Low Carbon Balanced
Strategy

The Triasima-AlphaFixe Low-Carbon Balanced Strategy is an investment strategy managed by Triasima that was designed for investors seeking a significantly lower carbon footprint than that of traditional balanced strategies while having a positive environmental and social impact.

AlphaFixe subavises the green bond allocation of the strategy, while Triasima manages the all country world equity sustainable development component.

 

Typical asset allocation

Typical allocation by asset classes

Green bonds
All Country World Equity Sustainable Developement
Key elements
Inception
January 1, 2020
Benchmark
• 40% FTSE Canada Bond Universe Index • 60% MSCI ACWI ex Fossil-Fuel ex-Coal Generation Select Index