Investment Advisors

For more than a decade, we have helped Canadian investors achieve their investment objectives by providing innovative fixed income solutions focused on corporate bonds. We firmly believe that there is a better way to manage bond portfolios than a passive “coupon-clipping” approach. We employ a highly active approach that focuses on generating steady returns and preserving capital during volatile markets. There are a number of aspects to our approach which mark us out as a unique investment manager.

We have assembled a team with deep expertise in managing bond portfolios, and paired this team with institutional quality risk management systems. We have committed to investing in proprietary technology and have been incorporating ESG factors in our decision-making process long before it became fashionable to do so. Finally, we have designed thoughtful investment solutions for our clients that provide them with a better risk-adjusted return from fixed income.

Explore Our Approach

At RPIA, we are keenly aware that when it comes to managing our investors’ fixed income investments, prudent risk management and capital preservation in difficult markets is essential. In our view this starts with the quality, strength and experience of the people who are managing the capital day-in-day-out, backed up by continued investment in systems and technology.

We believe active management plays a key risk management role, as it enables us to assess market liquidity and quickly detect when market conditions change. It allows us to take action early to protect our portfolios. It also means that when conditions do stabilize, we can act quickly to capture opportunities.

RPIA has made a significant investment in building an institutional-quality risk management team and infrastructure. Advanced technology allows for effective real-time analysis of exposures and concentrations in the portfolios. This is complemented by a suite of analytics that are used for stress testing of the portfolios, as well as scenario testing and liquidity analysis. Experienced leadership ensures proper interpretation of the analytics and appropriate responses to market conditions as they evolve in real time.

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In today’s low-rate environment with increasing valuations, it is challenging for investors to effectively manage a portfolio. We believe that a traditional 60% equity and 40% fixed income portfolio cannot generate quality returns for the risks that investors face today, so alternatives need to be considered to help achieve investment goals.

There is much research that supports credit as a distinct and unique asset class. The corporate bond market offers a wider investment universe that can help balance equity risk and provide opportunities due to inefficiencies and mispriced securities that active managers can identify to generate additional “active” returns.

RPIA’s approach is to apply a highly active, dynamic investment process that enables us to consistently extract value from the global credit market, driven by security selection. Investors do not need to compromise on credit quality or sacrifice liquidity to improve their portfolio returns.  We offer a variety of credit-focused solutions to augment your fixed income allocation.

A simple rethink of your fixed income portfolio by introducing truly active credit strategies can be an effective solution for investors to consider reaching their yield and income objectives.

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RPIA offers a range of investment strategies reflecting our investors' diverse risk and return objectives.

1. Mutual Funds

• RP Strategic Income Plus Fund
• RP Alternative Global Bond Fund
  

2. Alternative Credit & Fixed Income

• RP Debt Opportunities
• RP Select Opportunities
• RP Fixed Income Plus