The Triasima Canadian 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 (about 240 names), the strategy invests in Canadian publicly traded companies of all sizes while avoiding companies from the Energy sector, holding fossil fuel reserves, using coal to produce electricity or producing uranium
As a result of these restrictions, the strategy is expected to maintain a carbon footprint that is significantly lower than that of the S&P/TSX Composite Index while still being correlated to this 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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