Emerging markets corporate alpha strategy
  • Event-Driven credit
  • Global sovereign opportunities

Private Markets

  • Canadian conventional and high yield domestic mortgages
  • Private placement corporate debt
  • European direct lending

QUBE Strategies

Canadian, U.S., and global market neutral equity strategies invest in a portfolio of securities that are expected to outperform, while selling short an equivalent dollar amount of a portfolio of securities that are expected to underperform.

The 120/20 Canadian equity strategy holds long positions in companies expected to outperform while shorting companies expected to underperform (approximately 20% of the portfolio).

Diversified Alternatives

Our core multi-strategy solution is a strategically managed portfolio of RBC GAM strategies in an efficient pooled fund structure appropriate for a portable alpha strategy or a return-seeking portfolio.

Engineered Solutions

These solutions seek to harness our innovative structuring capabilities, infrastructure, and leading alternatives capabilities.

Global Expertise

Bringing the world to Canadian institutional portfolios


Looking Beyond Traditional Equity Approaches

How relaxing the long-only constraint of an actively managed equity portfolio can be beneficial


Portable Alpha
Solutions in
Institutional Portfolios

How these strategies can help improve the risk and return profile


Practical De-Risking Solutions with Absolute Return Strategies

Read about how absolute return strategies can help reduce funded status volatility