Responsible Investment a value-creation lever

Gestion FERIQUE aligns your financial interests with your convictions.


BECAUSE INVESTING IS ALSO A MATTER OF VALUES.  

Environment. Community. Governance. You take these concepts to heart. You make an effort to apply them in your daily practices and actions, such as by recycling and supporting worthy causes.  

BUT ARE YOUR INVESTMENTS RESPONSIBLE?

Environmental, social and governance (ESG) factors are important drivers of long-term value, and investors should take them into account in their investment decisions.  
 
Gestion FÉRIQUE is a signatory to the Principles for Responsible Investment, an initiative of the United Nations Secretary-General that was put in place under the United Nations Environment Programme – Finance Initiative (UNEP FI) and the United Nation’s Global Compact. It is a set of six basic principles of good conduct that focus on responsible investment and therefore advocate the inclusion of ESG factors.

Our Policy is based on three basic principles:

1. PROXY VOTING

  • The first tool used by Gestion FÉRIQUE for responsible investment.
  • A key initiative that enables shareholders to have a positive impact on investee companies.
  • Uses a policy based on three principles: long-term profitability, accountability and transparency.
  • Reconciles two fundamental objectives: encourages companies to behave in a responsible manner and helps protect your assets over the long term.

2. INCLUSION OF ESG CRITERIA IN INVESTMENT ANALYSIS AND DECISION MAKING 

  • An approach that complements traditional risk management and produces superior results over the long term.
  • A pragmatic initiative designed to improve practices through collaboration, without excluding securities and without giving directives to managers; in other words, we do not require that our managers emphasize securities for ESG reasons but we encourage them to do so.
  • Emphasizes knowledge of the responsible investment policies and practices of the managers to whom FÉRIQUE gives mandates for its family of mutual funds.

3. SHAREHOLDER ENGAGEMENT 

  • A way to encourage portfolio companies to improve their ESG practices.  
  • Uses individual initiatives or collaboration with other stakeholders, with emphasis on collaborative approaches because they have greater impact.

Your choices can make a difference. 

Our approach to responsible investment will enable you to match your convictions and your investment decisions while offering you the potential for a competitive return.  

We invite you to screen our video on responsible investment (link to Institut du Nouveau Monde's YouTube page) or to consult our Responsible Investment Policy. 

Proxy voting records:

POLICY OF VOTING RIGHTS (available only in French)

Responsible investment policy (available only in French)

Making the world better: another good reason to Invest in FÉRIQUE Funds.

 

A FEW DATES

2006

The organization was among the first financial companies in Quebec to address the issue of responsible investment: in April 2006, it adopted a Responsible Investment Proxy Voting Policy for the FÉRIQUE Funds.

 

2010

In 2010, our commitment led us to become a signatory to the United Nations Principles for Responsible Investment (UN PRI). Gestion FÉRIQUE is a member of a growing group of more than 1,500 signatory organizations in almost 60 countries.