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Fiera Capital Corporation

PRI reporting framework 2017

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities


Roles present in your organisation

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

For portfolio managers or investment analysts, no specific goals are set in terms of how they should be integrating RI or ESG score targets, but they are responsible for being able to articulate how they are integrating and describing what is most important in relation to their investment style and approach. 

For a number of mandates, including those with an ESG focus, the improvement in integration or ESG score is driven by both the expectation of higher ESG standards by clients/beneficiaries and by the CIO Office which has specific ESG integration targets and objectives to reach.

CIO Office has the mandate to establish the main integration objectives, identify the initiatives that the firm intends to implement over the short, mid and long term, provide support to portfolio managers to help them understand the ESG-related issues faced by certain companies, leverage relationship with ESG research providers (ISS, MSCI ESG, and other potential ESG research providers), participate in a local group of PRI signatories striving to promote acceptance of the Principles, promote good governance practices in conjunction with CCGG, maintain and review the Guidelines and Policies on responsible investments when deemed appropriate.

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

2 Number

07.4. Additional information. [Optional]

The CIO Office has two part-time resources dedicated to responsible investment.

The CIO Office works closely with the investment teams to raise awareness for potential non-financial ESG related risks. The CIO Office also provides support related to the ESG data provider. The MSCI ESG platform enable the investment teams to identify the securities presenting certain ESG-related risks, as well as their level of disclosure and the policies on ESG issues relative to an industry peer group. It also provide additional research and industry trends for the portfolio managers to gain insight on the degree of the non-financial risk involved in owning certain securities.It also provides additional information on major controversies that can have material impact on shareholders.

The CIO office also formed working groups to discuss ESG integration and promotion of the PRI principles.

SG 08. RI in performance management, reward and/or personal development (Private)