Separately Managed Accounts
Overview
Investment Approach
Segregated mandates allow for a tailored investment approach to meet an institution’s specific risk-return and management needs. Working in collaboration with our clients, we develop customized portfolio strategies that balance the protection of capital with the provision of a sustainable growing stream of income.
Management Style
Each segregated account is managed in accordance with a mutually agreed-upon Investment Policy, which sets out specific, measurable guidelines with respect to investment and compliance parameters as well as a performance benchmark against which the fund will be measured on a quarterly basis.
Key Principles
- Independent client portfolios
- Strategic portfolio management
- High degree of diversification with respect to sectors, regional weightings, primary and secondary target markets
- Tailored asset-ownership structures
- Individual parcel limits
- Tenant limits
- Debt and debt-structure limits
Segregated Mandates
New versus existing portfolios
Portfolio
The Fund’s Sustainable Investing Strategy:
- Article 8 – The Strategy is classified as Article 8 under SFDR and will promote environmental and social characteristics through its approach to lending.
- Proprietary Lending Framework – The Strategy will use Fiera Real Estate’s Sustainable Lending Framework to consider the ESG position for all potential borrowers/sponsors, as well as the ESG characteristics of each project. In order to be eligible for a loan, each project needs to score above a certain threshold. If a project doesn’t meet this requirement, unless there is an exceptional circumstance, the loan will either not be proceeded with or the Fund will work with the borrower/sponsor to improve the score to the necessary level.
- Net Zero Carbon – The Strategy is committed to being Net Zero Carbon (NZC) by 2035 in line with Fiera Real Estate’s broader NZC commitment.
Fiera Real Estate supports
the Sustainable Development Goals
In 2015, all UN Member States adopted the 2030 Agenda for Sustainable Development. Underlying ‘Agenda 30’ are 17 Sustainable Development Goals (SDGs), which address the urgent call to end extreme poverty, fight inequality and injustice and to protect our planet.
The targets we have set for ourselves in order to meet our ESG commitments have been aligned with a number of these SDGs, but we have placed particular focus on the below:
