Responsible investing includes a broad range of approaches that incorporate ESG factors in the investment decision-making process. This means that companies are evaluated on how well they manage the ESG matters relevant to their industries, on top of traditional financial metrics.
Choosing a Responsible Investing Portfolio at RBC InvestEase helps you invest for your future—and the world’s:
Drive positive change with an investment portfolio that focuses on companies that are among the best stewards of our communities and our planet. See how we build your Responsible Investing Portfolio.
Our Responsible Investing Portfolios are designed to maintain similar risk and return characteristics to our Standard Portfolios, which means you can invest with your values without necessarily sacrificing long-term financial performance.
Helping Canadians reach their goals while being a force for positive change is important to us. In 2021, RBC was recognized as a leader by external rating agencies for our commitment to sustainability and ESG investing.Legal Disclaimer 1
The Responsible Investing approach we use in our portfolios focuses on companies with the highest ESG scores.
We also remove companies involved in tobacco, contentious weapons, civilian firearms and severe controversies.
Our Portfolio Advisor team chose to build our Responsible Investing Portfolios using iShares ESG Aware exchange-traded funds (ETFs) managed by BlackRock Canada. For portfolios that have exposure to global government bonds, the iShares Global Government Bond Index ETF (ticker XGGB) is used.
The ETFs in our Responsible Investing Portfolios are designed to maximize exposure to companies with higher ESG scores, according to MSCILegal Disclaimer 2, while maintaining risk and return characteristics similar to the ETFs used in our Standard Portfolios. That means that the RBC InvestEase Responsible Investing Portfolios allow you to invest with your values, without necessarily sacrificing financial returns.
Make a positive impact by investing in companies that align with your values
Progress towards your future goals without necessarily giving up your financial performance
Invest with a trusted partner with industry-leading experience
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The ETFs in our Responsible Investing portfolios use a methodology developed by MSCI, a leading provider of ESG research and data. The investment process begins by excluding companies involved in tobacco, controversial weapons, civilian firearms, as well as those companies involved in severe controversies. The remaining companies are then assessed on how well they manage their environmental, social and governance (ESG) risks. The process identifies a total of 37 key issues, including climate change, natural resources, human and labour rights, corporate governance and others, that are considered for measurement at the industry level.
Responsible Investing primarily focuses on risk management, aiming to avoid companies that poorly manage their risks. We believe companies that effectively manage these risks over the long-term could achieve superior financial results versus their less-effective peers. Managing these types of risk goes beyond just dollars and cents and can be a force of positive impact on society.
Canadians have trusted RBC’s expertise to manage their investments for generations. Our team of experts reviewed the Responsible Investing options available for Canadians and selected ESG ETFs from RBC iShares based on the investment approach and screening capabilities used.