|
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 Research 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 Research 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 Research 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 Research are registered trademarks of Jantzi Research Inc.
|