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Our Partners
PORTFOLIO MANAGEMENT
Addenda Capital is responsible for managing the Bond Fund portfolio that is opened to individual and institutional investors, the largest of which are its diversified funds. The mandate of this firm also includes managing the portfolios of the Money Market Fund, the Treasury Fund and the bond portion of the Fondaction dedicated fund.
AlphaFixe Capital shares with Addenda Capital, Fiera Sceptre and Horizon 360o the management of the Bond Multi Fund’s portfolio. The latter welcomes individual investors and institutional holders, the most important of which are our diversified funds.
Fiera Sceptre shares with Addenda Capital, Horizon 360o and AlphaFixe Capital the management of the Bond Multi Fund’s portfolio. The latter welcomes individual investors and institutional holders, the most important of which are our diversified funds. The firm’s mandate also includes the Money Market Fund’s and the Treasury Fund’s portfolio management.
Hexavest is responsible for the American, European and Asian equity portfolios included in the Global Equity Fund and diversified funds. They also share the management of the Canadian Equity MULTI Fund with Lombard Odier Darier Hentsch and with Montrusco Bolton Investments.
Horizon 360o shares with Addenda Capital, Fiera Sceptre and AlphaFixe Capital the management of the Bond Multi Fund’s portfolio. The latter welcomes individual investors and institutional holders, the most important of which are our diversified funds.
JAM Commodity Division provides active asset management through the implementation of strategies mainly designed to take advantage of structural opportunities specific to commodities market, rather than attempting to predict the evolution of commodity prices through fundamental analysis.
Lombard Odier Darier Hentsch, Montrusco Bolton Investments and Hexavest jointly manage the Canadian Equity MULTI Fund. Lombard Odier Darier Hentsch also manages exclusively a Canadian equity fund.
Montrusco Bolton Investments jointly manage the Canadian Equity MULTI Fund with Lombard Odier Darier Hentsch and Hexavest. Montrusco Bolton Investments also manages the Canadian portion of the Bâtirente Small-Cap North-American Equity Fund.
Presima, a subsidiary of nabInvest, is responsible for managing the diversified funds’ assets dedicated to the global real estate market.
Van Berkom and Associates Inc. is managing the US portion of the Bâtirente North-American Small-Cap Equity Fund, of which Montrusco Bolton Investments is handling the Canadian portion.
ADMINISTRATION AND SUPPORT
Aon Hewitt lend their asset management expertise to the Investment Committee.
The Groupe investissement responsable is mandated to exercise Bâtirente’s voting rights in compliance with its investment policy.
SSQ Financial Group is responsible for registering by-laws with authorities, administering accounts and financial activities, reporting funds’ investment activities, maintaining a member services department and opening guaranteed interest accounts (GIA). It also acts as fiduciary of Bâtirente funds while Desjardins Trust acts as asset custodian for directly held assets.