ESG in Fixed Income

We believe that investment teams should consider information on the sustainability of their investment options in order to meet the standards of good corporate citizenship. Therefore, Fiera Capital has designed a framework for the consistent evaluation of Environmental, Social and Governance (ESG) factors in corporate and municipal credit.

 

 

Evaluation of ESG Factors in Fixed Income

ESG Evaluation
Impact Overlay

In addition to the municipal ESG framework, the portfolio can target bonds we believe support equality, including those funding essential services, healthcare, education, mass transit, green space and others. The portfolio can also screen out certain bonds based on investor preferences and values

Analytical Focus, Client Driven Approach

ESG Based Strategies

Team

Investment Professionals

Reese K. TrucksReese K. Trucks

Vice President, Credit Research

Reese is a municipal credit analyst with over twenty-five years of industry experience. In his current role, Reese supports the fixed income selection process for tax efficient and taxable strategies by providing fundamental credit analysis and commentary across all sectors of the municipal market.

Read biography Reese K. Trucks