Responsible Investment, a value-creation lever

FÉRIQUE Fund Management aligns your financial interests with the issues related to ESG factors.

BECAUSE INVESTING IS ALSO A MATTER OF sustainability 

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.  


YOUR CHOICES CAN MAKE THE DIFFERENCE

Our approach to responsible investing will encourage companies in which we invest to embrace the best practices, while offering you the potential for competitive returns.


NEWS

FÉRIQUE Fund Management signs the Declaration of Institutional Investors on Climate-Related Financial Risks 

FÉRIQUE Fund Management is proud to be one of the inaugural signatories of the Declaration of Institutional Investors on Climate-Related Financial Risks.

This Declaration is calling on publicly traded companies in Canada to commit to enhanced disclosure on their exposure to climate change risks, and the measures they are taking to manage them.

To learn more, see the Declaration or the Press release issued by Finance Montréal.

Our Responsible Investment 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.

> Read the Policy of Voting Rights*
> See the voting reports*

*These documents are available only in French

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.

View our Responsible Investment video (below, available in French only) and read our Responsible Investment Policy.



 

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. 

LEARN MORE ABOUT RESPONSIBLE INVESTMENT