Desjardins Insurance is proud to announce that three new funds will be added to our group retirement savings platform on March 16, 2018. These funds, which are presented below, will enhance our offer thanks to the addition of quality investment options in different asset classes.
CC&L Canadian Equity Growth Fund
This fund is managed by CC&L Investment Management, an independent investment management firm based in Toronto and Vancouver that offers strategies across a broad range of asset classes. The fund, which invests primarily in Canadian large cap equities, is managed according to CC&L’s quantitative investment process, which focuses on companies that exhibit strong fundamental characteristics. Furthermore, the fund’s stock selection puts an emphasis on growth characteristics.
Global Alpha Global Small Cap Equity Fund
This fund is managed by Global Alpha Capital Management, an investment management firm that is part of the CC&L Financial Group and is focused exclusively on the management of foreign small cap equity portfolios. The fund, which invests primarily in global small cap equities, focuses on adding value from security selection while minimizing the risk factor. Its investment philosophy is based on identifying good companies with unrecognized growth potential.
Desjardins Global Bond Fund (Lombard Odier)
This fund, managed by Desjardins Investments, is sub-advised by Lombard Odier Investment Managers, the asset management division of Lombard Odier, one of Europe's largest private banks and headquartered in Switzerland. The firm, which is known for its expertise in several asset classes and strategies, was one of the first to use strategic beta approaches. The fund invests primarily in fixed income securities of government issuers in OECD member countries and in investment-grade fixed income securities of corporate issuers throughout the world. It is based on a systematic investment approach that applies fundamental factors to determine the weighting assigned to each issuer in order to obtain exposures which reflect the creditworthiness of issuers.
If these funds are offered in your plans and if you have questions related to the changes, please contact your client relationship manager.