Total Portfolio Solutions

Fiera Capital delivers fully customized multi-asset class solutions tailored to each client’s unique investment universe, objectives, constraints, and cash flow schedule.

We seek to achieve risk-adjusted returns and long-term growth through our three-pillar approach: strategic asset allocation, tactical asset allocation, and active management, supported by disciplined investment processes and rigorous research. At the core of our portfolio optimization is our proprietary macro risk factor model, complemented by a regime-switching model to ensure adequate risk assessment across varying market conditions. Our expertise spans diverse client segments from non-profits and Private Wealth clients to pension plans and insurance companies, where we consider specific cash flow requirements and applicable legislation to optimize the total portfolio within an asset-liability management framework. We maintain proactive engagement to ensure alignment with evolving client needs.