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Asset allocation

Our asset allocation team at a glance

  • Highly qualified portfolio managers with an average of nearly 20 years of industry experience.
  • A consistent investment approach that combines fundamental and quantitative analysis of the economy and markets.
  • A transparent decision-making process that relies on institutional investment professionals.

Investment style and philosophy

Our investment philosophy is based on three principles:

  • Acquiring in-depth knowledge of client objectives and constraints to help us design investment solutions that suit their specific needs.
  • Developing long-term investment strategies to successfully capture market gains while carefully managing risks.
  • Preparing tactical forecasts to exploit short- and medium-term market trends and enhance portfolio performance.

Investment solutions

Strategic asset allocation

Efficient investment solutions using a range of asset classes to capture market gains over the long term while using diversification to offer stable returns.

Solutions are based on a variety of factors, including risk appetite and risk tolerance, diversification, liquidity, the need to match assets and liabilities, capital requirements and accounting and tax constraints.

Tactical asset allocation

Solutions developed by determining the stage of the economic cycle revealed by a set of financial and economic indicators, measuring the long-term properties of various asset classes and taking advantage of risk premiums that have been well documented by academic research.

A systematic portfolio construction framework that integrates a variety of constraints.

Christian Duceppe, M.Sc., CFA

Vice-President and Co-Chief Investment Officer, Public Markets

Christian Duceppe is head of investments for fixed income mandates, corporate credit, infrastructure investments and private placements. He is also responsible for tactical portfolio management and works jointly with Marc Provost to lead the tactical asset allocation group.

He joined Desjardins Group in 1994 as a portfolio manager before taking on the roles of manager and later vice-president of fixed income securities.

Mr. Duceppe has a Master's degree in finance from the Université de Sherbrooke and a Bachelor's degree in business administration from Université Laval.

Christian Duceppe

Marc Provost, CFA, IAS.A

Vice-President and Co-Chief Investment Officer, Public Markets

Marc Provost is head of the investment team for Canadian equity and co-manager of the general portfolio. He is also in charge of our systematic equity strategies, including responsible investment, and works jointly with Christian Duceppe to lead the tactical asset allocation group.

He has worked in the investment industry since 1983. Before joining Desjardins Global Asset Management in 2015, he spent 11 years serving as senior vice-president, managing director and chief investment officer of Intact. Prior to this, he was an executive at the Caisse de dépôt et placement du Québec, Montrusco Bolton and ING Canada.

Mr. Provost has a Bachelor of Business Administration (Finance) from HEC Montréal.

Marc Provost

Tony Beaulac, ASA, CFA

Portfolio Manager and Trader

Tony Beaulac is responsible for trading common stock, derivatives and forex products. He also develops tactical forecasts that enhance our asset allocation expertise. Before joining Desjardins Global Asset Management in 2016, he worked for an actuarial consulting firm and Barra International. He followed that with executive roles at State Street Global Advisors and the Caisse de dépôt et placement du Québec. He has worked in the financial industry since 1993.

Mr. Beaulac has a Bachelor's degree in Actuarial Science from Université Laval. He is also an associate of the Society of Actuaries.

Tony Beaulac

Sébastien Monciaud, CIM, FRM, PRM

Portfolio Manager

Sébastien Monciaud began working at Desjardins Global Asset Management in 2004 as an analyst with the financial engineering group's research and development team. He has been working in the financial industry since 2004 and has held his current position since 2006.

Mr. Monciaud has a Master's degree in Applied Mathematics from the École polytechnique fédérale in Lausanne, a Master’s in Financial Engineering from HEC Montréal and a Bachelor's degree in Management from HEC Lausanne.

Sébastien Monciaud

Éric Viveiros, M.Sc., CFA, FRM

Portfolio Manager

Éric Viveiros started his career as an analyst of Canadian small- and mid-cap stocks at CTI Capital and as a portfolio manager at SITQ Immobilier. Before joining Desjardins Global Asset Management in 2013, he worked in the investment policy research and advisory department at the Caisse de dépôt et placement du Québec. He has worked in the financial industry since 1996.

Mr. Viveiros has a Bachelor's degree in Actuarial Science and Mathematics from Université de Montréal, as well as a Master's in Management and a Bachelor of Business Administration (Finance) from HEC Montréal.

Éric Viveiros

Sofiane Tafat, Ph.D.

Manager, Quantitative Research

Sofiane Tafat is involved in researching and implementing portfolio management and asset allocation techniques. He began his career at Desjardins Global Asset Management in 2011 as a portfolio manager with the financial strategy and asset allocation team.

Mr. Tafat has a Master's degree in Financial Engineering from HEC Montréal and a doctorate in theoretical physics from Université de Paris XI.

Sofiane Tafat

Fouad Kouidmir, M.Sc., CIM, FRM

Analyst, Quantitative Research

Fouad Kouidmir is involved in researching and developing quantitative strategies for portfolio management and asset allocation. He began his career at the Bank of Montreal in 2009 as a derivatives broker. Before joining Desjardins Group in July 2017, he worked as a quantitative analyst at a private investment group in Montreal for four years.

Mr. Kouidmir has a Master's degree in Financial Engineering from HEC Montréal. He is also a certified Financial Risk Manager (FRM) and Chartered Investment Manager (CIM).

Fouad Kouidmir

Interested in our asset allocation solutions?

Learn more

Get more information

By email

By phone

Montreal area: 514-350-8686, ext. 5570025
Elsewhere in Canada and the U.S.: 1-877-353-8686, ext. 5570025

By mail

DGAM Client relationship management
1, complexe Desjardins
Tour Sud, 20e étage
C. P. 153, succursale Desjardins
Montréal (Québec) H5B 1B3

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