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
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Canadian institutional views on trends, attitudes, and opinions regarding responsible investing.
A balanced examination of the merits and shortcomings of active share as a measure of active management.
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.
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.
Managing the mismatch in interest rate exposures of a plan's assets and its liabilities, and practical approaches to implementing policy decisions.
Low volatility strategies can maintain many of the benefits associated with traditional equity strategies while delivering a material reduction in risk.
How relaxing the long-only constraint of an actively managed equity portfolio can be beneficial.
A guide to help investors determine an appropriate split between domestic and foreign equity exposure for their portfolio.
Read about the diversification benefits and return-enhancing properties BBB rated issues can offer to institutional investors.
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.
Read how we worked with one client to improve their traditional 60/40 balanced approach and reduce volatility.
Analyzing the changing environment for a multi-employer pension plan with a view to re-aligning their portfolio's assets and future liabilities.
Using a de-risking glide path to address the updated investment policy of a defined benefit pension plan.
Bringing the world to Canadian institutional portfolios
Responsible investing in institutional portfolios
From RBC Global Asset Management's CIO and Chief Economist
Working together to benefit our mutual clients
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