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Information Centre

Responsible Investing

How it works?

Our investment process

In SocieTerra Funds and Portfolios, our RI process is based on 4 main strategies.

Exclusions:

Based on the nature of activities1:
Producers and specialized transporters of fossil fuels and companies in the civilian firearms, nuclear energy and tobacco industries are off-limits right from the start.

Based on ESG factors:
In accordance with the 10 principles of the UN Global Compact, our SocieTerra products will avoid investing in companies involved in major controversies related to human rights, labour, environment and anti-corruption.

ESG evaluation: Companies undergo both a financial analysis and an evaluation of their ESG practices.

Stewardship: We continually monitor our investments and use several levers to exert influence on the businesses we invest in:

Dialogue to improve practices
Shareholder proposals to stimulate change
Exercising voting rights at company general meetings

Collaboration: With other institutional investors, we join coalitions to advocate for improvements in corporate policies, industry standards and national and international regulations. We also partner with universities to collaborate on many research projects.

Our commitment

For more information

FOLLOW THE PROGRESS ACHIEVED

To follow the ongoing dialogue with corporations, consult the Desjardins Funds Report on Responsible InvestmentI (PDF, 4.1 MB).

Discover our product mix

Get a Portfolio or a Desjardins Fund

By phone

Montreal area: 514-CAISSES (514-224-7737) (514-224-7737)
Toll free number: 1-800-CAISSES (1-800-224-7737) (1-800-224-7737)

At the caisse

Make an appointment with a caisse representative:

by phone

Income thresholds and exceptions may apply. Refer to the Desjardins Funds Responsible Investment Policy for more details.

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Information Centre

Responsible Investing

How it works?

Our investment process

Our commitment

Responsible investment policies

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