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Fiera Capital Corporation

PRI reporting framework 2020

Export Public Responses

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Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the internal and/or external roles used by your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for responsible investment.

Roles

Select from the below internal roles

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.

In 2017, Fiera established ESG working groups in both Canada and the US to develop greater collaboration across functional teams regarding to ESG initiatives at the firm. In 2018, Fiera Capital established a more formalized Global Corporate Socially Responsible Committee. The Global CSR Committee includes representatives from the Global CIOs as well as senior level investment professionals from all regions in which Fiera Capital operates as well as senior level membership from Distribution and the Corporate related to HR and Investor Relations. The role of the Committee is to: 1) Establish the strategic priorities of the organization as it relates to CSR and ESG initiatives, 2) Discuss emerging CSR and ESG trends, 3) Track and share progress on implementing the strategic initiatives within the regional divisions, 4) Review and monitor any policy changes to our RI Policy and 5) Oversee the completion of our submission to UNPRI.  Each division has the responsibility to implement and execute plans as well as collaborate on strategic initiatives but is given the flexibility to implement the best way related to their divisional needs. The Committee meets quarterly.

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

9 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. The global CSR committee was also formed by the a past member of the CIO Office

The people listed below have a specialty in responsible investment as part of their job function, have a keen interest in the topic, and/or participate in a responsible investment program (SIPC, FSA, etc.). The following people are seen as key resources for the firms responsible investment initiatives: Vincent Beaulieu, Michael Pultrone, Heather Cooke, Nicholas Smart, Jonathan E. Lewis, Barry Ipp, Judy Temel,Tiana Kauder, and Julian Mayo. As members of the CIO office, Michael and Vincent drive the Canadian division's responsible investment initiative. Jonathan, Barry, and Judy play the same role but for our US division. Julian Mayo in the UK.


SG 07 CC. Climate-issues roles and responsibilities (Not Completed)


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


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