How we serve institutions

Our institutional consulting practice is dedicated to creating and following a prudent investment process for investment fiduciaries and other disciplined investors.  

The RBC Institutional Consulting provides the following consulting services:

  • Investment policy statement review and development
  • Investment selection and monitoring
  • Benchmarking and fee analysis
  • Asset allocation
  • Portfolio construction
  • Quarterly performance reporting
  • Custodial services
  • Board education

RBC Institutional Consulting offers independent, comprehensive, and customized advice for institutional clients such as: Foundations, Endowments, 401k plans, 403b plans, and Defined Benefit Pension plans.