Tax Efficient Fixed Income ESG

Investment approach

We believe that investment teams should consider information on the sustainability of their investment options to meet the standards of good corporate citizenship. Therefore, Fiera Capital has designed a framework for the consistent evaluation of Environmental, Social and Governance (ESG) factors in corporate and municipal credit. In addition to the application of our municipal ESG framework, we offer investors the option to target bonds we believe support equality, including those funding essential services, healthcare, education, mass transit, green space and others. Further customization can be made to screen out and select bonds based on investor preferences and values.

Key Characteristics

  • After-tax total return orientation
  • Credit research emphasis
  • Transparency
  • Preservation of capital
  • Risk management focus
  • ESG risk analysis framework and security selection
  • Sustainability themed investing
  • Impact/Community investing