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Triasima Portfolio Management Inc.

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
97.7 %
Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
2.3 %
Total actively managed listed equities 100%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

Integration of ESG

At Triasima, we believe that proper disclosure and consideration of material ESG risks and opportunities regarding the entities in which we invest can help enhance our analysis and decision­ making.

Given our unique approach, our investment process takes ESG factors into account in the fundamental pillar of our Three-Pillar approach. ESG factors are integrated in such way to understand growth patterns and to identify material risk exposure of an entity. If the risk exposure of an ESG factor is too high, it can be used as an argument to veto the entity.

< >Triasima's portfolio managers engage with entities in which we invest. ESG is systematically part of the conversation to limit the risk of leaving behind material information.

The goal of our engagement is to better understand the entities in which we invest, explore if ESG is meaningful in the entity's future evolution, have a collaborative dialogue with management, bring awareness to issues identified by Triasima, proxy and encourage entities to disclose on such issues.

ln addition to direct engagement with the company, Triasima also takes part in collaborative engagement to leverage resources and improve ESG disclosure and performance of the companies in which we invest.

Proxy voting is an important component of active ownership. Consistent with our responsibility as an investment manager, we have established policies and procedures regarding the voting of proxies we received. Our Proxy Voting Policy can be made available upon request. Proxy circulars, together with available proxy research, are reviewed in advance of each meeting. Non-routine proposals, including those involving ESG-related issues, may be given special attention and reviewed in detail. Triasima may refrain from voting when power of attorney documentation, issuer-specific special documentation, or various markets or issuer certifications are required, and where voting will have a material impact on its ability to trade the security.


01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]

LEI 02. Type of ESG information used in investment decision (Private)

LEI 03. Information from engagement and/or voting used in investment decision-making (Private)

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by


The all country world and Canadian ex-fossil equity strategies consists of investing in securities of companies from developed and emerging countries. These strategies do not invest in securities of issuers with fossil fuel reserves and that use coal for energy production.

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

In the past, we have had a dialogue with the clients.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.5. Additional information. [Optional]

LEI 06. Processes to ensure fund criteria are not breached (Private)

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis




Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]

LEI 10. Aspects of analysis ESG information is integrated into (Private)