Our balanced mandates use multi-asset strategies that invest in fixed and variable income securities of companies domiciled in developed and emerging countries.

The objective of these mandates is to generate current income and capital growth over the medium to long term.

Typical asset allocation

Cash and short term
Canadian bonds
Preferred shares
Canadian equity
US equity
International equity
Fixed income
Equity and equity equivalents
Fixed income
Equity and equity equivalents
Fixed income
Equity and equity equivalents
Number of holdings
40 to 50 when fully invested
Risk level
Moderate to high, depending on target asset allocation

Why choose a balanced mandate with Triasima?

A unique and proven approach: the Three-Pillar ApproachTM

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.

Environmental, Social, and Governance (ESG) integration

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.

A renowned and independent asset manager

Triasima is wholly owned by its founders, employees and directors, and is completely independent from any other company or organization.

A superior combination of growth and value factors for stability and consistency of results

The "growth" management style allows us to identify stocks with superior revenue growth and the "value" style allows us to identify stocks that are trading at attractive prices.

Discover our approach

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