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Socially Responsible Investing (SRI) is an investment strategy that incorporates screening based on environmental, social, and governance (ESG) criteria into the portfolio construction 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 attributes from a company's products and services (e.g. renewable energy, water treatment).

Positive screening

Using ESG measurements to select specific companies or sectors

Exclusionary screening

Using ESG measurements to exclude specific companies or sectors

Thematic

Investing with a focus on broader ESG themes

RBC Vision Funds

At RBC Global Asset Management (RBC GAM), RBC Vision Funds are designed to meet the needs of investors who:

  • Believe that social responsibility should be a primary or integrated consideration in making investment decisions and want to invest in companies that have attractive ESG practices and financial characteristics.
  • 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 that aligns their investments with their values.
vision funds exclusions diagram en

RBC Vision Funds investment principles

The RBC Vision Funds Investment Principles set out the screening criteria used to assess the environmental, social and governance (ESG) performance of companies. Companies that do not meet these standards may be placed on a list of ineligible securities, which is a list of companies whose securities cannot be held in RBC Vision Funds.

What is socially responsible investing (SRI)?

Socially responsible investing provides an opportunity for investors to participate in capital markets and make investments that are consistent with both their financial goals and personal values. Generally, socially responsible investing incorporates environmental sustainability, social accountability and responsible corporate governance criteria into the traditional investment decision-making process. At RBC GAM, we believe it is important to offer investors choice – including the choice to own investments with a clear SRI focus.

What is the difference between ESG and SRI?

"ESG" refers to Environmental, Social and Governance factors relevant to an investment which may have a financial impact on that investment. ESG investing attempts to enhance analysis of companies by looking at how: companies act as an environmental steward, treat employees, customers and communities and how they govern themselves.

"SRI" uses ESG factors to exclude companies from the investment universe.

Who is the target client for the RBC Vision Funds?

RBC Vision Funds are designed to meet the needs of investors who believe that social responsibility should be a primary consideration when making investment decisions. The Funds are ideal for investors looking for a socially-conscious investment alternative while at the same time wanting to meet long-term investment objectives.

What SRI qualitative screening criteria does RBC GAM use in the RBC Core Vision Funds?

The Funds will screen companies on the quality of their Environmental, Social and Governance (ESG) practices relative to their peers and will eliminate poor ESG performers.

Community & society
Community & society
Customers
Customers
Corporate goverance
Corporate goverance
Employees
Employees
Environment
Employees
Human rights
Human rights
What SRI exclusionary screen does RBC GAM use in the RBC Vision Funds?

The Funds will screen companies on the quality of their Environmental, Social and Governance (ESG) practices relative to their peers and will eliminate poor ESG performers. In addition the funds will exclude certain companies whose primary line of business rests in the following areas:

Does RBC GAM consider SRI-type screening factors in other RBC Funds?

All RBC Funds undergo risk measurement and other screening tools that can include social, environmental and governance factors. The evaluation of these factors is an important consideration in identifying the potential risk and suitability of an investment and is part of the multidimensional investment approach employed by RBC GAM.

The main difference is that the RBC Vision Funds were specifically developed for investors who believe that social responsibility should be a primary consideration in making investment decisions and also want to benefit from the investment management expertise of one of Canada's largest investment managers, RBC GAM. The RBC Vision Funds all employ exclusionary criteria in their investment process.

To learn more about RBC Vision™ Funds, speak to an advisor.

Disclosure

Please consult your advisor and read the relevant prospectus or Fund Facts document before investing. There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments and ETFs. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. RBC Funds, BlueBay Funds and PH&N Funds are offered by RBC Global Asset Management Inc. and distributed through authorized dealers. ETF units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. RBC ETFs do not seek to return any predetermined amount at maturity. Index returns do not represent RBC ETF returns. RBC ETFs are managed by RBC Global Asset Management Inc., an indirect wholly owned subsidiary of Royal Bank of Canada.

The RBC ETF referred to herein is not sponsored, endorsed, or promoted by MSCI Inc., and MSCI Inc. bears no liability with respect to the RBC ETF or any index on which the RBC ETF is based. RBC Global Asset Management Inc. licenses the use of the MSCI index and is not affiliated with MSCI Inc. The RBC ETF’s prospectus contains a more detailed description of the limited relationship MSCI Inc. has with RBC Global Asset Management Inc. and the RBC ETF.

® / ™ Trademark(s) of Royal Bank of Canada. Used under licence. © RBC Global Asset Management Inc. 2021