Strategy Overview
Strategy Description
The Fiera Balanced Integrated Fund is a diversified investment solution designed to deliver a balance of capital appreciation and income.
The fund combines actively managed equity and fixed income components with a disciplined top-down asset allocation framework grounded in proprietary macroeconomic analysis. Investments are selected from across Fiera Capital’s platform, emphasizing high-quality securities and strong risk-adjusted returns. ESG considerations are embedded across all underlying strategies. With a fully liquid, public markets focus, the fund aims to provide consistent long-term performance through a combination of quantitative analytics, active management and risk budgeting.
Key Differentiators
- Optimized and diversified traditional 60/40 investment solution managed by the Multi-Asset Class Solutions (MACS) Team
- Underlying actively managed investment strategies across both Fixed Income and Equity asset classes
- Implementation of the Global Tactical Asset Allocation strategy
- All underlying investment strategies apply strong considerations towards Environmental, Social, and Governance (ESG) factors
Investment Team
The Multi-Asset Class Solutions (MACS) Team builds strategic asset allocation using a comprehensive top-down quantitative investment process to create efficient solutions to meet investors’ objectives. Our proprietary macroeconomic risk factor model is the core of our asset allocation framework to identify attractive risk premiums and risk budgeting across asset classes. Underlying investment strategies are selected from our investment platform with aim of deliverying superior risk-adjusted returns. The team has a depth of expertise in portfolio management, financial engineering, and quantitative analytics to deliver superior client outcomes and services.
Caroline Grandoit FSA, CFA, CERA
Disclaimer
Nothing on this website should be viewed as a recommendation, offer or solicitation to buy or sell any security or investment and does not constitute investment, legal, tax or accounting advice. Services are offered only to qualified investors and only in accordance with applicable laws and regulations in each relevant jurisdiction. Information is believed to be accurate as of the publication date but may change without notice; no warranty is provided, and Fiera Capital and its affiliates disclaim liability for its use.
Past performance is not a guarantee of future results. Inherent in any investment is the potential for loss. Target returns are aspirational, forward-looking and do not represent actual performance. There is no guarantee that such performance will be achieved, and actual results may vary substantially. Metrics (e.g., exposures, ratios, characteristics) are for reference only and may not capture all relevant factors. Different metrics may lead to materially different conclusions; Any specific holdings mentioned are for illustration only, and may not represent the full portfolio, past holdings, or future positions. Indices are unmanaged, not investable, and do not reflect fees or expenses. Index comparisons are provided for context and portfolio holdings may differ significantly from those of any index; All investment strategies involve risks, including market, economic, financial, operational, liquidity, valuation, and regulatory risks. Certain strategies may use leverage, derivatives, or concentrated exposures, which can increase volatility and risk of loss; No strategy, diversification approach, or risk management technique can eliminate risk, or guarantee returns in all market environments; Investors should review relevant governing documents and consult their own advisers before making investment decisions.
Environmental, social, governance (“ESG”) or impact related goals, commitments, or initiatives referenced on this website are voluntary, may not apply uniformly across strategies, and may be modified or discontinued at Fiera Capital’s discretion. ESG-related processes do not guarantee any specific investment outcome.