Fixed Income

Stand-Alone Mandates and Components for Broader Mandates

PH&N Institutional has a distinguished, long-term track record of seeking to add value and control risk in fixed income through active management using multiple strategies.

  • Canadian Broad Fixed Income (Short, Universe, Long)
    • Core
    • Enhanced
    • Core Plus
    • Alpha Plus (Portable Alpha)
  • Canadian Government and Provincial Debt
    • Nominal Bonds
    • Real Return Bonds
  • Canadian Investment Grade Credit (Universe, Long)
  • Canadian Commercial Mortgages
  • North American High Yield
  • Global Sovereigns
  • Global Investment Grade Credit
  • Global High Yield
  • Global Convertibles
  • Emerging Market Debt (Sovereign, Corporate)
  • Private Placement Debt (Infrastructure, Corporate)
  • Custom Liability-Driven Investing
  • Derivative Overlays
  • Socially Responsible Investing (SRI)

The PH&N Institutional Fixed Income Advantage

  • Harnesses the expertise of 8 RBC GAM investment teams located in the U.K., U.S., and Canada
  • Thorough risk controls and moderate, concurrent positions
  • Rigorous monitoring using proprietary technology
  • Custom structuring of portfolio solutions

“Our strengths as a bond manager are directly related to the depth of resources – people and technology – that we dedicate to managing fixed income portfolios.”

- Jim Cole, Institutional Portfolio Manager, PH&N Institutional

Broad Market Mandates

  • Multiple-strategies
  • "Plus" strategies where permitted

Specialty Mandates

  • Very specific objectives
  • Bias to high-quality issuers
  • Disciplined due diligence and analysis of issuers, issues, and underlying securities

Global and Emerging Market Expertise

  • Highly specialized fixed income strategies
  • Actively managed by BlueBay affiliate

Global Expertise

Bringing the world to Canadian institutional portfolios

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Liability-Driven Investing (LDI)

Our LDI practice is one of the most experienced in Canada

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Practical De-Risking Solutions: Asset Duration and Interest Rate Risk

Managing the mismatch in interest rate exposures of a plan's assets and its liabilities, and practical approaches to implementing policy decisions

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Corporate Bond Market Trends: BBB Bonds Gaining Importance

Read about the diversification benefits and return-enhancing properties properties BBB rated issuers can offer

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