Strategy Overview

Investment Approach

The strategy’s primary objective is to offer an innovative actively managed global fixed income solution while participating in the development of a low-carbon economy, energy transition and social development. Climate change and sustainability is not country specific, but instead is universal, as such the strategy seeks to maximize its sustainable impact across a diversified set of the United Nations Sustainable Development Goals (SDGs) globally. To achieve this objective, the strategy will primarily invest in global fixed income instruments that provide a positive impact while delivering financial returns. All investments will be assessed on their material ESG risks, alignment with the SDGs and contribution to the overall risk/return profile of the strategy.

Key Characteristics

  • Energy transition, climate change and social issues are not country specific but global
  • Access to global stakeholders on latest development and initiatives on responsible investing
  • Access to the best and most developed responsible investing opportunities globally
  • Focus on making a global climate and sustainability impact with improved opportunity to diversify exposure

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.