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Find out more about RBC's commitment to corporate responsibility,
including our approach to governance, environmental sustainability and community initiatives across Canada.
Learn More
RBC Asset Management News, Trends & Outlook

RBC Jantzi Funds Investment Process

The RBC Jantzi Funds are a suite of funds that can help you to build wealth over time, while providing the assurance of knowing that social responsibility screening has been applied to the investment decision-making process.

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 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 Asset Management to form the RBC Jantzi Funds.


Is socially responsible investing the right choice for you?

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

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04/28/2010 13:25:03