Insights

Thought Leadership is Our Commitment to Our Clients

“PH&N is committed to leadership in investment management and offering insights and education to support our clients in performing their fiduciary duty to their beneficiaries and constituents.”

- Bruce Geddes, President, PH&N




Below is a selection of our recent publications. Please contact us for hard copies or updates.

New Release

RBC GAM 2017
Global ESG
Survey:
The
Canadian Perspective
in a
Global Context

Canadian institutional views on trends, attitudes, and opinions regarding responsible investing.

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Understanding
Active
Share

A balanced examination of the merits and shortcomings of active share as a measure of active management.

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Implementing
Portable
Alpha
Solutions
in
Institutional Portfolios

This paper addresses the practical implementation of portable alpha programs, and examines how these strategies can improve the risk and return profiles of institutional portfolios.

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Practical De-Risking Solutions: Reducing Funded Status Volatility with Absolute Return Strategies

This paper illustrates how including absolute return strategies within the return-seeking allocation of a defined benefit plan’s portfolio can be an effective approach to reducing funded status risk.

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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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Practical De-Risking Solutions: Low Volatility Equities

Low volatility strategies can maintain many of the benefits associated with traditional equity strategies while delivering a material reduction in risk.

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Looking Beyond Traditional Equity Approaches

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

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Home Country Bias

A guide to help investors determine an appropriate split between domestic and foreign equity exposure for their portfolio.

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Corporate Bond Market Trends: BBB Bonds Gaining Importance

Read about the diversification benefits and return-enhancing properties BBB rated issues can offer to institutional investors.

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We are privileged to serve a wide range of institutional clients. Here are a few client case studies we have permission to share with you.


Case Study: Improving Risk-Adjusted Returns

Read how we worked with one client to improve their traditional 60/40 balanced approach and reduce volatility.

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LDI Case Study 1: Aligning the Assets with Future Liability Risks

Analyzing the changing environment for a multi-employer pension plan with a view to re-aligning their portfolio's assets and future liabilities.

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LDI Case Study 2: Dynamic and Custom Risk Transfer Solutions

Using a de-risking glide path to address the updated investment policy of a defined benefit pension plan.

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Global Expertise

Bringing the world to Canadian institutional portfolios

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ESG

Responsible investing in institutional portfolios

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Global Economy and Capital Markets Insights

From RBC Global Asset Management's CIO and Chief Economist

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Consultants

Working together to benefit our mutual clients

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