Our Responsible Investment Expertise

First in responsible investing for more than 30 years

Among the country's best when it comes to RI expertise

Your clients are looking to invest with an authentic, experienced leader with proven success in RI. Here's what we've accomplished in the past 30 years.

Expertise and experience can't be bought

1990 Launch of the Desjardins Environment Fund, the first of its kind in Canada
$12.4B Among the largest RI assets under management1
50 Over 50 RI products, the broadest range of products across Canada2

Ever-evolving pioneers

We're groundbreakers. In addition to introducing the first environment fund in 1990, Desjardins has often been, and continues to be, a Canadian leader in responsible investing:

2016

Launch of the first green bond mutual fund, the Desjardins SocieTerra Environmental Bond Fund3

Launch of the first clean technology mutual fund, the Desjardins SocieTerra Cleantech Fund3

2018

Launch of the first RI emerging markets mutual fund, the Desjardins SocieTerra Emerging Markets Equity Fund3

Launch of the first low-CO₂ exchange-traded funds (ETF) line-up

2020

Launch of our 4^th thematic impact fund, the Desjardins SocieTerra Diversity Fund

2022

Launch of the Desjardins SocieTerra Global Balanced Fund, combining three existing underlying SocieTerra funds, managed by: Mirova, Baillie Gifford and Impax Asset Management.

2023

Launch of three new additions to our SocieTerra retail funds line up: the Desjardins SocieTerra Global Dividend Fund managed by Sarasin & Partners; the Desjardins SocieTerra Short-Term Income Fund and the Desjardins SocieTerra Canadian Equity Income Fund, both managed by DGAM.

Check out our RI product line

Access to world-class RI fund managers

Thanks to our open architecture and thorough selection process, you can benefit from the expertise of some of the most experienced portfolio managers in the world.

ESG commitment that begins at the top of the organization

In addition to our investment offering, Desjardins Group, as Canada’s leading cooperative financial group, integrates ESG criterias (environment, social and governance) in all their business lines. Here are 3 examples:

Net-zero emissions by 2040
Applies to our extended operations and our lending activities and own investments in three key sectors: energy, transportation and real estate.
$1.7 billion in renewable energy
Our investment in renewable energy infrastructure 4.
$115 million in sustainable community development
Our 2022 investment, through donations, sponsorships, philanthropic partnerships and scholarships 5.

Principle for Responsible Banking (PRB)

First Canadian financial institution to sign PRBs, an initiative of the United Nations6.

Also a signatory of the Principles for Responsible Investment (PRI)7.

Transparency and measurable outcomes

Your clients expect to see the outcome their investments can have. We provide the data.

Develop your expertise

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Notes

Data for all Desjardins' RI investment products. As at December 31, 2022.
Based on internal monitoring as at December 31, 2022. May change without notice.
Based on internal monitoring.
Desjardins. 2022 Social and Cooperative Responsibility Report: Committed. Connected., p. 23 [cited May 19, 2021].
Desjardins. 2022 Social and Cooperative Responsibility Report: Committed. Connected., p. 39 [cited May 19, 2021].
Desjardins. Desjardins becomes the first Canadian financial institution to sign the Principles for Responsible Banking. Newsroom—Press releases. September 16, 2019. [cited September 14, 2021].
Principles for Responsible Investment. "Desjardins Global Assets Management." Signatory Directory. [cited July 30, 2021]. *United Nations’ initiative (UNEP Finance Initiative).