Strategy Overview

Strategy Description

Through rigorous due diligence and extensive fundamental research conducted by our highly experienced internal infrastructure investment team, the strategy focuses mainly on asset selection and shall invest primarily in debt investments relating to essential assets with monopoly characteristics in regulated environments or with acceptable long term contractual regimes. Our deep expertise in infrastructure investments combined with rigorous due diligence and hands-on engagement helps us add value through security selection with an emphasis on project characteristics, structure, and performance monitoring. Although most infrastructure assets are inherently ESG friendly, our philosophy goes beyond the typical approach of limiting downside risks and aims to focus on the potential upside from favorable ESG attributes – both from a financial and a sustainable perspective.

Key Differentiators

  • Fixed income cash flow stream secured by high quality assets with an investment grade credit profile
  • Ability to hedge long-term liabilities (asset-liability matching) for long-term institutional investors
  • Low observed correlations with other asset classes; diversified risk drivers
  • Naturally aligned with ESG and Responsible Investing principles
  • Attractive risk/return profile when compared to traditional corporates

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.