The initial evaluation concludes when an RBC investment committee considers the most promising investment managers for approval. To be approved, each candidate must pass a thorough committee review that includes a detailed discussion of facts and informed opinions derived from the aforementioned research process.

Rup doesn't simply allocate capital —he actively evaluates, selects, and monitors portfolios with discipline. His selection process includes rigorous due diligence on organizational structure, personnel stability, investment consistency, compliance, service quality, and performance track records.

This active oversight ensures your portfolio managers are continuously aligned with market conditions, your evolving goals, and tax-efficient positioning.