Research resources

This document is produced by the Global Portfolio Advisory Committee within RBC Wealth Management’s Portfolio Advisory Group. The RBC Wealth Management Portfolio Advisory Group provides support related to asset allocation and portfolio construction for the firm’s investment advisors / financial advisors who are engaged in assembling portfolios incorporating individual marketable securities. The Committee leverages the broad market outlook as developed by the RBC Investment Strategy Committee, providing additional tactical and thematic support utilizing research from the RBC Investment Strategy Committee, RBC Capital Markets, and third-party resources.

Global Portfolio Advisory Committee members:

• Jim Allworth – Co-chair; Investment Strategist, RBC Dominion Securities Inc.
• Kelly Bogdanova – Co-chair; Portfolio Analyst, RBC Wealth Management Portfolio Advisory Group–U.S., RBC Capital Markets, LLC
• Frédérique Carrier – Co-chair; Managing Director & Head of Investment Strategies, RBC Europe Limited
• Luis Castillo – Vice President and Head, Fixed Income Strategies, RBC Wealth Management Portfolio Advisory Group, RBC Dominion Securities Inc.
• Rufaro Chiriseri, CFA – Head of Fixed Income – British Isles, RBC Europe Limited
• Janet Engels – Vice President and Head, Global Investments, RBC Wealth Management, RBC Capital Markets, LLC
• Thomas Garretson, CFA – Fixed Income Senior Portfolio Strategist, RBC Wealth Management Portfolio Advisory Group, RBC Capital Markets, LLC
• Patrick McAllister, CFA – Manager, Equity Advisory & Portfolio Management, Portfolio Advisory Group, RBC Dominion Securities Inc.
• Sean Naughton, CFA – Head, RBC Wealth Management Portfolio Advisory Group U.S., RBC Capital Markets, LLC
• Alan Robinson – Senior Portfolio Advisor, RBC Wealth Management Portfolio Advisory Group–U.S. Equities, RBC Capital Markets, LLC
• Michael Schuette, CFA – Multi-Asset Portfolio Strategist, RBC Wealth Management Portfolio Advisory Group–U.S., RBC Capital Markets, LLC
• David Storm, CFA, CAIA – Chief Investment Officer, BI & Asia, RBC Europe Limited
• Yuh Harn Tan – Head of Discretionary Portfolio Management & UHNW Solutions, Royal Bank of Canada, Singapore Branch
• Joseph Wu, CFA – Portfolio Manager, Multi-Asset Strategy, RBC Dominion Securities Inc.

The RBC Investment Strategy Committee (RISC) consists of senior investment professionals drawn from individual, client-focused business units within RBC, including the Portfolio Advisory Group. The RISC builds a broad global investment outlook and develops specific guidelines that can be used to manage portfolios.