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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
Access Capital Community Investing Download as PDF for Printing PDF Download

Jump to: About This Strategy | About The Company | Specific Screening Information by Category


About This Strategy - [Return to Top]

Assets Under Management (AUM): $892.6M (in US$ millions)

Required Minimum: $20 million

Benchmark used: Barclays Capital US Aggregate Bond

Strategy type: Bond (Fixed Income)

Strategy description: • Impact investing that provides the double-bottom line benefit of aiding underserved communities while seeking to earn a market rate of return through the support of low- and moderate-income home buyers, affordable rental housing units, small business administration loans and economic development projects • Invests in high quality, highly liquid and market-priced investments • Benchmarked to the Barclays 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 $323.3 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 geographic location.
  • Human Rights: No Investment
  • Labor Relations: No Investment
  • Sudan: 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, Sevices and Jobs).

     

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