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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The first installment in our Investing in Global Bonds series, this new paper examines the diversity of the global fixed income opportunity set, its broad characteristics, and the idiosyncrasies that can be observed in different local markets.
A close examination of the largest subset of the global fixed income landscape. This paper seeks to better understand the risk and return characteristics of this market segment on a standalone basis, and to discuss the potential benefits from a diversification and risk-reduction standpoint relative to domestic government bonds.
In Part III of our series, we examine the historical risk and return characteristics of the remaining component of the global fixed income landscape: global credit. This paper will delve into the investment grade corporate bond segment, as well as emerging market and high yield debt.
Recently, RBC GAM surveyed institutional investors in Canada, the United States, Europe and Asia about trends, attitudes, and opinions regarding responsible investing. PH&N Institutional was instrumental in engaging Canadian institutional audiences.
Our annual survey of institutional investors in Canada, the United States, Europe, and Asia about trends, attitudes, and opinions regarding responsible investing.
A closer look at Canadian institutional respondents’ views on responsible investing.
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.
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.
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.
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.
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.
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.
Our thoughts on the economic and market implications of the recent legalization of cannabis consumption in Canada, and why we're not investing yet.
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.
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.
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.
A guide to help investors determine an appropriate split between domestic and foreign equity exposure for their portfolio.
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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