A Separately Managed Account (SMA) is a professionally managed investment portfolio designed for clients who work with an advisor and want greater flexibility and control. Unlike pooled investment vehicles such as mutual funds, an SMA provides direct ownership of individual securities, which may include stocks, bonds, and other investments within the account. This structure allows for enhanced customization, transparency, and potential tax efficiency.
Transparency
Tax Efficiency
Customization
Our comprehensive selection of SMA strategies gives Canadian clients more ways to meet their investment goals.
- 10 Year Laddered Canadian Government Bond
- 10 Year Laddered Canadian Corporate Bond
- 5 Year Laddered Target Maturity Canadian Corporate Bond
- 5 Year Laddered Target Maturity U.S. Corporate Bond
- Core Canadian Fixed Income
- Core Canadian Equity
- Canadian Dividend Income
- Low Volatility Canadian Equity
- Core U.S. Equity
- U.S. Dividend Income
- International Equity
- Global Equity
- Fossil Fuel Free Global Equity
- 6 Canadian Strategies
- 5 Global Strategies
We are driven by five core pillars to deliver exceptional investment outcomes and valued insights to clients. Discover our full story
Client first
We put our clients’ interests first
A culture of excellence
We foster a strong culture of collaboration and diversity
Global expertise
We offer expansive global capabilities and a diversified breadth of investment solutions
Responsible Investment*
We are an active, engaged and responsible investor
Power of human + machine
We embrace innovation and harness the power of human and machine
RBC GAM SMAs are available through select full-service brokerage advisors.
To learn more about RBC GAM SMAs, speak to your full-service brokerage
*This webpage includes information related to RBC GAM’s approach to responsible investment. This approach does not apply to certain funds, investment strategies, asset classes, exposures or security types that do not integrate ESG factors, including, but not limited to, money market, buy and maintain, passive, and certain third-party sub-advised funds/strategies or certain currency or derivative instruments. Where our investment teams do integrate ESG factors, the weight given to ESG factors in an investment decision depends on the investment team’s assessment of that ESG factor’s potential impact on the performance of the security and/or the fund. For funds where ESG factors are not part of the investment objective, ESG factors are generally unlikely to drive investment decisions on their own, and, in some cases, may not impact an investment decision at all. RBC GAM has a general approach to active stewardship, proxy voting, and engagement that addresses ESG matters among other matters. References to active stewardship do not apply to certain funds or investment strategies that do not undertake proxy voting and/or engagement activities, including, but not limited to, quantitative investment strategies that do not conduct engagements, passive strategies, and certain third-party sub-advised strategies. RBC GAM does not manage proxy voting for certain third-party sub-advised strategies.