Choose responsible investment
Be part of the solution for a better future without compromising the financial performance of your investments.
By integrating environmental, social and governance (ESG) criteria into the investment decisions of all our funds and by using shareholder power through proxy voting or shareholder engagement, so that your investments contribute to improving the society and the planet.
The three components of our approach
Exercise of proxy voting rights
By enabling shareholders to positively influence the companies in which they invest. Transparency, accountability and long-term profitability are three main principles of our policy.
Integration of ESG criteria
The integration of environmental, social and governance (ESG) criteria has become an essential complement to our overall approach to risk management.
Shareholder engagement
Our partnership with shareholder engagement services firm Æquo allows us to establish dialogue with portfolio companies to encourage them to improve their ESG practices.
A lasting commitment
FÉRIQUE Fund Management is one of the first financial companies in Quebec to address the issue of responsible investment.
FÉRIQUE Funds have adopted a policy for exercising proxy voting rights based on best ESG practices.
FÉRIQUE Fund Management adheres to the United Nations Principles for Responsible Investment
FÉRIQUE Fund Management signs the Declaration of Institutional Investors on Climate-Related Financial Risks.
FÉRIQUE Fund Management joined the Responsible Investment Association (RIA) as an Associate Member. Comprised of more than 300 institutional investors and investment professionals, the RIA is the Canadian industry association dedicated to promoting responsible investment.
FÉRIQUE Fund Management has become carbon neutral for all of its operations and is committed to ensuring that its Funds align with the objectives of the Paris Agreement and become carbon neutral by 2050.
FÉRIQUE Fund Management achieves carbon neutrality for all its operations and launches two Sustainable Development Funds
In addition to applying its responsible investment policy to all FÉRIQUE Funds and Portfolios, FÉRIQUE Fund Management launched two sustainable development-themed funds in 2021.
These products offer potential for yield diversification by opening the door to new investment opportunities. They also make it possible to manage certain developing risks, in particular those related to the energy transition. Through their assets, they contribute to meeting our major societal challenges.
Two funds focused on sustainable development
Established in 2021, this Fund aims to provide income and, to a lesser extent, long-term capital appreciation. It invests, directly or indirectly (including through investments in ETFs or other UCIs), in a globally diversified portfolio, consisting primarily of fixed-income securities of government and corporate issuers which are used to finance projects or companies that aim to align themselves with the principles of sustainable development. The Fund follows a responsible investment approach linked to sustainable development.
Created in 2021, this Fund aims to maximize long-term return through capital appreciation. It invests, directly or indirectly (including through investments in ETFs or other UCIs), in a globally diversified portfolio consisting primarily of equity securities of issuers in developed or emerging markets which seek, through their products , services or actions, to align with the principles of sustainable development. The Fund follows a responsible investment approach linked to sustainable development.
Policies and Reports
Here are our responsible investment and proxy voting policies, as well as the history of proxy voting reports. To obtain an older report, please contact us.