RBC I&TS mandated by Melior Investment Management
July 3, 2019

RBC Investor & Treasury Services (RBC I&TS) has been appointed custodian and administrator for new boutique fund manager, Melior Investment Management. RBC I&TS will provide custody and fund administration services for Melior, which launched its first fund on July 1.

Lucy Steed, Melior's Chief Executive Officer, said: "We selected RBC I&TS as our custody partner because of its focussed strategy for asset managers and its strong ESG (environment, social and governance) credentials, including the diversity of its team, which we felt were a good fit for our new fund."

"We have been impressed with RBC's asset manager offering and look forward to partnering with RBC I&TS in supporting the growth and expansion of our business."

"RBC is a purpose-driven company," said David Brown, Managing Director for Global Client Coverage for RBC I&TS Australia. "Creating a positive social impact to help clients thrive and communities prosper is absolutely integral to everything that we do."

"We have a strong connection with Melior's impact investment approach. At RBC, we measure and report on a comprehensive ESG composite index every year, presenting our sustainability credentials in areas such as our risk conduct, percentage of women directors and executives, and the value of our socially responsible investments."

RBC I&TS describes Melior as a dedicated impact manager, investing in Australian and New Zealand equities and seeking to deliver competitive market returns and positive social and environmental impact.

It says that Melior has launched the Melior Australian Impact Fund, with an investment framework built around the UN Sustainable Development Goals. Melior is the Fund's investment manager, with The Trust Company (RE Services Limited), a Perpetual group company, serving as the responsible entity and product issuer.





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RBC Investor & Treasury Services (RBC I&TS) has been appointed custodian and administrator for new boutique fund manager, Melior Investment Management. RBC I&TS will provide custody and fund administration services for Melior, which launched its first fund on July 1.

Lucy Steed, Melior's Chief Executive Officer, said: "We selected RBC I&TS as our custody partner because of its focussed strategy for asset managers and its strong ESG (environment, social and governance) credentials, including the diversity of its team, which we felt were a good fit for our new fund."

"We have been impressed with RBC's asset manager offering and look forward to partnering with RBC I&TS in supporting the growth and expansion of our business."

"RBC is a purpose-driven company," said David Brown, Managing Director for Global Client Coverage for RBC I&TS Australia. "Creating a positive social impact to help clients thrive and communities prosper is absolutely integral to everything that we do."

"We have a strong connection with Melior's impact investment approach. At RBC, we measure and report on a comprehensive ESG composite index every year, presenting our sustainability credentials in areas such as our risk conduct, percentage of women directors and executives, and the value of our socially responsible investments."

RBC I&TS describes Melior as a dedicated impact manager, investing in Australian and New Zealand equities and seeking to deliver competitive market returns and positive social and environmental impact.

It says that Melior has launched the Melior Australian Impact Fund, with an investment framework built around the UN Sustainable Development Goals. Melior is the Fund's investment manager, with The Trust Company (RE Services Limited), a Perpetual group company, serving as the responsible entity and product issuer.



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