Since 2007, RBC has been helping investors reach their financial goals while incorporating broader concerns for social responsibility, environmental sustainability and corporate governance into our investment products.
Jantzi Funds
Through our partnership with Jantzi Research, a Canadian leader in socially responsible investment screening, we have been able to offer clients three SRI products: Jantzi Balanced, Jantzi Canadian Equity and Jantzi Global Equity funds. Using more than 100 indicators for environmental, social and governance performance, Jantzi funds provide clients with the assurance that responsible screening has been applied to the investment decision-making process.
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PH&N Community Values Investment Funds
With RBC’s acquisition of Phillips, Hager & North (PH&N), our clients have additional SRI options. PH&N has been managing SRI mandates for well over a decade and they offer a family of four socially responsible funds called the PH&N Community Values Investment Funds. They differ from PH&N’s core funds in that their investment process includes a formal assessment of the environmental, social and governance (ESG) performance records of companies.
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SRI Wealth Management Group
To support the growth in socially responsible investing among high net-worth individuals, foundations, unions, and pension funds, RBC’s SRI Wealth Management Group provides SRI expertise to clients across the United States. The specialized team of financial advisors, based in San Francisco, manages almost US$1 billion in responsibly invested assets.
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Access Capital Strategies
Access Capital Strategies is a pioneer in the creation of secondary markets for Community Development Investments. Founded in 1997, we actively manage over $615 million in community investments located in 46 states and territories as of September 30, 2008. Our core investment approach is to create specialized mortgages and asset-backed securities that support low- and moderate-income homebuyers, affordable housing, education, health care and job creation in underserved communities. We believe a well-crafted, economically targeted investment strategy can build stronger communities and deliver competitive risk-adjusted returns.
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