MONTREAL, May 14, 2024
/CNW/ - Fiera Capital Corporation ("Fiera Capital" or the
"Company"), a leading independent asset manager with over
C$165.2 billion AUM as at
31 March 2024, is proud to announce
that it has been selected to manage fixed income investments on
behalf of Investi Fund. Launched in May
2023, the Investi Fund is led by Innocap, a global leader in
managed account platforms, as well as Finance Montréal,
Quebec's financial cluster.
As part of the mandate, Fiera Capital will utilize its Global
Sustainable and Impact Bond Strategy (the "Strategy"). The Strategy
was established in February 2020 and
is co-managed by Alexandre Cousineau
and Nicolas Vaugeois, Portfolio
Managers, under the leadership of Charles
Lefebvre, Senior Portfolio Manager and head of Fiera
Capital's Active and Strategic Fixed Income team. The Strategy has
outperformed annualized benchmarks and ranked in the first quartile
within the global fixed income sustainability and impact investing
universe since its inception, according to eVestment. Driven by the
Company's entrepreneurial culture and its commitment to integrating
ESG factors at all stages of its investment processes, this
Strategy offers investors an effective way to participate in the
development of a low-carbon economy, energy transition, and social
development while achieving performance objectives. By providing
access to global investing opportunities rather than focusing on a
single region, the Strategy supports worldwide efforts to address
climate change and similar global sustainability challenges.
"With a global profile and over two decades of experience in
responsible investing, Fiera Capital remains firmly rooted in
Quebec, and our team is thrilled
to have the opportunity to help build the province's international
standing in the sustainable finance sector," said Charles Lefebvre. "By leveraging the substantial
expertise of our Fixed Income team in green bonds and thorough ESG
analysis of their issuers, we have been able to achieve positive
results in both financial and sustainability measures. I am
confident that our latest partnership with Investi will only
further serve to grow the impact of sustainable investment within
Quebec and beyond."
"We are proud to establish a partnership with Investi and look
forward to building on the foundation of mutual trust and shared
ambition that underpins our work together," commented Maxime
Ménard, President and Chief Executive Officer, Fiera Canada and
Global Private Wealth. "As many investors continue to increase
their expectations regarding due diligence and responsible capital
allocation, Fiera Capital is committed to providing investment
solutions that are tailored to meet the unique needs of each of our
clients while delivering added value."
"Investi is an important initiative for Innocap, reflecting our
commitment to facilitating the participation of institutional
investors in the energy transition and the fight against climate
change. We are delighted to begin this collaboration with such
dedicated firms as Fiera Capital, Manulife and Van Berkom," stated François Rivard, CEO,
Innocap.
About the Global Sustainable and Impact Bond Strategy
Established in February 2020, the
Fiera Global Sustainable and Impact Bond Strategy's primary
objective is to offer an innovative actively managed global fixed
income solution while participating in the development of a
low-carbon economy, energy transition and social development.
Climate change and sustainability is not country specific, but
instead is universal, as such the strategy seeks to maximize its
sustainable impact across a diversified set of the United Nations
Sustainable Development Goals (SDGs) globally. To achieve this
objective, the strategy will primarily invest in global fixed
income instruments that provide a positive impact while delivering
financial returns. All investments will be assessed on their
material ESG risks, alignment with the SDGs and contribution to the
overall risk/return profile of the strategy.
About Fiera Capital Corporation
Fiera Capital Corporation ("Fiera Capital") is a leading
independent asset management firm with a growing global presence.
Fiera Capital delivers customized and multi-asset solutions across
public and private market asset classes to institutional, financial
intermediary and private wealth clients across North America, Europe and key markets in Asia. Fiera Capital's depth of expertise,
diversified investment platform and commitment to delivering
outstanding service are core to our mission of being at the
forefront of investment management science to create sustainable
wealth for clients. Fiera Capital trades under the ticker FSZ on
the Toronto Stock Exchange.
Headquartered in Montreal,
Fiera Capital, with its affiliates in various jurisdictions, has
offices in over a dozen cities around the world, including
New York (U.S.), London (UK), and Hong Kong (SAR).
Each affiliated entity (each an "Affiliate") of Fiera Capital
only provides investment advisory or investment management services
or offers investment funds in the jurisdictions where the Affiliate
is authorized to provide services pursuant to an exemption from
registration and/or the relevant product is registered.
Fiera Capital does not provide investment advice to U.S. clients
or offer investment advisory services in the U.S. In the U.S.,
asset management services are provided by Fiera Capital's
affiliates who are investment advisers that are registered with the
U.S. Securities and Exchange Commission (SEC) or exempt from
registration. Registration with the SEC does not imply a certain
level of skill or training. For details on the particular
registration of, or exemptions therefrom relied upon by, any Fiera
Capital entity, please consult:
https://www.fieracapital.com/en/registrations-and-exemptions.
Additional information about Fiera Capital, including Fiera
Capital's annual information form, is available on SEDAR+ at
www.sedarplus.ca.
Disclosure
The information presented is for informational purposes only and
is not intended to be, and should not be construed as, an offer to
sell, or the solicitation of an offer to buy, any investment
product. The information presented in this document, in whole or in
part, is not investment, tax, legal or other advice, nor does it
consider the investment objectives or financial circumstances of
any investor.
This document may contain "forward-looking statements" which
reflect the current expectations of Fiera Capital and/or its
Affiliates. These statements reflect current beliefs, expectations,
and assumptions with respect to future events and are based on
information currently available. Although based upon what Fiera
Capital and its affiliates believe to be reasonable assumptions,
there is no guarantee that actual results, performance, or
achievements will be consistent with these forward-looking
statements. There is no obligation for Fiera Capital and/or its
Affiliates to update or to update or alter any forward-looking
statements, whether as a result of new information, future events
or otherwise.
About Investi
Investi is a family of investment funds created for the benefit
of the sustainable finance ecosystem. With its dedicated
sustainable growth capital intended to be invested with experienced
managers offering the best sustainable investment strategies,
Investi encourages the finance industry to adopt best practices in
ESG integration and impact investing. Leveraging its collective
intelligence, Investi raises industry standards to create lasting
change in the world of finance. To learn more about the Investi
Fund, visit www.investi.ca.
About Finance Montréal
Established in 2010, Finance Montréal, the financial
cluster of Quebec, is at the heart
of the development and promotion of Quebec's financial services industry and its
positioning as a global business hub that is growing, competitive,
attractive, and innovative. With its International Financial Center
team, Finance Montréal works to attract foreign financial companies
to Montreal. The organization also
focuses on fintech and innovation, sustainable finance, and talent
development. As a hub for the financial community, Finance Montréal
mobilizes its stakeholders around these areas, including the
community built around the Montréal FinTech Station that it
administers. To learn more about Finance Montréal, visit
www.finance-montreal.com/en or our LinkedIn page.
About Innocap
Since 1996, Innocap has provided institutional investors
with a superior model to structure, control, and access their
alternative investments through its dedicated managed accounts
platform. Innocap is the world's first dedicated managed accounts
platform with $59 billion USD in
assets as of December 31, 2023,
>300 funds, and >$900 billion
USD in client assets utilizing its technology. It benefits
from strong and long-term committed institutional shareholders,
including CDPQ, BNY Mellon, BNP Paribas, Fonds de solidarité FTQ,
and Walter Global Asset Management. The Innocap team consists of
more than 350 innovative professionals, and its robust financial
technology operates from 7 offices worldwide, including its
headquarters in Montreal. To learn
more about Innocap, visit www.innocap.com/en or consult our
LinkedIn page.
SOURCE Fiera Capital Corporation