Investment Philosophy

Fiera Capital is a prominent Canadian investment management firm recognized for its excellence in portfolio management, innovative and personalized investment solutions, and its ability to surpass client expectations.

Fiera Capital offers a broad spectrum of investment strategies across asset classes, styles and capitalization ranges. We are one of only a handful of independent investment firms providing extensive expertise in Canadian active and structured fixed income, Canadian and foreign equity, asset allocation and non-traditional investment solutions through a broad range of strategies and services.

Fiera Capital is a research-driven investment firm. We believe that disciplined, methodical analysis and the consistent application of a rigorous investment approach produce superior performance. Our active management model stresses teamwork and the free exchange of ideas among a group of highly experienced investment professionals.

At Fiera Capital, research is much more than a specialty confined to a specific department. It is the core of our investment approach and the basis of all of our management processes. Our internal fundamental research capabilities come in many forms:

  • Independent bottom-up fundamental research is the cornerstone of our Canadian and foreign equity strategies as each of our teams conducts, on average, 300 to 400 company visits and management interviews annually;
  • Rigorous top-down fundamental research, independent of sell-side analysis and of credit rating agencies, is the cornerstone of our actively managed fixed income strategies, resulting in opinions that are independent of market views;
  • In-house fundamental economic and market research drives our asset allocation process which is designed to optimize returns while striving to preserve capital in all market environments;
  • The combination of disciplined portfolio construction and true entrepreneurial values enables Fiera Capital to offer innovative solutions, customized to the specific needs of our clients.

 

Risk Management

Risk management is a pillar of Fiera Capital’s investment culture. Embedded within all of our investment processes is a rigorous approach to risk management where we strive to achieve optimal performance within an appropriate level of risk. Furthermore, the monitoring of a broad range of portfolio metrics is performed by Fiera Capital’s Performance Measurement and Risk Management group, ensuring complete independence from the investment function.

 

Responsible Investment Policy and Proxy Voting Policy

At Fiera Capital Corporation, we have a duty to act professionally, responsibly and diligently in the best interest of our investors and stakeholders with a view to create long-term, sustainable value. Our mandate is to generate the best return possible for our clients within the risk constraints of each individual investment policy. We believe responsible investing is core to our ability to satisfy both our duty and mandate without sacrificing returns.

We invite you to consult the Responsible Investment Policy and Proxy Voting Policy to know more about Fiera Capital Corporation’s approach to integrating material environmental, social and governance (ESG) assessments into our investment processes.