Strategy Overview
Investment Approach
Fiera Capital’s expertise in managing insurance assets goes back more than 20 years. Our dynamic investment process, which combines return objectives with specific insurance risk metrics such as actuarial reserves and capital requirements, ensures that our asset portfolios are best aligned with our clients’ investment, balance sheet and financial statements objectives under all market environments. Our main objective is to build an optimal portfolio based on the liability profile and specific risk metrics of each client. Our in-house optimization tools, built and designed by our team of experienced actuaries and investment professionals, are at the heart of our portfolio construction process. With different investment strategies evolving with market conditions, our team will take advantage of every market opportunity within our risk budget in order to maximize investment return and improve our clients’ financial statements.
Key Characteristics
- Approach that improves balance sheet and financial statements
- Integration of specific risk metrics in the portfolio risk management
- Portfolio optimization: maximum return based on target solvency ratios
- Dynamic approach: different strategies depending on market conditions
- Continuous and rigorous risk management through disciplined investment process
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.
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