RBC Dexia Launches Pooled Funds Survey For Comprehensive Performance Evaluation



    TORONTO, May 6 /CNW/ - RBC Dexia Investor Services today launched its new
quarterly Pooled Fund Survey, presenting comparative return information for
individual pooled funds available within Canada against which plan sponsors as
well as asset managers can evaluate the performance of individual pooled funds
according to their mandates, peers and benchmarks.
    The majority of leading pooled fund managers are contributors to this
independent survey, with some 70 firms, covering over 600 funds, segmented
into 15 unique mandates. The survey, which is free of charge, displays
individual pooled fund returns in accordance with a particular mandate and
relative to peer group and benchmark returns. The inaugural survey is
available now on rbcdexia.com, with subsequent editions to be released on a
quarterly basis around the 20th business day after the end of the calendar
quarter.
    "Transparency is the key to effective performance evaluation and we
believe the Pooled Funds Survey will be a valuable resource for asset managers
and investors across the Canadian market," said Fay Coroneos, Global Head of
Risk & Investment Analytics at RBC Dexia. "This survey was developed in
response to an increasing market demand for unbiased industry information and
marks our commitment to providing independent insight into the investment
management industry."
    Participation in the survey is open to any asset manager offering
Canadian based institutional pooled funds, including alternatives (130/30) and
real-estate products. RBC Dexia will assess participant funds on an individual
basis to determine a respective mandate and historical data compliance. By
participating, Canada's leading pooled fund managers will demonstrate a
commitment to transparency and benefit from the opportunity to showcase their
overall performance relative to their peers in an independent report.
    RBC Dexia's Risk & Investment Analytics group offers a full range of
analytical solutions to helps clients effectively manage investment decisions
by providing insight into a portfolio's performance and risk profile,
enhancing investment governance with an objective, third-party perspective and
improving operational efficiencies with its scale and strengths.

    About RBC Dexia Investor Services

    RBC Dexia Investor Services offers a complete range of investor services
to institutions worldwide. Our unique offshore and onshore solutions, combined
with the expertise of our 5,500 professionals in 16 markets, help clients grow
their business and sustain enhanced performance through efficiency
improvements and robust risk management processes. Equally-owned by RBC and
Dexia, the company ranks among the world's top 10 global custodians with USD
1.8 trillion in client assets under administration.

    rbcdexia.com





For further information:

For further information: Warren Weeks, Toronto, (416) 955-7048,
warren.weeks@rbcdexia.com; Alex Clelland, London, +44 (0)20 7002 2009,
alex.clelland@rbcdexia.com


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