When finance, meaning and performance come together.
Fiera Capital is an independent asset management firm known for its rapid growth through acquisitions. A strategic planning exercise led Fiera Capital to seek to evolve its organizational effectiveness to meet this dynamic. Alignment, the sharing of a common vision and better collaboration of the various functions were necessary elements to ensure organizational performance.
Umalia in action
When beginning the strategic planning work with Umalia, questions about organizational performance led this company to reflect on employee and stakeholder engagement. This reflection was built around anchoring the business model in Fiera Capital's role and place in the society as well as its potential contribution. The recognition of the importance of societal meaning and impact for employees - particularly the new generation - and for clients has had a significant impact on the methodology, content and implementation of this strategic plan.