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.
Rajan Bansi
Co-chair; Head of Fixed Income Strategies, RBC Wealth Management Portfolio Advisory Group, RBC Dominion Securities Inc.
Maarten Jansen
Head, Investments & Trading, RBC Wealth Management Global Wealth Services Group, RBC Dominion Securities Inc.
Mark Allen
Portfolio Advisor, RBC Wealth Management Portfolio Advisory Group, RBC Dominion Securities Inc.
Matt Barasch
Head of Canadian Equities, RBC Wealth Management Portfolio Advisory Group, RBC Dominion Securities Inc.
Craig Bishop
Lead Strategist, U.S. Fixed Income Strategies Group, RBC Wealth Management Portfolio Advisory Group, RBC Capital Markets, LLC
Kelly Bogdanov
Portfolio Analyst, RBC Wealth Management Portfolio Advisory Group, RBC Capital Markets, LLC
Frédérique Carrier
Director, European Equities, Royal Bank of Canada Investment Management (U.K.) Ltd.
Janet Engels
Head of U.S. Equities, RBC Wealth Management Portfolio Advisory Group, RBC Capital Markets, LLC
Alan Robinson
Portfolio Advisor, RBC Wealth Management Portfolio Advisory Group, RBC Capital Markets, LLC
Jay Roberts
Head of Equity Advisory, Wealth Management Hong Kong, 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 RBC Investment Strategy Committee builds a broad global investment outlook and develops specific guidelines that can be used to manage portfolios. RISC is chaired by Daniel Chornous, CFA, Chief Investment Officer of RBC Global Asset Management Inc.
