We seek to balance a sustainable approach to investing with creating real value for our clients.

At Triasima, we integrate environmental, social, and good governance (ESG) factors into our stock selection and portfolio construction to better manage ESG risks and opportunities, while having a positive impact on society. This is why we are a signatory to the United Nations Principles for Responsible Investment.

Some key facts about the PRI

6
principles
+ 4,000
signatories
+ 60
countries represented
+ 120 billion$
US$ in assets

Examples of ESG factors

Environment

Climate change, energy transition, plastic pollution, water management, deforestation.

Social

Human rights, child labour, modern slavery, fair transition and relations with indigenous peoples, employee health and safety. 

Governance

Executive compensation, board diversity and structure, fraud, corruption, and money laundering.

Our approach to ESG integration

1
Exclusion

Apply specific exclusion criteria based on a client's beliefs and values. 

2
ESG integration

Include relevant ESG issues in our analysis and investment decisions to better manage ESG risks and opportunities.

3
Active ownership

Engage with the organizations in which we invest, promote the adoption of ESG best practices, and exercise our clients' voting rights.

Our philosophy on responsible investment

ESG factors Integration

ESG criteria are integrated into the fundamental pillar of our Three-Pillar Approach TM to capture the growth profile of companies in which we invest and their exposure to ESG risks. If these risks are too high, the investment could be rejected.

Sustainable Development Goals (SDGs)

The SDGs are a global framework outlining 17 goals for a better, more sustainable world by 2030; we are targeting greater alignment of our investments with two of these goals, namely climate action and gender equality. 

Relevant documents

Relevant documents
Responsible Investing Policy
Stewardship Policy
RI Transparency Report
Proxy Voting Report - Year to date, June 30, 2024, GIR (French only)
Proxy Voting Report - Year to date, June 30, 2024 - ISS