City National Rochdale's Portfolio Strategy

Guiding Intelligently Personalized Portfolio Decisions

At City National Rochdale, our portfolio strategy is formed by integrating our economic research, equity and credit market assessment, and capital market assumptions.

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Asset Allocation Framework

Our dynamic approach to asset allocation

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Dynamic Equity Risk Management

Our disciplined equity risk and volatility management process

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Equity Market Strategy

Our proprietary framework utilized to monitor equity risk factors and performance drivers

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Capital Market Assumptions

Our range of capital market return, risk, and downside exposure expectations

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Index Definitions

Index Definitions

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The information presented does not involve the rendering of personalized investment, financial, legal or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein.

The content presented is based upon information received from sources City National Rochdale considers reliable. Certain statements contained herein may constitute projections, forecasts and other forward looking statement, which do not reflect actual results and are based primarily upon apply a hypothetical set of assumptions to certain historical financial information. Certain information has been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed.

Any opinions, projections, forecasts and forward looking statements presented herein are valid on as of the date of this document and are subject to change.

As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money.

Investment Professionals

New York