Supporting responsible investment
Help create a better future without jeopardizing the returns on your investments.
Our approach to responsible investment
With the exception of FÉRIQUE ETF Portfolios, a long-term responsible investing approach is integrated into FÉRIQUE Funds and Portfolios.
Depending on the fund, the assessment of ESG factors may be directly linked to investment objectives¹, or integrated to a more limited extent into the investment strategy², in which case it represents one of many components used to achieve the objectives of these funds.
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.
In addition, we set engagement targets with Fund managers and collaborate with other stakeholders on an ad hoc basis.
By selecting and monitoring managers and sub-managers who integrate ESG (environmental, social and corporate governance) factors into their investment analysis and decision-making process.
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.
In 2016, FÉRIQUE Fund Management implemented its Responsible Investment Policy.
The Policy aims to define a clear and flexible framework allowing it to integrate considerations related to responsible investment into its fund management, while taking into account the asset classes in which it invests.
See the Responsible Investment Policy
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.
Vision for a sustainable future
FÉRIQUE Fund Management offers two funds on the theme of sustainable development, which take ESG factors into account in their investment objectives.
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.
Acting on our commitment
As non-profit organizations, FÉRIQUE Fund Management and its subsidiary FÉRIQUE Investment Services strive to have a positive impact on our clients, the planet, and society. To achieve this, we have implemented a sustainable development master plan focusing on four main areas: governance, people, the planet, and assets under management.
This sustainable development report provides an update on our achievements and progress for 2024.
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.
¹ FÉRIQUE Global Sustainable Development Bond and Global Sustainable Development Equity.
² For Funds that integrate ESG factor assessment to a limited extent, the responsible investing approach is not the primary investment strategy, but rather one of several components used to help achieve the Funds’ objectives.