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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.

 

 

Allard, Allard et Associés shares the management of the Bâtirente Canadian Equity Multi Fund with Triasima 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. 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.

 

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

 

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 with AGF, Fiera Capital and TD Asset Management.

 

Presima  is responsible for managing the assets of the Bâtirente Diversified Funds allocated to the global real estate of our portfolios.

 

TD Asset Managementis responsible for the low volatility global equity portfolio included in the Global equity Multi Fund, as well as the low volatility Canadian and global equity portfolios included in the Diversified Income Fund and the Diversified Patrimonial Fund.

 

Triasima Portfolio ManagementFoyston, Gordon & Payne and Allard, Allard et Associés 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

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