Ownership Culture

Forstrong’s broad ownership culture ensures that all employees demonstrate leadership. This means taking the initiative to solve problems and identify opportunities to enhance our clients’ experience.

Corporate responsibility

Being good investment stewards also means improving the world around us. In doing so, Forstrong is committed to reducing its impact on the environment and supporting like-minded partners. Together, we can collectively work toward building a better, more sustainable future together – both in our own communities and around the world.

Portrait of Tyler Mordy, CIO of Forstrong Global.

INVESTING IN A GLOBAL COMMUNITY

“What makes a great company? The best companies have a strong connection to the rest of the world, with a keen understanding of global trends and the ability to adapt and thrive through changing landscapes.”

 

– Tyler Mordy, Chief Executive Officer and Chief Investment Officer

Learn more about our community

Responsible Investing

Portrait of David Kletz, VP & Portfolio Manager of Forstrong Global.

Responsible Investing

“Long-term sustainable growth requires a solid societal foundation from which to build on. Our process strives to identify investment opportunities in countries that have strong or improving institutions, environmental standards, property rights, social security systems and business conditions.”

 

– David Kletz, Lead Portfolio Manager

Our Responsible Investment Approach

how is ESG integrated into the firm’s investment process?

As global macro strategists, our investment philosophy necessitates a more holistic approach to ESG investing than is commonly employed. As opposed to bottom-up managers who assess individual companies/issuers through their respective ESG framework, Forstrong’s top-down focus requires a fundamental analysis and understanding of the ESG conditions, issues and aspirations of the asset classes we invest in.

Incorporating ESG analysis into our top-down investment approach helps us to identify more sustainable long-term growth opportunities and better manage risk. For example, we aim to identify countries, sectors and thematic investments that have established or improving ESG Factors. Forstrong’s Investment Committee actively monitors and mitigates ESG risks that could become material to long-term performance.

Given its impact on growth sustainability described above, our ESG analysis is a critical input in the long-term component of the investment process. The analysis encompasses both quantitative and qualitative inputs, as a data-driven framework helps structure the assessment of ESG conditions and gauge changes over time, while qualitative oversight is required to evaluate difficult to quantify issues and determine overall impact.

Principles for Responsible Investment

We believe that responsible investment in the mainstream investment decision–making process is best embodied by the United Nations Principles for Responsible Investment (PRI). To confirm our approach to responsible investing, we became a signatory to the PRI in 2022 and committed to six voluntary, guiding principles:

1. Incorporate ESG issues into investment analysis and decision-making processes.
2. Be active owners and incorporate ESG issues into our ownership policies and practices.
3. Seek appropriate disclosure on ESG issues by the entities in which we invest.
4. Promote acceptance and implementation of the Principles within the investment industry.
5. Work together to enhance our effectiveness in implementing the Principles.
6. Report on our activities and progress towards implementing the Principles.
  • Incorporate ESG issues into investment analysis and decision-making processes.
  • Be active owners and incorporate ESG issues into our ownership policies and practices.
  • Seek appropriate disclosure on ESG issues by the entities in which we invest.
  • Promote acceptance and implementation of the Principles within the investment industry.
  • Work together to enhance our effectiveness in implementing the Principles.
  • Report on our activities and progress towards implementing the Principles.

Forstrong Responsible Investment Policy

The purpose of our Responsible Investment Policy (Policy) is to formalize our practice of integrating Environmental, Social and Governance (ESG) Factors into the investment decision. To ensure that we are aligned with our clients, their beneficiaries, and our collective long-term interests.

CONTACT US

 

Toll Free: 888-419-6715  |  Email: info@forstrong.com

Kelowna

1180 Sunset Drive, Ste. 203
Kelowna BC, V1Y 9W6

Phone: (250) 448-4531

Toronto

56 Temperance Street, Ste. 400
Toronto ON, M5H 3V5

Phone: (416) 848-3347

Calgary

615 15 Ave SW, Ste. 102
Calgary AB, T2R 0R4

Phone: (403) 802-3108

Montréal

1218 Greene Avenue, Ste. 203
Westmount QC, H3Z 2A3

Phone: (438) 308-6412