Our Partners
Portfolio Management
Fixed income, treasury ans bonds
Global equity
Canadian equity
Global small cap equity
Other funds
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 lend their asset management expertise to the Investment and Extrafinancial Risks 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