Our Responsible Investment Expertise

30 years of being first in RI Offer your clients our expertise

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One of Canada’s leading RI expertise

For 30 years, Desjardins’ responsible investment (RI) funds and portfolios have employed a wide range of financial and extra-financial strategies to ensure RI-focused clients can invest in solutions with sustainable growth potential. Part of our commitment to RI means working with portfolio managers renowned worldwide for their expertise in this space.

RI principles are integrated into the portfolio management of our RI solutions at both the security selection and post-selection phases. This robust approach helps us to manage risk and reward at all times, ensuring your clients benefit from diligence at all levels of the investment process.

Get a fund that changes with the times

Impax Asset Management already manages the portfolio of our popular Desjardins SocieTerra Cleantech Fund, and now it’s taking the reins of the Desjardins SocieTerra Environment Fund, our first RI fund launched in 1990.

With this fund, your clients get one of the world’s most respected names in sustainable investment. The Desjardins SocieTerra Environment Fund:

  • Targets industries that can quickly adapt to the transition to sustainability or stand to benefit from it
  • Carefully analyzes risk and opportunity in companies with a sustainable competitive advantage
  • Takes an active management approach (93% active share) with high conviction and low turnover

Learn more about the Desjardins SocieTerra Environment Fund

Companies selected beyond their financial value

Our premise is simple: We select companies that view social and environmental practices and governance as key to their financial success. Companies that care as much about their ESG practices as they do about their financial performance are better equipped to meet the challenges of the global economy and seize the opportunities presented by the transition to a more sustainable economy.

Security selection strategies

Exclusions

Based on the nature of activities, producers and specialized transporters of fossil fuelsfootnote 1 and companies in the civilian firearmsfootnote 2, nuclear energy and tobacco industries are off-limits right from the start.

ESG integration

We take environmental, social and governance (ESG) criteria into account when selecting and managing investments.

Best in class

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

Thematic investing

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

Post-investment strategies

Shareholder engagement

Shareholder engagement refers to the various ways shareholders can communicate their views to the companies they invest in and influence them by exercising their shareholder rights and privileges, such as:

  • Exercising their shareholder voting rights
  • Engaging in shareholder dialogue with companies to improve business practices
  • Submitting shareholder proposals to a vote at company meetings
  • Working with governments and regulatory agencies

Shareholder engagement is the foundation of our approach to dialogue with the companies in which we invest. We make sure we make full use of our voting rights and influence as investors to engage with portfolio companies and encourage the adoption of best practices to help shape a better future. That’s long-term value creation that benefits your clients and the planet.

Read the latest Annual Report on responsible investment - Opens in a new window..

Desjardins’ approach to RI and ESG empowers you to recommend products that represent long-term business and portfolio solutions.

What does ESG mean?

RI combines financial analysis with the assessment of companies’ environmental, social and governance (ESG) practices to make more informed investment decisions. The use of ESG criteria gives a fuller picture of companies’ long-term growth prospects and their value creation potential for your clients.

  • Environmental

    Environmental criteria include biodiversity, climate change and water management.

    Example: companies committed to reducing their greenhouse gas emissions.

  • Social

    Social criteria include issues like human rights, social justice and labour practices.

    Example: companies committed to upholding fair working conditions.

  • Governance

    Corporate governance criteria include board diversity and independence, executive compensation and shareholder rights.

    Example: companies committed to fair executive compensation practices.

United Nations Principles for Responsible Investment

All Desjardins SocieTerra portfolio managers have signed the UN Principles for Responsible Investment - External link. Opens in a new window.. These principles promote a long-term investment approach focused on sustainable development.

Be proactive

Help clients take action today. Recommend Desjardins’s industry-leading responsible investment solutions.

Materials and training

Learn more about RI

Want to speak to a regional sales director about our investment solutions?

See the full list of regional sales directors

(For advisor use only)

  1. 1. Responsible Investment Policy. Opens in a new window. The exclusion of certain sectors from SocieTerra products took effect on April 1, 2020.
  2. 2. Automatic and semi-automatic weapons designed for civilians.
  3. The 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. The Desjardins brand is a trademark of the Fédération des caisses Desjardins du Québec, used under licence.