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Our Partners
 


PORTFOLIO MANAGEMENT
 

Addenda Capital is responsible for managing commercial mortgages included in the Treasury Multi fund and the Bond Multi Fund.

AGF is responsible for managing global equity included in the Bond Multi Fund.


 

AlphaFixe Capital shares with Fiera Capital, Addenda and NEI/Amundi the management of the Bâtirente Bond Multi Fund’s portfolio. The latter welcomes individual investors and institutional holders, the most important of which are our Bâtirente Diversified Funds. That firm is also reponsible for managing the Tresuary Mutli Fund's portfolio.

Desjardins Global Asset Management is responsible for managing the assets of the Bâtirente Diversified Funds allocated to the commodities market.

Fiera Capital shares with Addenda, NEI/Amundi and AlphaFixe Capital the management of the Bâtirente Bond Multi Fund’s portfolio. The latter welcomes individual investors and institutional holders, the most important of which are our Bâtirente Diversified Funds. The firm’s mandate also includes the Bâtirente Money Market Fund’s and Global equity.

NEI/Amundi is responsible for managing the global bonds included in the Bond multi Fund.

TD Asset Management is responsible for the low volatility Canadian equity portfolios included in the Canadian Equity Multi Fund, the Gobal equity Multi fund, the Diversified Income Fund and the Diversified Patrimonial Fund.

Global Alpha is entrusted with the EAFE (Europe, Australasia, Far East) portion of the Bâtirente Global Small Cap Equity Fund. Van Berkom and Associates is the remaining manager of this fund. 

Hexavest is responsible for the American, European and Asian equity portfolios included in the Bâtirente Global Equity Multi Fund. Hexavest share the management of the Bâtirente Canadian Equity Multi Fund with Triasima and TD Asset Management.

 

Horizon 360o shares with Fiera Capital and AlphaFixe Capital the management of the Bâtirente Bond Multi Fund’s portfolio. The latter welcomes individual investors and institutional holders, the most important of which are our Bâtirente Diversified Funds.

Montrusco Bolton Investments shares with Triasima and Hexavest the management of the Bâtirente Canadian Equity Multi Fund. Montrusco Bolton Investments also manages the Canadian portion of the Bâtirente Global Small Cap Equity Fund. Global Alpha and Van Berkom and Associates are the remaining two managers of this fund. 

Presima, a subsidiary of nabInvest, is responsible for managing the Diversified Funds’ assets dedicated to the global real estate market.

Triasima Portfolio Management, TD Asset Manegement  and Hexavest jointly manage the Bâtirente Canadian Equity Multi Fund.

Van Berkom and Associates Inc. is entrusted with the American and Canadian portion of the Bâtirente Global Small Cap Equity Fund. Global Alpha is the second manager of this fund. 


ADMINISTRATION AND SUPPORT


 

Aon Hewitt  lend their asset management expertise to the Investment Committee.

Desjardins Insurance* 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 funds. It also acts as fiduciary of Bâtirente Funds while Desjardins Trust acts as asset custodian.

Desjardins Trust is the custodian of external funds securities and units held by Bâtirente Funds.

The Groupe investissement responsable is mandated to exercise Bâtirente’s voting rights in compliance with its investment policy.

*Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company