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Triasima Portfolio Management Inc.

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Our approach to sustainable investing is consistent with the United Nations Principles for Responsible lnvesting (UN PRI). Triasima commits to: Maintain ESG issues into our investment approach and decision-making processes and seek appropriate disclosure on ESG issues by the entities in which we invest; Engage with the entities we invest in, exercise our clients' voting rights in accordance with our Proxy Voting Policy, and collaborate with other organizations to advance and promote sustainable investment practises; and Report on our activities and progress towards implementing sustainable investing.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

At Triasima, our investment approach consists of combining three analytical methods - fundamental, quantitative, and trend analysis - to capture all aspects that may influence the future performance of securities. We call this proprietary methodology the Three-Pillar Approach™.

Environmental, social, and governance (ESG) factors have been a key variable of the fundamental pillar since its inception. We use ESG factors to better understand the entities we invest in and to mitigate risk. Therefore, the integration of ESG factors is integral to Triasima's investment approach.

01.6. Additional information [Optional].


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.


02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].

SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Applicable securities laws require securities dealers, advisors, and investment fund managers to take reasonable steps to identify and respond to existing material conflicts of interest and those that TRIASIMA in its reasonable opinion would expect to arise between the firm and individuals acting on its behalf and a client.

TRIASIMA takes reasonable steps to identify and respond to any existing material conflicts of interest that in its reasonable opinion would expect to arise, between the firm, including each individual acting on the firm's behalf, and a client. There are two main aspects considered: 

Managed account transactions: As a registered advisor, we must not knowingly cause an investment portfolio managed by us, including an investment fund for which we act as an advisor, to purchase a security of an issuer in which a responsible person is a partner, officer or director unless it is disclosed to the client and written consent is obtained before the purchase.

Related and connected securities: We must not make a recommendation to buy, sell, or hold a security issued by TRIASIMA or of a related issuer or, during the security’s distribution, a security of a connected issuer of TRIASIMA unless certain conditions are fulfilled.


03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)