Socially Responsible Investing

RBC Vision™ Funds

Socially Responsible Investing (SRI) is an investment strategy that incorporates screening based on environmental, social, and governance (ESG) criteria into the portfolio constructions process. These ESG based screens can be either negative or positive in nature. Negative screens exclude companies that provide certain products and services that have a negative impact on society (e.g. tobacco, gambling) or companies with poor ESG practices (e.g. pollution, employee safety). Positive screens typically select companies based on good overall or specific ESG practices (e.g. company with a high ESG score compared to its peer group) or on some positive impact from a company's products and services (e.g. renewable energy, water treatment).

Canadian assets in SRI mandates now account for more than $1 trillion of assets under management. Consequently, SRI has emerged as a viable investment approach for those Canadians who want to achieve their investment goals while ensuring that their money is managed in a way that is in line with their personal values.

Is socially responsible investing the right choice for you?

SRI involves screening out or excluding investments based on a particular set of values through the formal integration of ESG considerations into the traditional investment process, providing a way for individuals to incorporate their concerns into their investment portfolios. 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), the RBC Vision Funds are designed to meet the needs of investors who:

• Believe that social responsibility should be one of the primary considerations in making investment decisions.
• Want to invest in companies with good ESG practices.
• 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.

RBC Vision™ Funds: Investment principles

RBC Vision Funds

• RBC Vision Bond Fund
• RBC Vision Balanced Fund
• RBC Vision Canadian Equity Fund
• RBC Vision Global Equity Fund
• RBC Vision Fossil Fuel Free Global Equity Fund
• RBC Vision Women's Leadership MSCI Canada Index ETF

Responsible Investing Articles

• The benefits of gender diversity for investors
• Plastics and plastics recycling: a material issue for investors
• Engagement - It's Good To Talk
• Capturing Alpha from Non-Traditional Sources
• Maximum Impact - Achieving Diversification with Responsible Investment
• The Case for Active Engagement
• RBC Vision Funds and cannabis
• A new vision for socially responsible investing at RBC GAM
• Investors Launch Framework for U.S. Stewardship and Governance
• Trends in impact investing
• Water Risk
• Demystifying ESG - What it is, what it isn't
• Understanding ESG and Responsible Investment
• A different kind of democracy in Canadian boardrooms
• Fossil fuel divestment
• A voice for shareholders