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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 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. 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 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.

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 Capital Management 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.

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.

Æquo Shareholder Engagement Services is mandated to exercise Bâtirente’s voting rights in compliance with its investment policy.

*Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company