Alternative strategies

Long-term capital appreciation

Positive returns in both bull and bear markets through the use of long and short positions that neutralize market swings.

This approach is designed to reduce the volatility of returns.

This solution is managed by the Canadian equity team and is based on three main strategies:

1. Bottom-up fundamental analysis: investment opportunities arising from specific situations such as recapitalization, restructuring, mergers, acquisitions and asset disposals.
2. Mean-reversion strategy: relative evaluation.
3. Arbitrage strategy: The strategy aims to take advantage of certain market imperfections.

Achieving volatility-adjusted returns greater than that of the Bloomberg Commodity Index Canadian Dollar Hedged over a three-year horizon.

This strategy is managed by the systematic strategies team. It uses a dynamic approach and is based on analyzing return distributions and the interdependencies between them to improve risk-adjusted returns through rigorous quantitative methods.

This method is built on three principles:

1. Grouping assets according to performance similarities.
2. Equally weighting each resulting group as well as the assets within each group.
3. Using a smoothing strategy that is transparent in its use of diversification.

Manage real estate portfolios while leaving building operations management to third parties

Focus on implementing strategies aimed at maximizing portfolio income and value.

Specialists in real estate investment work from our Montreal and Toronto offices.

Foreign investments are made through real estate funds.

Asset selection aims to provide long-term returns using various categories of funds and real estate assets: residences, shopping centres, offices, industrial buildings and land.

High-quality solutions that suit our clients’ needs.

Our investment team works with a group of specialists from different Desjardins Group entities.

A response to our clients’ need for infrastructure investments and private placements, primarily in Canada.