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The objective of this Portfolio is mainly to provide unitholders with an income return and, to a lesser extent, long-term capital appreciation. Consequently, the Portfolio invests mainly in the units of mutual funds which themselves invest in equity and fixed-income securities throughout the world. This Portfolio might also hold exchange-traded funds as well as individual equity and fixed-income securities. The Portfolio may invest up to 100% of its net assets in foreign securities. The Portfolio may invest up to 10% of its net assets in illiquid securities, alternative assets and alternative funds.
Name | Title | Since | Until |
---|---|---|---|
Nicolas Bédard | Portfolio Manager | 2023 | Now |
Francis Fortin | - | 2021 | 2023 |
Biography | Francis Fortin is a portfolio manager for the portfolio advisory services provided to the Desjardins SocieTerra Global Managed Bond Fund and the SocieTerra Fixed Income Portfolio. Mr. Fortin is responsible for managing multi-asset portfolios for retail investors as well as for the selection and monitoring of managers of different fund families. He has been with the team since 2012. Francis Fortin holds a bachelor's degree in finance from McGill University (2003). He also holds CFA and CAIA titles. | ||
Marc Cohen | - | 2019 | 2023 |
Biography | Marc Cohen is primarily responsible for the portfolio advisory services provided to the Desjardins SocieTerra Global Managed Bond Fund and the SocieTerra Fixed Income Portfolio. Mr. Cohen is Director, Portfolio Manager and Solution Performance. Mr. Cohen is responsible for portfolio manager monitoring and selection for the Desjardins Funds and has been with the Desjardins Group since 2003. Mr. Cohen has a bachelor of commerce degree in accounting from McGill University and he is also a chartered accountant and a CFA charterholder. | ||
Michel Lessard | - | 2017 | 2019 |
Biography | Michel Lessard, is Vice President of Desjardins Investment Management, and has more than 13 years experience in the financial industry. Mr. Lessard earned his M.Sc from HEC Montreal. | ||
Nicolas Richard | - | 2013 | 2017 |
Jacques Lussier | Portfolio Manager | 2011 | 2013 |
Biography | Jacques is responsible for portfolio management and due diligence. He currently manages over US$ 2.7 billion in alternative assets as well as US$ 5.0 billion in fixed-income assets and approximately US$ 3 billion in securities lending. From 1999 to February 2002, he served as Vice President of Financial Engineering at DGAM where he was in charge of derivative transactions and the management of the alternative strategy portfolios. From 1995 to 1999, he was employed by Desjardins Laurentian Life Group as a portfolio manager in the Asset and Liability Management and Derivatives group. |
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