Supporting responsible investment
Help create a better future without jeopardizing the returns on your investments.
Our approach to responsible investment
Gives shareholders a say to have a positive influence on companies in which they invest. Transparency, accountability and long-term profitability are the three principles guiding our policy.
A partnership with Æquo Shareholder Engagement Services allows us to establish a dialogue with companies held in the portfolio to move them to improve their ESG framework.
Integrating environmental, social and governance (ESG) considerations is now a key aspect of our global risk management approach.
Aiming for carbon neutrality for the FÉRIQUE Fund family.
A lasting commitment
FÉRIQUE Fund Management was among the first financial corporations in Québec to address the issue of responsible investment.
FÉRIQUE Funds adopt a proxy voting policy focused on ESG best practices.
FÉRIQUE Fund Management joins the United Nations’ Principles for Responsible Investment.
FÉRIQUE Fund Management signs on to the Declaration on Financial Risks Related to Climate Change.
FÉRIQUE Fund Management signs on to the Climate Action 100+ initiative and joins the Responsible Investment Association (RIA) as an associate member. Comprised of over 300 institutional investors and individual investment professionals, the RIA is the Canadian association dedicated to promote responsible investment within the industry.
Through a variety of strategies, these funds contribute to the effort to fight climate change, and also aim to make a positive contribution to society through their sustainable development approach.
The year 2023 has allowed FÉRIQUE Fund Management both to reap the fruits of previous efforts in terms of responsible investment, but even more so, to look resolutely towards the future by implementing initiatives that will generate the benefits of tomorrow.
In addition to implementing its Responsible investment policy with regard to all FÉRIQUE Funds and Portfolios, FÉRIQUE Fund Management launched two sustainable development-focused funds in 2021.
These products diversify return opportunities by paving the way for new investment opportunities. They also make it possible to manage certain emerging risks such as those related to the energy transition. Through their assets, they help address society’s greatest challenges.
Two funds focused on sustainable development
Created in 2021, the Fund seeks to provide income and, to a lesser extent, long-term capital appreciation. It invests, directly or indirectly (including through investments in ETFs or other mutual funds), in a globally diversified portfolio, composed mainly of fixed income securities of governments and corporations that are used to finance projects or businesses that aim to align with sustainable development principles. The Fund follows a responsible investment approach focused on sustainable development.
Created in 2021, the Fund seeks to maximize long-term return through capital appreciation. It invests, directly or indirectly (including through investments in ETFs or other mutual funds), in a globally diversified portfolio, composed mainly of equity securities of both developed and emerging market issuers, which aim to align with the principles of sustainable development through their products, services or actions. The Fund follows a responsible investment approach focused on sustainable development.
In addition to the Funds that incorporate ESG (environmental, social, and governance) criteria into their investment strategy to a limited extent, FÉRIQUE Fund Management offers two Funds that explicitly consider ESG factors in their investment objectives.
Policies and reports
Here are our responsible investment and proxy voting policies, as well as our proxy voting records. Please contact us if you wish to consult an older report.
*The FÉRIQUE Funds use a responsible investment approach, as described in the simplified prospectus. FÉRIQUE Fund Management offers two Funds that explicitly consider ESG factors into their investment objectives: the FÉRIQUE Global Sustainable Development Equity and the FÉRIQUE Global Sustainable Development Bond Funds. The responsible investment approach is one of several investment strategies used to help the other FÉRIQUE Funds achieve their objectives, its impact is therefore limited. ESG criteria and engagement with companies are not components of the Funds’ investment objectives and, consequently, are not part of the Funds’ core strategy.