RBC Dominion Securities OCIO Support platform is supported by RBC’s Global Manager Research (GMR) Team, consisting of 24 Chartered Financial Analysts (CFA) who conduct independent and comprehensive due diligence across global public and private markets.

All Investment Manager evaluation is conducted independently, ensuring that the investment choices support the purposes of the nation, follow the Investment Policy Statement and are in line with market performance expectations.

There is no conflict with the selection of investments or Investment Managers as RBC Dominion Securities offers 75 industry leading, non-RBC affiliated boutique Investment Managers (only 16 are based in Canada) and conduct unbiased, ongoing monitoring and review of the Investment Managers. There is no additional cost to switch or terminate Investment Managers.

Providing multi-level diversification. (i.e., asset class, geographic, sector, style, manager firms, active/passive management, RBC Dominion Securities operates in an open architecture platform structured as “Outsourced Chief Investment Officer Support”

Global Manager Research: Independent Due Diligence and Investment Manager Accountability

The. GMR functions under a mandate that requires objective analysis and prohibits bias toward any individual investment manager or strategy. All investment manager assessments include process verification, risk-control evaluation, operational due-diligence review, performance attribution, and organizational stability analysis. Should an investment manager’s performance, risk characteristics, or process integrity deviate from established standards, GMR maintains the authority to recommend formal removal from the platform. This research function represents a critical compliance safeguard, ensuring that the portfolio remains populated exclusively with investment managers capable of fulfilling their mandates under the Investment Policy Statement.