AlphaFixe Capital shares with Addenda Capital and Desjardins Insurance* the management of the Bâtirente Bond Multi Fund’s portfolio. The latter welcomes individual investors and institutional holders, the most important of which are our Bâtirente Diversified Funds. The firm’s mandate also includes managing the Treasury Mutli Fund’s portfolio.
Desjardins Insurance* is responsible for the Emerging market equity index portfolio integrated in the Bâtirente Global Equity Multi Fund, the Canadian bond index portfolio integrated in the Bond Multi Fund and the Canadian equity index portfolio included in the Canadian Equity Multi Fund.
Global Alpha Capital Management is entrusted with the EAFE (Europe, Australasia, Far East) part of the Bâtirente Global Small Cap Equity Fund. Van Berkom and Associates is the second manager of this fund.
Administration and support
Desjardins Insurance* is responsible for registering by-laws with authorities, administering accounts and financial activities, reporting funds’ investment activities, maintaining a member services department, and opening guaranteed funds. It also acts as fiduciary of Bâtirente Funds while Desjardins Trust acts as asset custodian.
* Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company