All Country World Equity Ex-Fossil
Strategy

The Triasima All Country World Equity Ex-Fossil Strategy is an investment strategy structured for investors concerned by their portfolio’s carbon footprint.

Benchmarked against a customized index developed by MSCI, the strategy invests in global publicly listed companies while avoiding most companies from the Energy sector, companies holding fossil fuel reserves or companies using coal to produce electricity.

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.

Typical asset allocation

Typical sector allocation

Technology
Industrial
Financials
Consumer discretionary
Health care
Communication services
Cash and short-term
Real estate
Consumer staples
Utilities

Typical geographic allocation

United States
Europe
Asia – developed
Latin America – Emerging
Cash and short-term
Asia – Emerging
Inception
2016
Number of holdings
30 to 85
Types of holdings
Individual names can represent up to 6% of the portfolio. Companies holding fossil fuel reserves or using coal to produce electricity are not permitted.
Benchmark
MSCI ACWI ex Fossil-Fuel ex-Coal Generation Select Index
Countries
Maximum allocation to Emerging Markets is the highest of 20% or 1.25 x the weight of Emerging Markets in the benchmark
Sector limits
• Minimal allocation to the Energy sector • Sliding scale according the weight of the sector in the Index for other sectors (up to ±15% versus the Index)
Return objective
2% over benchmark, with lower volatility

Why choose the Triasima All Country World Equity Ex-Fossil Strategy

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 parameters

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. 

Your portfolio managers

André R. Chabot, B. ing., MBA, CFA
Founding Partner, CEO and CIO
Nicola Haratonian, CFA
Portfolio Manager

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