RBC Global Asset Management

Firm Profile: Large Asset Manager

RBC Global Asset Management (RBC) provides a comprehensive range of investment solutions for investors around the world and has just over $290B in assets under management globally (as of Jan 31, 2017). RBC has been an eVestment client since 2004 and subscribes to eVestment Analytics, Asset Flows, Omni and Public Plan IQ.

Case Study: Asset Flows

“We already thought of eVestment as a leader in the marketplace and felt it was only natural to see if its other tools like Asset Flows would be a fit,” said Nicholas Walstrom, the firm’s Director of Product Management and Analysis.

Walstrom had reviewed similar tools in the retail space before, but nothing like the Asset Flows solution had ever been available for tracking institutional flows, especially with this level of detailed reporting.

“We like to keep our finger on the pulse of the market. So if we know when a specific asset class has experienced net inflows or outflows, that is important data for us to be aware of as we look to manage our products and develop new products. When we were introduced to Asset Flows, it immediately solved a need for us,” he said.

Case Study: Public Plan IQ

Drew LoRusso is an Institutional Sales Analyst at RBC, working directly with the institutional sales team in the U.S. LoRusso prepares the team for meetings and for finals presentations, and helps source opportunities within territories. RBC has been using Public Plan IQ since May 2016.

“I used to spend my time on plan websites, combing through board minutes, investment reports and staff bios,” LoRusso said. “And for endowments, foundations, health care or insurance companies, I was going through documents such as 10-Ks, 10-Qs, asset allocation reports, and investment policies. It was a very manual process and very time consuming.”

“Public Plan IQ puts all that information into one searchable location. There was really no other way to do that before we had access to the system.”

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