The Sovereign Investment Program® combines the personalized service offered by RBC Dominion Securities with the sophisticated investment research of Russell Investment Group.
The Next Level of Investing™
With Sovereign, the entire investment process is managed on your behalf, from evaluating and selecting investment managers to structuring and monitoring portfolios. Investment managers the world over are appraised by Russell - one of the world's leading investment consultants and pension plan managers. Employing industry-standard analytical tools, Russell looks beyond past performance to discover all the factors that can affect a manager's future performance - such as their investment philosophy and research methodologies - to select the very best.
A team of selected managers manages each one of Sovereign's seven investment pools:
Canadian Equity Pool
US Equity Pool
Overseas Equity Pool
Emerging Markets Equity Pool
Global Equity RSP Pool
Canadian Fixed Income Pool
Money Market Pool
In conjunction with your Investment Advisor, you will determine your investment goals and risk tolerance, and then select the right blend of Sovereign investment pools for your portfolio.
A New Dimension in Portfolio Management
Russell’s Multi Asset Multi Style Multi Manager™ investment discipline is at the core of the Sovereign Investment Program. It is a multi-dimensional investment process with three layers of risk management. Most people understand the need for diversification but they think about it in terms of one dimension: asset class. Russell adds two other dimensions to diversification: style and manager.
To find out more about the Sovereign Investment Program, please contact an Investment Advisor or ask an Investment Advisor to contact you.
- Multi Asset. Your Sovereign portfolio will contain an appropriate balance of the three main asset classes - stocks, bonds and cash.
- Multi Style. Investment managers have different styles, which are in favour at different times. By diversifying your portfolio with a variety of investment styles, you can achieve steadier returns.
- Multi Manager. You benefit from the expertise of various independent investment managers, selected from among the best in the world.
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