RPIA is a Toronto-based asset management firm that provides fixed income solutions for a broad range of Canadian investors, from private clients to institutions.
RPIA ACE Program
We believe integrating ESG factors in our investment process is in the best interests of our investors. We are committed to engaging bond issuers on ESG matters and advancing ESG through peer collaboration and public action.
How We Incorporate ESG
2021 Sustainability Report
RPIA Develops Carbon-Reduced Fixed Income Solution
ESG Trends: Progress Over Perfection
By employing our dynamic hedging strategies, we believe that we’ve been able to provide our investors with the capital preservation they expect from an active manager, without sacrificing the upside. In this video, David Galica reviews the 3 Cs of employing a dynamic hedging strategy.
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The information herein, including all audio and video content, is presented by RP Investment Advisors LP (“RPIA”) and is for informational purposes only. It does not provide financial, legal, accounting, tax, investment, or other advice, and should not be acted or relied upon in that regard without seeking the appropriate professional advice. The information is drawn from sources believed to be reliable, but the accuracy or completeness of the information is not guaranteed, nor in providing it does RPIA assume any responsibility or liability whatsoever. The information provided may be subject to change and RPIA does not undertake any obligation to communicate revisions or updates to the information presented.
Unless otherwise stated, the source for all information is RPIA. The information presented does not form the basis of any offer or solicitation for the purchase or sale of securities. Products and services of RPIA are only available in jurisdictions where they may be lawfully offered and to investors who qualify under applicable regulation. “Forward-Looking” statements are based on assumptions made by RPIA regarding its opinion and investment strategies in certain market conditions and are subject to a number of mitigating factors. Economic and market conditions may change, which may materially impact actual future events and as a result RPIA’s views, the success of RPIA’s intended strategies as well as its actual course of conduct.
RP Alternative Global Bond Fund is a mutual fund offered pursuant to a simplified prospectus in all applicable Canadian jurisdictions and are subject to applicable securities law and regulations. Performance presented for RP Alternative Global Bond Fund is for Class F of the respective fund. Class F units do not include embedded sales commissions, which results in higher performance relative to Class A units of the fund. Performance data for RP Alternative Global Bond Fund is calculated in accordance with NI 81-102.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Indicated rates of return include changes in share or unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Returns for time periods of more than one year are historical annual compounded total returns while returns for time periods of one year or less are cumulative figures and are not annualized. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Performance presented for RP Alternative Global Bond Fund is for Class F of the fund. Class F units does not include embedded sales commissions, which results in higher performance relative to Class A units of the fund. Performance data for RP Strategic Income Plus Fund is calculated in accordance with NI 81-102.
The index performance comparisons presented are intended to illustrate the historical performance of the indicated strategies compared with that of the specified market index over the indicated period. The comparison is for illustrative purposes only and does not imply future fund performance. There are various differences between an index and an investment fund that could affect the performance and risk characteristics of each. Market indices are not directly investable and index performance does not account for fees, expense and taxes that might be applicable to an investment fund.
Portfolio yield is a forward-looking measure of the expected annualized interest the portfolio would receive with respect to the current holdings and should not be viewed as a representation of actual returns. The Risk Policy information presented herein is intended as a summarized illustration of certain portfolio limits imposed by RPIA. The limits are based on internal portfolio policies and may be changed at the discretion of RPIA and in accordance with applicable fund offering documents. Definitions and calculation methodologies are internal and may be discussed in more detail by contacting RPIA directly.
David GalicaPortfolio Manager