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RBC and Jantzi partner to provide socially responsible investing


RBC Asset Management today announced the launch of three funds - the RBC Jantzi Balanced Fund, the RBC Jantzi Canadian Equity Fund and the RBC Jantzi Global Equity Fund. Through its partnership with Jantzi Research Inc., RBC will be the first major Canadian bank to offer investors the option of socially responsible investing (SRI). The RBC Jantzi Funds provide new options for the growing number of investors who believe environmental, social and governance factors should be a primary consideration in making investment decisions.

“The RBC Jantzi Funds are designed for long-term investors who want to invest all or a portion of their portfolio in funds that screen investments for social, environmental and governance factors first,” said Brenda Vince, president of RBC Asset Management. “We deliver this through the combination of Jantzi’s widely respected SRI screening skills and RBC Asset Management’s strong investment process. The RBC Jantzi Funds are where socially responsible meets financially responsible.”

Jantzi Research Inc. is an independent investment research firm formed in 1992 to monitor the environmental, social, and governance performance of global securities. Its Best-of-Sector™ screening model is the most recognized socially responsible investment screening process in Canada.

“Jantzi Research is proud to be partnering with RBC as it becomes the first mainstream Canadian financial institution to launch a SRI mutual fund family. RBC has long been known as a leading financial services company and corporate citizen in Canada, a position reinforced by the launch of the RBC Jantzi Funds,” said Michael Jantzi, president, Jantzi Research Inc. “The combination of Jantzi Research’s leading-edge environmental, social and governance analysis with RBC Asset Management’s proprietary multi-disciplined money management process provides new opportunities for the growing number of Canadians who wish to align their financial decisions with their environmental and social values.”

The RBC Jantzi Funds are available at all RBC branches, through RBC Dominion Securities Investment Advisors and a wide range of independent distributors in no-load and F-series. D-series versions of the RBC Jantzi Funds are available exclusively through RBC Direct Investing.

RBC Asset Management Inc.
RBC Asset Management Inc. is an indirect, wholly owned subsidiary of Royal Bank of Canada. RBC Asset Management Inc. provides a broad range of investment services to investors through mutual funds, pooled funds and separately managed portfolios. With offices in major financial centres around the world, RBC Asset Management Inc. is one of Canada’s largest money managers. RBC Asset Management’s mutual fund family was awarded the “Best Overall Fund Group” in Canada for 2007 by Lipper Inc. The prestigious award is part of a global program of events held by Lipper in 21 countries to highlight funds and fund families that excel in delivering consistently strong risk-adjusted performance relative to their peers. Visit our website at RBC Asset Management is part of RBC Wealth management which directly serves affluent and high net worth clients in Canada, the United States, Latin America, Europe and Asia, provides asset management and trust services through RBC partners and third-party distributors and has over $500 billion of assets under administration, 3,500 financial advisors and $150 billion of asset under management.

Jantzi Research Inc.
Jantzi Research is an independent investment research firm that was formed in 1992. The firm evaluates and monitors the environmental, social and governance performance of global securities. The Jantzi Research Best-of-Sector methodology is the most widely recognized screening process in the Canadian investment market. The company also provides a comprehensive analysis of approximately 300 Canadian companies and income trusts and, through strategic partnerships, provides coverage of the Russell 3000 Index (US) and MSCI World Index.


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