Low volatility equities: Properly defining success

Presented by

Erik Jackson, Katherine Lypkie, Paul Martin | PH&N Institutional

About this talk

While the objective of low volatility style – achieving equity-like returns with lower levels of volatility – may be well understood, defining success for these strategies can be elusive. PH&N Institutional invites you to a webinar exploring the recent performance of low volatility equity strategies as well as suggested best practices for allocating to and monitoring these investments. Our speakers will discuss different approaches to benchmarking including: • Common benefits and drawbacks • The importance of documenting investment beliefs and performance expectations when allocating to a low volatility strategy • Using multiple lenses to measure and evaluate effectiveness Presented by: Erik Jackson Institutional Portfolio Manager Katherine Lypkie Institutional Portfolio Manager Paul Martin Vice President & Institutional Portfolio Manager
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Join us as our portfolio managers and industry experts discuss the investment landscape and delve into current issues and opportunities relevant to Canadian Institutional investors. PH&N Institutional is the institutional business division of RBC Global Asset Management Inc. (RBC GAM Inc.) RBC Global Asset Management is the asset management division of Royal Bank of Canada (RBC) which includes RBC GAM Inc., RBC Global Asset Management (U.S.) Inc., RBC Global Asset Management (UK) Limited, RBC Global Asset Management (Asia) Limited, and BlueBay Asset Management LLP, which are separate, but affiliated subsidiaries of RBC.