A leader in responsible investing

Lead the way: Offer our new Societerra Funds

Choose SocieTerra: a cutting-edge line of responsible investment funds and portfolios

Desjardins is adding three new Funds to its SocieTerra lineup on September 5, 2018. Lead the way by suggesting these products to your clients starting today!

Learn more about SocieTerra lineup

Responsible investment

Responsible investment is traditional investing with a tweak. On top of looking at the issuing companies’ financial performance, it also looks at extra-financial factors that are more likely to offer sustainable growth.

SocieTerra Portfolios and Funds stand out for the range of extra-financial strategies their managers use.

Exclusion filters

We don’t invest in tobacco, weapons, nuclear energy.

Thematic investing – In high demand

We select top companies in sectors that are directly related to an ESG theme (available for certain SocieTerra products).

For example, the Desjardins SocieTerra Cleantech Fund invests in companies whose core business is to come up with specific solutions to the biggest environmental issues facing our planet.

Best in class

We choose companies that demonstrate best ESG practices in their sector.

Shareholder engagement – Making change happen

We engage with companies to improve their ESG performance.

Exercising voting rights, shareholder dialogue, shareholder proposals

Which responsible investing strategies are used by each SocieTerra Fund?

Responsible investment strategies
Funds type Exclusion filters Thematic investing Best in class Shareholder engagement
Desjardins SocieTerra Positive Change Fund New! contains contains contains contains
Desjardins SocieTerra Emerging Markets Equity Fund New, and a first in Canada! contains contains contains
Desjardins SocieTerra International Equity Fund New! contains contains contains
Desjardins SocieTerra Canadian Bond Fund contains contains contains
Desjardins SocieTerra Environmental Bond Fund The first in Canada! contains contains contains contains
Desjardins SocieTerra Canadian Equity Fund contains contains contains
Desjardins SocieTerra American Equity Fund contains contains contains
Desjardins SocieTerra Environment Fund contains contains contains contains
Desjardins SocieTerra Cleantech Fund The first in Canada! contains contains contains contains

Trend and tangible results

Environmental bonds: A booming market

  • Issued in 2013: US$11B
  • Issued in 2017: US$156B*

Concrete results

The environmental impact of companies in the Desjardins SocieTerra Environment Fund Fund is 73% lower than that of their peers.**

The strategy behind the Desjardins SocieTerra Cleantech Fund avoids a net emission of 21,600 tCO2 in a year.***

Climate Bonds Initiative, Green Bonds Highlights, 2017  [ retour ]

Results as at December 31, 2016, calculated using data from Trucost, an independent environmental data firm. Comparison between the environmental impact of companies with securities held in the Desjardins SocieTerra Environment Fund and the impact of companies included in its reference index as at December 31, 2016. Trucost takes into account greenhouse gas emissions, water consumption, waste management, natural resource dependency, and air, land and water pollution.   [ retour ]

Impax, Desjardins SocieTerra CleanTech Fund Environmental impact report. Data is representative of the portfolio holdings and AUM of this fund as at December 31, 2016.  [ retour ]

Desjardins Funds are not guaranteed, their value fluctuates frequently and their past performance is not indicative of their future returns. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The Desjardins Funds are offered by registered dealers.