Case Study

RBC Global Asset Management

RBC Global Asset Management

Pages 1 Pages

RBC Global Asset Management (RBC) provides a comprehensive range of investment solutions for investors around the world and has just over $290B AUM globally (as of Jan 31, 2017). Drew LoRusso is an Institutional Sales Analyst at RBC, working directly with the institutional sales team in the U.S. RBC has distribution professionals located across the country that market the firm’s investment strategies to institutional investors. LoRusso prepares the team for meetings and for finals presentations, and helps source opportunities within territories. RBC has been using Public Plan IQ since May 2016. Searchable Database LoRusso said the main advantage to using Public Plan IQ was having access to valuable public plan information in one location. “I used to spend my t

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