An organization committed to Responsible Investment

Due to the significant impact they can have on society and the environment, FÉRIQUE Fund Management believes that environmental, social and governance (ESG) issues must be integrated into its investment decisions; it is therefore committed to constantly doing more in this area.

Developed in 2006, the FÉRIQUE Funds’ Responsible Investment Policy governing the exercise of proxy voting rights has made FÉRIQUE Fund Management one of the first financial companies in Quebec to address the issue of responsible investment. Since then, its commitment has grown. In 2011, it joined the United Nations Principles for Responsible Investment (UN PRI). In 2016, FÉRIQUE Fund Management adopted a Responsible Investment Policy that defines the components of its responsible investment actions. In 2017, it signed the Declaration of Institutional Investors on Climate-Related Financial Risks and two years later it became a member of the Responsible Investment Association and a signatory  to the Climate Action 100+ initiative.


Our approach to Responsible Investment has three components:

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 objectivesencourages 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.

Learn more:

  1. Responsible Investment Policy
  2. Proxy voting reports
  3. Acticity reports on responsible investment
  4. Our webinars on responsible investment

A FEW dates

2006

The organization was among the first financial companies in Quebec to address the issue of responsible investment by developing its Responsible Investment Policy in April 2006, governing the exercise of the FÉRIQUE Funds’ proxy voting rights

 

2011

In 2011, our commitment led us to become a signatory to the United Nations Principles for Responsible Investment (UN PRI). FÉRIQUE Fund Management is today part of a growing group of more than 1,500 signatory organizations located in nearly 60 countries.

 

2017

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

 

2019

FÉRIQUE Fund Management joined the Responsible Investment Association (RIA) as an Associate MemberComprised of more than 300 institutional investors and investment professionals, the RIA is the Canadian industry association dedicated to promoting responsible investment.

 

FÉRIQUE Fund Management is a signatory to the Principles for Responsible Investment, an initiative of the United Nations Secretary General, set up by the United Nations Environment Program Financial Initiative (UNEP FI) and the United Nations Global Compact. It is a set of six general principles (available in French only) of good conduct oriented towards responsible investment and therefore, which advocate the integration of ESG factors.

FÉRIQUE Fund Management joined the Responsible Investment Association (RIA) as an Associate Member in 2019.  The RIA is the Canadian industry association dedicated to promoting responsible investment, that is, the integration of ESG factors in the selection and management of investments.

“FÉRIQUE Fund Management is a long-time advocate  for responsible investment and shareholder engagement, and we look forward to working with them to develop  responsible investment in Canada,” said Dustyn Lanz, Chief Executive Officer of the RIA.

Learn more