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Triasima Portfolio Management Inc.

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

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. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

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. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。



02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

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. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)