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RBC Global Asset Management

PRI reporting framework 2017

You are in Strategy and Governance » Implementation not in other modules

Implementation not in other modules

SG 12. ESG issues in strategic asset allocation

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

12.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

12.3. Additional information. [OPTIONAL]

Our strategic asset allocation process is not designed to incorporate granular factors such as ESG issues, and tends to focus on macro shifts in market conditions over the short and medium-term.  As such we consider ESG factors to be most relevant to individual companies, and in some instances, for certain sub-sectors.


SG 13. Long term investment risks and opportunity (Not Completed)


SG 14. Allocation of assets to environmental and social themed areas

New selection options have been added to this indicator. Please review your prefilled responses carefully.

14.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

14.2. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

0.1 % of AUM

Brief description and measures of investment

RBC GAM's Access Capital Community Investment Strategy is an investment solution offered through our U.S. operations to clients in the U.S. Access Capital aids 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.

Investments must serve a low to moderate income family or community; home owners who earn 80% or less of the area-median income or multi-family rental housing that is 51% or more subsidized; nursing homes that serve a high percentage of medicare patients; small business loans in low to moderate income census tracks; or taxable municipal bonds that serve low to moderate income communities or populations.

0.1 % of AUM

Brief description and measures of investment

RBC GAM's Access Capital Community Investment Strategy is an investment solution offered through our U.S. operations to clients in the U.S. Access Capital aids 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.

Investments must serve a low to moderate income family or community; home owners who earn 80% or less of the area-median income or multi-family rental housing that is 51% or more subsidized; nursing homes that serve a high percentage of medicare patients; small business loans in low to moderate income census tracks; or taxable municipal bonds that serve low to moderate income communities or populations.

0.1 % of AUM

Brief description and measures of investment

RBC GAM's Access Capital Community Investment Strategy is an investment solution offered through our U.S. operations to clients in the U.S. Access Capital aids 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.

Investments must serve a low to moderate income family or community; home owners who earn 80% or less of the area-median income or multi-family rental housing that is 51% or more subsidized; nursing homes that serve a high percentage of medicare patients; small business loans in low to moderate income census tracks; or taxable municipal bonds that serve low to moderate income communities or populations.

          RBC Fossil Fuel Free Global Equity strategy
        
0.1 % of AUM

Brief description and measures of investment

RBC GAM launched the RBC Fossil Fuel Free Global Equity strategy in 2016. This is the first sustainability-themed strategy we have launched. The strategy will not invest in issuers or vehicles that include issuers directly involved in extracting, processing or transporting coal, oil or natural gas, or issuers included in the Carbon Underground 200.

14.3. Additional Information [Optional]

          
        

SG 15. ESG issues for internally managed assets not reported in framework (Not Applicable)


SG 16. ESG issues for externally managed assets not reported in framework (Not Completed)


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