As part of its governance process, Desjardins Insurance evaluates each fund offered on its group retirement savings platform on a quarterly basis to ensure compliance with its selection criteria.
This evaluation is based on four main elements:
- Investment processes
- Compliance with the stipulated management style
As a result of this analysis, some funds are placed on a watch list that is updated every quarter.
For each fund on the watch list, the areas of concern are identified and then closely monitored. Funds will remain on the watch list until the situation has been resolved, or in the event that the concerns persist, until they are no longer recommended or are removed from the platform.
Our fund watch list, including a list of funds no longer recommended, is published quarterly in the Your news section of the plan sponsor services website (dfs.ca/plansponsor External link. Opens in a new window.).