Thought Leadership is Our Commitment to Our Clients

“PH&N Institutional 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 Institutional



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New Release

RBC GAM 2019
Responsible
Investment
Survey:
An Evolving Landscape

Our annual survey of institutional investors in Canada, the United States, Europe, and Asia about trends, attitudes, and opinions regarding responsible investing.

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New Release

RBC GAM 2019
Responsible
Investment Survey:
The Canadian Perspective in a Global Context

A closer look at Canadian institutional respondents’ views on responsible investing.

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Pension Fund
Investing with
Low and
Negative
Bond Yields

This short paper explores how negative bond yields can make sense, whether it could happen here, short-term and structural factors driving the very low interest rate environment in Canada, and what this all means for Canadian pension fund investors.

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Real Assets:
Introduction
to Core
Commercial Real Estate

This paper provides readers with background on the growth of this asset class globally and in Canada, and discusses the benefits an allocation to core domestic real estate can provide within Canadian institutional portfolios.

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Introduction to
Delegated
Service
Models

The first paper in a three-part series, this piece discusses the origins of the delegated service model and examines the driving forces behind the trend, the different forms the service model can assume, and the potential benefits to both fiduciaries and stakeholders.

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Selecting a Delegated Service Provider

The second publication in our three-part series, this paper describes who the primary delegated service providers are in the current marketplace, and how to select the right one to meet specific plan objectives and requirements.

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Delegated Investment
Services: Ongoing
Governance and Supervision

The third installment in our three-part series,
this paper outlines how fiduciaries should
approach their ongoing governance roles in a
delegated relationship, what they should expect
from their provider, and best practices for
taking corrective actions if necessary.

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ESG Analysis and
Integration in
Corporate Credit

This overview outlines the significance of analyzing companies' ESG practices, and details how we integrate ESG into investment grade corporate credit research, investment decision-making, and monitoring.

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Cannabis in Canada

Our thoughts on the economic and market implications of the recent legalization of cannabis consumption in Canada, and why we're not investing yet.

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The Case for
Commercial
Mortgages

An overview of the Canadian commercial mortgage market and its attractive features and inherent risks relative to other fixed income investments, as well as an examination of the role of ESG analysis in mortgage investing.

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Performance of
Credit
in a
Rising
Rate
Environment

This research paper demonstrates how, when appropriately incorporated into a fixed income portfolio, credit strategies can help offset the adverse impact of rising interest rates.

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RBC GAM 2018
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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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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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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