The Triasima All Country World Equity Sustainable Development Strategy is an investment strategy structured for investors concerned by their portfolio’s carbon footprint while having a positive environmental and social impact.
Benchmarked against a customized index developed by MSCI, the strategy invests in global publicly listed companies while avoiding companies from the Energy sector, companies holding fossil fuel reserves or companies using coal to produce electricity In addition, the strategy exclusively invests in companies with increasing ESG efforts and favors those that demonstrate a serious commitment to sustainable investment and contribute to the United Nations Sustainable Development Goals (UN SDGs).
As a result of these restrictions, the strategy is expected to maintain a carbon footprint that is significantly lower than that of the MSCI All Country World Index.
Since 1998, Triasima has been known for its unique Three-Pillar ApproachTM, which combines fundamental, quantitative, and trend analysis in a rigorous, yet innovative, investment process that remains consistent under all market conditions.
ESG factors are variables considered in the Fundamental Pillar, to better understand the companies in which it invests and to mitigate risk. As such, ESG factors are an integral part of our investment approach.
Triasima is wholly owned by its founders, employees and directors, and is completely independent from any other company or organization.
The “growth” style of management allows us to identify securities with superior income growth and the “value” style, securities that are trading at advantageous prices.
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