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Fiera Capital Corporation

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Indirect – Manager Selection, Appointment and Monitoring
Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]
Direct - Listed Equity Incorporation
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Direct - Property
Overview [PR 01] Fundraising of property funds [PR 02 - 03] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]
Direct - Infrastructure
Overview [INF 01 - 02] Fundraising of infrastructure funds [INF 03 - 04] Pre-Investment (Selection) [INF 05 - 09] Selection, appointment and monitoring of third-party infrastructure operators [INF 10] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure Monitoring and Operations [INF 12 - 14] Infrastructure Maintenance [INF 15] Stakeholder engagement [INF 16] Outputs and outcomes [INF 17 - 18] Communication [INF 19]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Fiera Capital is involved with a local group of PRI signatories (PRI Quebec) encouraging initiatives to further integrate ESG issues into the investment management process. We have also sponsored the Montreal's PRI in Person event in September 2014 as a diamond co-sponsor.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Our Infrastructure and Real Estate teams have certified their funds with GRESB

 
          Responsible Investment Association - Canada

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

The Responsible Investment Association (RIA) is Canada’s membership association for Responsible Investment (RI). Members include mutual fund companies, financial institutions, asset management firms, advisors, consultants, investment research firms, asset owners, individual investors and others interested in RI. Members believe that the integration of environmental, social and governance (ESG) factors into the selection and management of investments can provide superior risk adjusted returns and positive societal impact.

The Responsible Investment Association’s purpose is to:

Support the responsible investment activities of its members.
Promote and support an integrated reporting framework in which there is standardized disclosure of material ESG information.
Promote the integration of ESG factors into investment analysis and decision-making processes.
Promote the practice of responsible investing in Canada.

Fiera Capital has joined RIA Canada early 2016.

 
          Canadian Coalition for Good Governance (CCGG)

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Fiera Capital is a member of the Canadian Coalition for Good Governance. The CCGG is the pre-eminent corporate governance organization in Canada and is uniquely positioned to effect change as the voice of Canadian institutional shareholders.

We are an active member and help in identifying priorities related to ESG issues as well as to act in concert with other significant industry players to promote both the active ownership, the appropriate disclosure and regulatory environment on ESG issues on behalf of our clients.

Lastly, we collaborate on engagement with specific companies with them.

 
          PRI Quebec

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Fiera Capital is involved with a local group of PRI signatories (PRI Quebec) encouraging initiatives to further integrate ESG issues into the investment management process.

We also share information on how members deal with different issues and on best practices.

 
          REALPAC ESG Committee

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional] 

          Finance Montreal

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

SG 09.2. Assets managed by PRI signatories (Private)

SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description 

          An ESG committee has been formed reuniting members from all divisions and functions. Adhoc training sessions were done with portfolio management teams to promote ESG/RI investing and the use of tools to monitors ESG risks.

Frequency of contribution

Description 

          Adhoc meetings conducted with sustainable finance professor of local & renown university. Thought sharing helps shape certain parts of the professors curriculum.

Frequency of contribution

Description 

          Finance Montreal - Declaration of Institutional Investors
on Climate-Related Financial Risks

Frequency of contribution

Description 

          Fiera Capital is present at the quarterly PRI Quebec meetings and one of our colleagues also moderated a discussion panel at the PRI Quebec annual event.

Frequency of contribution

Description 

          3 short videos were made available online. One from former Deputy CIO, a second from our Senior Analyst, CIO Office, and a third from a portfolio manager, Canadian Equities. The first two videos were about the firms general approach and our future plans. The third video described the Canadian Equity teams approach to ESG integration as well as a brief ESG assessment of select companies held in the portfolio.

We also wrote & published several white papers on engagement examples from our investment teams.

In another whitepaper cited how certain ESG considerations can play a significant role in our Multi Asset Class Solutions

Frequency of contribution

Description 

          Judy Temel was appointed to PRI Advisory Committee on Credit Ratings

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

SG 11. Dialogue with public policy makers or standard setters (Private)

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