Comprehensive solutions tailored for each client
Our most comprehensive offering for Canadian institutional investors, Delegated Portfolio Solutions (DPS) represents the evolution of PH&N Institutional’s experience and expertise, underscored by the global scope of RBC Global Asset Management’s (RBC GAM) distinct investment strength and operational excellence. DPS was launched in response to growing interest among clients for an integrated portfolio management and oversight service. With DPS, our clients have the opportunity to delegate key investment management and governance functions to us. The engagement could entail expert counsel on strategic policy development, with ongoing dynamic and tactical risk management, and even the governance oversight of a fully outsourced chief investment officer (OCIO), as determined by the client’s in-house resources and preference.
Our DPS offering is distinguished by the degree of discretion PH&N Institutional assumes in executing investment management and governance functions on behalf of institutional trustees. Fully depicted, our governance framework includes:
1 Investment policy advice and design
3 Portfolio monitoring and reporting
2 Portfolio execution and ongoing management
4 Client service and education
We work collaboratively with clients to identify and understand their specific objectives and define an investment program that is comprehensive and robust.
Using proprietary tools, we execute and manage the portfolio, from customized strategic asset allocation to dynamic adjustment to manager oversight.
DPS portfolios are monitored and measured on a daily basis to gather appropriate metrics for evaluating the strategy as well as manager performance.
We deliver timely, relevant, and comprehensive updates, as well as ongoing educational support.
55+ years participating in capital markets on behalf of institutional investors
22 RBC GAM investment teams managing a full spectrum of investment strategies
Proven ability to design and manage tailored investment solutions
Committed to delivering strong, risk-adjusted returns, relative to peers and objectives
The established systems, policies, and procedures of a leading asset manager
Market leading institutional client service and transparent reporting1
No additional layer of fees
Each DPS client accesses the aggregate talent pool and infrastructure of PH&N Institutional and RBC GAM via their PH&N Institutional portfolio management team. On their behalf, the PH&N Institutional professionals harness relevant expertise from across the organization, and evolve the program over time, as warranted by client-related and market-driven changes.
Institutional Portfolio Solutions (IPS) Investment Advisory & Solution Design
RBC Investment Strategy Committee Asset Class Outlook, Tactical Asset Allocation, & Research
Investment Professionals Strategy/Fund Management, Risk Management
Office of the CIO Fund Manager Monitoring & Risk Oversight
Operational Management Compliance Monitoring, Legal Oversight
DPS Implementation Group Monitoring & Consistency Assurance across DPS Clients