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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, with Fiera Capital, TD Asset Management and Hexavest, for managing global equity included in the Global Equity Multi Fund.

 

 

Allard, Allard et Associés shares the management of the Canadian Equity Multi Fund with Triasima Portfolio Management and Foyston, Gordon & Payne.

 

 

AlphaFixe Capital shares with Fiera Capital and Addenda 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 is also reponsible for managing the Treasury 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 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. The firm’s mandate also includes the Bâtirente Money Market Fund’s and Global equity.


 

 

Foyston, Gordon & Payne shares the management of the Bâtirente Canadian Equity Multi Fund with Triasima Portfolio Management and Allard, Allard et Associés.


 

 

TD Asset Management is responsible for the low volatility global equity portfolio included in the Bâtirente Global Equity Multi Fund, as well as the Canadian and global low volatility equities integrated in the Diversified Income Fund and the Diversified Patrimonial Fund.

 

Global Alpha Capital Management is entrusted with the EAFE (Europe, Australasia, Far East) part 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, jointly with AGF, Fiera Capital and TD Asset Management.

 

Presima is responsible for managing the Diversified Funds’ assets dedicated to the global real estate market.

 

Triasima Portfolio Management, Foyston, Gordon & Payne and Allard, Allard et Associés jointly manage the Bâtirente Canadian Equity Multi Fund.

 

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

 

ADMINISTRATION AND SUPPORT

 

Æquo Shareholder Engagement Services is mandated to carry out shareholder engagement activities and to exercise voting rights in accordance with the Bâtirente Funds investment policy.

 

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.

 

   

* Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company