Renison’s Endowment Portfolio – A Team Approach
In 2022, the Macnaughton Lynch Group of RBC Dominion Securities successfully won the bid to manage Renison’s endowment portfolio. Renison had certain criteria that needed to be met in order to manage this important portfolio of funds. Responsible investing was of key importance to Renison; an excellent return on our investment is important, but more important is that we are investing in an environmental and socially ethical way. Also important was generating sufficient cash returns to support the tens of thousands of dollars in student scholarships that these funds support. The Macnaughton Lynch Group successfully met all of our criteria and, within the past 4 years, have seen the value of our endowment portfolio grow by almost 70%. Extraordinary.
Please meet the Macnaughton Lynch Group:
The MacNaughton Lynch Group at RBC Dominion Securities is one of Canada's largest investment practices, managing over $4.5 Billion in private client assets. Our 14 investment professionals bring 25+ years of focused expertise in wealth management for accomplished entrepreneurs, executives, and institutional investors. We employ a family office approach to wealth building and preservation, delivering exceptional results for our clients and their families.
Meet the Managers
Jonathan MacNaughton – Senior Portfolio Manager
With 25 years of experience as an Investment Advisor and Portfolio Manager, Jonathan has built The MacNaughton Lynch Group into a top national advisory team. He stewards assets for individuals and institutions, applying deep expertise to preserve wealth and monitor market opportunities.
Ryan Lynch, CFA, FRM – Associate Portfolio Manager & Investment Advisor
As a Chartered Financial Analyst (CFA), he maintains optimal asset allocation across MacNaughton Lynch Group portfolios, ensures clients stay on track with their objectives, and assists in developing comprehensive investment strategies and research.
Developing the Right Solution
We designed the portfolio with Renison front and centre — balancing your mission with return expectations and any constraints you face. Our initial process included:
- Understanding Renison’s priorities
- Setting return targets
- Gauging risk capacity
- Building the asset allocation
- Setting concentration limits
- Honoring Renison’s values
Responsible Investing at the Forefront
Renison University College’s mission statement states that:
Renison aims to foster inclusive living, learning, and working communities empowered by excellence in teaching, scholarship, and service to educate and prepare highly skilled graduates for success and contribution to the world.
This statement defines RUC's ethical investing principles and how we apply them to our investments, consistent with our commitment to positive community impact. Our rigorous screening processes — combining internal expertise and external Environmental, Social, and Governance (ESG) research—enables us to integrate ESG factors into investment decisions.
