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.