Socially Responsible Investing

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. Canadian assets in SRI mandates now represent $1 out of every $5 of assets under management. Consequently, 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 investments incorporate factors relating to environmental sustainability, social responsibility and corporate governance (ESG factors) with traditional financial analysis. This approach enables investors to choose investments that are consistent with both their financial goals and personal values.

At RBC Global Asset Management (RBC GAM), RBC Jantzi Funds and PH&N Community Values 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 with attractive ESG practices based on the screening process from Sustainalytics.
  • Want to benefit from the investment expertise of RBC GAM, 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 GAM has partnered with Sustainalytics, a global leader in ESG screening to deliver our SRI offerings. RBC Jantzi Funds and PH&N Community Values Funds combine the Sustainalytics screening process with the RBC GAM investment management approach.

Step 1

Investment Universe
ESG Screen (Best-of-Sectorâ„¢) - Sustainalytics

Step 2

Companies with attractive ESG practices
Financial Analysis - RBC GAM

Step 3

Companies with attractive ESG Practices & Financial Characteristics
Portfolio Construction - RBC GAM

Step 4

SRI Fund Portfolio

Step 1: Socially responsible evaluation
Sustainalytics analyzes a broad universe of stocks and bonds, using more than 100 indicators for ESG practices.

Step 2: Screening for attractive ESG performers
Sustainalytics screens firms within each industry sector with respect to incorporating ESG policies. This SRI screening process removes companies with poor ESG practices relative to their industry peers.

Step 3: Financial analysis
RBC GAM applies its multidisciplinary 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 Sustainalytics ESG screening process with the investment expertise of RBC GAM to form RBC Jantzi Funds and PH&N Community Values Funds:

To learn more about 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.

TM Best-of-Sector is a registered trademark of Sustainalytics

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