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About This Strategy - [Return to Top]
Assets Under Management (AUM): $1488.7M (in US$ millions)
Required Minimum: $20 million
Benchmark used: Bloomberg US Securitized Bond
Strategy type: Bond (Fixed Income)
Strategy description: Access Capital is a fixed income impact investing strategy that seeks to provide a market rate of return as well as positive social impact through a place-based investment approach. The strategy is committed to improving access to resources and wealth creation for low- to moderate-income families by supporting affordable homeownership, affordable rental housing, job creation and small business growth as well as economic development projects. It Invests in high quality, highly liquid and market-priced investments. It is benchmarked to the Bloomberg Secutitized Index or customized indices
Strategy web link: External Link
About The Company - [Return to Top]
Institution Name:
RBC Global Asset Management
Approach to Sustainable & Responsible Investment: RBC GAM manages $405 billion in AUM globally across all major asset classes. The Access Capital Community Investment strategy is a socially responsible fixed income investment that supports homeownership, affordable rental housing, small business lending, healthcare and other economic development activities targeted to low and moderate income individuals or communities. Investments are AAA securities and investors can target their investments by geographic location.
Research conducted: Internally
Researcher name: The Access Capital portfolio managers and analysts perform the primary ESG research for this fund.
Contact info:
225 Franklin St., Suite 2700
Boston, MA 02110
United States
Phone: 617-236-7314
Fax: 617-236-7251
Email: ron.homer@rbc.com
Web: http://www.rbcgam.us (Opens in a new window)
Specific Screening Information by Category - [Return to Top]
Environment
- Climate / Clean Technology: Positive Investment
- Other Environmental: Positive Investment
Social
- Community Development: Positive Investment - SRI that helps build stronger communities through its support of low and moderate income homebuyers, affordable rental housing, small business lending and other economic development projects. Investors can target their investments by geography or across certain themes, including focusing on racial wealth equity.
- Human Rights: No Investment
- Labor Relations: No Investment
- Conflict Risk: No Investment
Governance
Products
- Alcohol: No Investment
- Animal Welfare: No Investment
- Defense/Weapons: No Investment
- Gambling: No Investment
- Tobacco: No Investment
Other
- Other/Qualitative: All investments are screened for social benefits (Housing, Healthcare, Education, Services and Jobs); impact metrics are reported quarterly.