Global Investment Office

Global
Investment
Office

Clarity. Alignment. Resources.

The Global Investment Office (GIO) supports investment teams across the firm, enabling them to deliver strong outcomes for our clients.

Mandate

  • Set the firm’s investment direction and support execution across investment platforms
  • Oversee performance, risk and sustainability
  • Align investment platforms to the firm’s mission, risk appetite and long-term strategy
  • Clarify decision rights and escalation pathway
  • Serve as a forum for collaboration, governance and platform growth

Structure

The GIO is comprised of senior leaders who are responsible for the firm’s entire investment offering across its Public Markets, Private Markets and Total Portfolio Solutions platforms.

Each platform is represented by a GIO Member who supports the investment teams, fosters innovation and manages the mandates within their respective division, while Co-Chairs provide oversight and guidance to align platforms with the firm’s strategic objectives.

Areas of Focus

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Accountability

Shared between GIO and investment teams
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Oversight

Platform strength, mandate capacity and client demand
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Implementation and Trading

Global trading and rebalancing
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Insights and Product Development

Multi-asset mandates, research and thematic analysis
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Risk and Sustainable Investing

Integrated risk and sustainability oversight across Public and Private Markets

Decision-Making

Global Investment Office

  • Provide support to investment teams
  • Approve new strategies/platforms, as well as mandate changes
  • Review underperformance and may recommend strategy closure or mergers

Investment Teams

  • Manage strategies autonomously within mandates
  • Make day-to-day investment decisions

Advantages

Firm-wide direction and coordination across all investment platforms enables employees to work more efficiently to help achieve Fiera’s strategic, long-term objectives.

Clear decision-making structure and escalation pathways strengthen governance and accountability.

Decentralized investment authority within established mandates preserves the autonomy and specialization that set our teams apart.

Collaboration and sharing key insights help us to innovate and strengthen implementation across our entire investment offering.

Integration of sustainability and risk management enables us to apply standards and promote best practices consistently across different teams and regions.