Alternative investments

Investing

Explore more complex investment strategies with an experienced team to help diversify your portfolio, reduce overall volatility, and provide potential return enhancement

As 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 assets exposures that differ from traditional long-only investments. They often access private markets by investing in companies that are not publicly traded, which offer less liquidity to investors, but in turn provide these diversified exposures.

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

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 ensure 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 100 funds, offering exposure to private equity, private credit, real assets and hedge funds. 

Our alternative investment due diligence process

Due to the complex nature of these investments, we have developed a rigorous selection and review process. Our Global Manager Research Team—responsible for $250 billion in assets globally—conducts comprehensive 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.

“Alternative investments can be an attractive complement to traditional investing, with strategies that have historically demonstrated the potential to increase return, decrease risk, and provide consistent yields.”

Megan Gorman
Head, Private and Packaged Solutions

Expand your opportunities


RBC Wealth Management can help you integrate alternative investments into your portfolio.

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