CANADIAN EQUITY

FGP Carbon Optimized Canadian-Equity Solution

  • INSTITUTIONAL AND DIRECT CLIENTS

About the Solution

The FGP Carbon Optimized Canadian-Equity Solution is designed to generate an attractive total investment return through long-term capital growth, while optimizing for lower carbon emissions. The Solution invests primarily in a diversified mix of Canadian equity securities, with a specific focus on reducing carbon intensity across the portfolio.

Why Invest in the FGP Carbon Optimized Canadian-Equity Solution?

  • Carbon Optimization: Focuses on reducing carbon emissions, aligning with each client’s sustainable investment goals.
  • Diversified Portfolio: Invests in a broad range of Canadian equities across multiple sectors, aiming for balanced exposure while meeting each client’s carbon reduction objectives.
  • Disciplined Strategy: Uses a long-term, bottom-up value-oriented approach, supported by comprehensive fundamental research.
Why Optimize Carbon Emissions?

Canada continues to provide investors with a diversified pool of investment options within the Energy, Materials, and Industrials sectors. We believe these high-emission sectors should continue to be part of well-diversified investment portfolios and can be optimized to limit emissions.

How Does FGP Optimize Emissions?

Leveraging our robust in-house responsible investment approach where we assess companies across various factors, we optimize Scope 1 and 2 emissions in our Canadian equity strategy to meet our clients’ unique targets. You tell us the amount by which you wish to reduce your portfolio’s carbon. We create a plan to transition towards that goal over several years by factoring carbon intensity into investment decisions.

FGP’s Steps to Optimize Emissions
  • Discuss carbon emission reduction targets with client
  • Create gradual carbon reduction glidepath based on these targets
  • Consider all sectors to create customized diversified portfolio
  • Maintain FGP’s investment philosophy (Quality/Value) with carbon emissions overlay
  • Calculate, monitor, and report WACI, a job undertaken by FGP’s Risk Management & Performance Analytics (RMPA) team
  • Continue with carbon reduction engagement with portfolio companies
Sample Transition

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