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Fiera Capital Corporation

PRI reporting framework 2017

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Implementation processes

FI 04. Incorporation strategies applied

04.1. Indicate 1) Which ESG incorporation strategy and/or combination of strategies you apply to your actively managed fixed income investments; and 2) The proportion (+/- 5%) of your total actively managed fixed income investments each strategy applies to.

SSA
0 Screening alone
0 Thematic alone
98 Integration alone
2 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (financial)
0 Screening alone
0 Thematic alone
98 Integration alone
2 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (non-financial)
0 Screening alone
0 Thematic alone
99 Integration alone
1 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%

04.2. Describe your reasons for choosing a particular ESG incorporation strategy and how combinations of strategies are used.

Screening

A number of Fiera's clients require that companies deemed unethical be screened out from their portfolios. A company will be deemed ineligible if it derives more than 10% of its revenue, either directly or indirectly, from a list of products or services.

Screening + Integration Strategies

The screening restricts the investable universe to companies not deriving revenue from unethical products or services. The integration strategies try to identify ESG issues, and to the extent that any of these are viewed negatively by our portfolio managers, a risk premium is required rendering a potential investment less appealing from an investment standpoint. The combination of both screening and integration strategies allows for the mitigation of non-financial risks.

Integration Only

Since January 1st, 2016, All of Fiera's Pooled Funds are integrating ESG factors into the fundamental investment decision-making process of the Fund. Fiera Capital is of the view that well-managed companies are generally those that demonstrate high ethical and environmental standards and respect for their employees, for human rights and for the communities in which they do business. These factors are taken into consideration in our fundamental analysis of the investments, as per each investment team's investment process

04.3. Additional information [Optional].


FI 05. ESG issues and issuer research (Private)


FI 06. Processes to ensure analysis is robust

06.1. Indicate how you ensure that your ESG research process is robust:

06.2. Describe how your ESG information or analysis is shared among your investment team.

06.3. Additional information. [Optional]


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