Socially responsible investing (SRI) involves the formal integration of social values into the traditional investment process – providing a way for individuals to act on their concerns. SRI has emerged as a viable investment approach for those Canadians who want to achieve competitive investment returns while ensuring that their money is managed in accordance with certain social and environmental values.

Is socially responsible investing the right choice for you?

Socially responsible investing incorporates factors relating to environmental sustainability, social responsibility and corporate governance combined with traditional investment analysis. This enables investors to choose investments that are consistent with both their financial goals and personal values.

At RBC Global Asset Management, the RBC Jantzi Funds and PH&N Community Value Funds are designed to meet the needs of investors who:

• Believe that social responsibility should be a primary consideration in making investment decisions.
• Want to invest in companies that rank highly within their industry sector, based on independent social responsibility criteria from Jantzi-Sustainalytics
• Want to benefit from the investment expertise of RBC Global Asset Management, one of Canada's leading investment managers.
• Want to invest all, or a portion of, their portfolio in a socially responsible investment solution.

Investment approach – A blend of disciplines

RBC Global Asset Management has partnered with Jantzi-Sustainalytics™, the Canadian leader in socially responsible investment screening to deliver our SRI offering. The RBC Jantzi Funds and PH&N Community Values Funds combine the Jantzi-Sustainalytics screening process with the RBC Global Asset Management investment management approach.

Investment Universe

Environment Social & Governance Screens Jantzi-Sustainalytics

Companies with Best-of-Sector practices

Financial Analysis RBC GAM

Companies with attractive financial criteria

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Fund Portfolio

Step 1: Socially responsible evaluation
Jantzi-Sustainalytics analyzes a broad universe of stocks, using more than 100 indicators for environmental, social and governance performance.

Step 2: Best-of-Sector™ methodology
Based on Jantzi-Sustainalytics analysis, stocks within each industry sector are sorted in order of performance. The socially responsible investment screening process removes companies with poor environmental, social and/or governance practices, relative to their industry peers.

Step 3: Financial analysis
RBC Global Asset Management applies its multi-disciplined investment analysis to the best performers, focusing on above-average financial fundamentals while considering broader factors, such as economic trends, interest rates and the outlook for profits, valuations and stock prices.

Step 4: The mutual fund portfolio
The result is a suite of funds that integrates the Jantzi-Sustainalytics social responsibility screening process with the investment expertise of RBC Global Asset Management to form the RBC Jantzi Funds and PH&N Community Value Funds.

The result is a suite of funds where socially responsible screening has been applied to the investment decision-making process:

• PH&N Community Values Bond Fund
• PH&N Community Values Balanced Fund
• RBC Jantzi Balanced Fund
• PH&N Community Values Canadian Equity Fund
• RBC Jantzi Canadian Equity Fund
• PH&N Community Values Global Equity Fund
• RBC Jantzi Global Equity Fund

To learn more about the RBC Jantzi Funds and PH&N Community Values Funds, talk to your advisor, or click on Invest Now for options on how to contact us.

™ Best-of-Sector and Jantzi-Sustainalytics are registered trademarks of Jantzi-Sustainalytics