Strategy Overview

Investment Approach

Fiera Capital’s risk management team provides systematic and customized volatility management and downside protection solutions to help our clients navigate through changing market conditions.

Relying on a robust infrastructure and state of the art modeling capabilities, Fiera Capital’s investment professionals develop customized volatility management and capital preservation solutions in order to dynamically stabilize the performance of our clients’ portfolios in turbulent markets. By continuously monitoring market conditions and responding to proprietary risk metrics, we help our clients focus on performance growth while efficiently managing their exposure to market downturns.

Key Characteristics

  • Dynamic and cost effective risk management solutions
  • Adaptive to market environments and volatility conditions
  • Highly customized to meet clients’ objectives
  • Disciplined and rigorous approach
  • State of the art methodologies and proprietary models

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.