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.
For more information, please contact us or visit RBC's website.