To help diversify your portfolio, reduce overall volatility and provide potential return enhancement, explore more complex investment strategies

If you’re a sophisticated investor, you may be looking for ways to enhance your long-term financial health throughout periods of economic expansion, downturn and recovery.

At RBC Wealth Management, we find that alternative investments offer key building blocks to support your portfolio — offering additional sources of income and increasing opportunities for above-market returns to grow your wealth.

Alternative investments seek to provide equity, fixed income and real asset exposure that differs from traditional long-only investments. Often they access private markets by investing in companies that are not publicly traded, which offer less liquidity to you as an investor, but in turn provide diversified exposures.

Since alternative investments are able to access differentiated parts of the market, they may complement our traditional investments, advisory and wealth planning solutions.

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Our alternative investment platform

RBC Wealth Management offers a curated and differentiated inventory of alternative investment funds that target various risk, return and income characteristics. To better understand each product’s suitability, we evaluate the market backdrop, investment expertise and execution, as well as product features, such as investor eligibility requirements.

We work with you to help make sure funds are well-aligned with your short- and long-term wealth needs and goals, including your time horizons, risk profiles and liquidity needs. Our full spectrum of strategies includes more than 150 funds, cumulatively, with 30 to 40 funds open at any given time, offering exposure to private equity, private credit, real assets and hedge funds.

Alternative investments

Private equity icon

Private equity


Venture

Growth / buyout

Secondaries

Private credit icon

Private credit


Direct lending

Structured

Distressed & special situations

Real assets

Real assets


Real estate

Infrastructure

Agriculture


Our alternative investment due diligence process

Due to the complex nature of alternative investments, we have developed a rigorous selection and review process. Our Global Manager Research Team — responsible for $250 billion in assets globally — conducts investment and operational due diligence culminating in evaluation by our Investment Committee prior to making alternative investment fund options available.

We only use third-party managers and of the hundreds who reach out each year, only a select few are considered for our platform. To provide you with transparency into fund performance, we offer a digitally-enabled investment interface coupled with robust ongoing reporting.

Contact me today to explore whether alternative investments are a fit for your wealth plan.