Triasima’s Three-Pillar ApproachTM: a rigorous investment methodology applied by a stable and experienced team

Discover Triasima

Triasima Portfolio Management offers pension funds, insurance companies, endowments, foundations, and other institutional clients an approach based on an innovative methodology that has been refined for over 30 years.

An experienced portfolio management firm, with a unique approach

$2 billion
in assets under management
+ 25
years of experience
3 pillars
A unique approach in the industry
100%
employee owned. A fully independent firm.

The Three-Pillar ApproachTM

Our approach is to combine three types of analysis to add depth and perspective to traditional analysis and provide a deeper understanding of market conditions and individual securities.

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A direct access to your portfolio managers

Our portfolio management team is available directly, upon request, to review your portfolios.

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Direct from our team

Responsible Investing Insights Note

Since early 2026, the energy transition has moved from early signal to structural, binding change. Short-term geopolitical pressures and long-term climate commitments — once treated as competing priorities — are converging: clean technology adoption and electrification are now central to national competitiveness and economic resilience. The developments of the past quarter show how quickly regulatory frameworks and market dynamics can move from early-stage proposal to binding global execution. Below, we walk through four areas most relevant to institutional portfolios, and what each means in practice for asset allocation and risk management.

Triasima ACWE Fund commentary – Q2 2026

Our point of view on the markets and the economy

Successful strategies based on a unique performance vector

Our service offering includes more than a dozen investment strategies, covering all major asset classes and all managed using our Three-Pillar ApproachTM.
Explore our strategies

Regulatory documents for American investors

Regulatory documents for American investors
Form CRS
Form ADV Part 2A