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About This Strategy - [Return to Top]
Assets Under Management (AUM): $1527M (in US$ millions)
Required Minimum: $50M for an SMA, 1M investment in ACCSX (ishares)
Benchmark used: Bloomberg US Securitized Index
Strategy type: Bond (Fixed Income)
Strategy description: The BlueBay US Access Capital Community Investing strategy is a disciplined fixed income solution with a community development purpose. The strategy offers investors the opportunity to direct their investment dollars to communities of their choice in order to support affordable housing, small business growth and job creation, healthcare, and infrastructure projects that foster sustainable economic development. This combines the goal of building stronger communities with the pursuit of competitive returns in a high quality fixed income investment. The Access Capital Community Investing strategy has an over 25 year history of supporting underserved communities through impact investments.
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: This strategy is supported by a team of 12 portfolio managers and analysts that perform the primary research for this fund.
Contact info:
225 Franklin St., Suite 2700
Boston, MA 02110
United States
Phone: +1 (612) 376-7112
Email: mindy.frye@rbc.com
Web: https://www.rbcgam.com (Opens in a new window)
Specific Screening Information by Category - [Return to Top]
Environment
- Climate / Clean Technology: No Investment
- Pollution / Toxics: No Investment
- Other Environmental: No 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.