Asset Allocation

Investment approach

Fiera Capital’s asset allocation team conducts fundamental research that revolves around the outlook for central banks the global economy, and is supplemented by quantitative research to frame the outlook for various asset classes, regions, and sectors, with an ultimate goal of maximizing risk-adjusted returns.

The disciplined investment process is framed around an analysis of various macroeconomic scenarios that reflects the investment environment in which we are engaging over the next 12 months, including our base case scenario and the potential opportunities and/or risks to that base case.  The asset allocation team assigns economic and financial market forecasts under each scenario that compiles our own proprietary matrix of expected returns – which ultimately dictates the asset allocation decision based on our most probable scenario in the coming year.

Key Characteristics