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Institutional portfolio management

Fixed-income securities

Portfolio managers in Desjardins Global Asset Management's fixed-income sector manage our clients' assets in the most effective and transparent way possible, in line with investment policies and our clients' portfolio objectives.

Our business culture fosters close relationships and partnerships with our clients in order to actively contribute, through portfolio management, to their business and commercial objectives, while maintaining an appropriate balance between risk and return.

We use a fundamental approach to portfolio management and stand out for the emphasis we place on the analysis of bond issuers. Our analysts constantly monitor investment quality and are fully involved in our portfolio management process. We believe that added value lies in diversity of experience and specialized expertise.

Money market asset management

We believe money market portfolios must be managed in a way that is consistent with the low remuneration of money market credit risks and with the reserve role these assets play in our clients' portfolios. With this in mind, the team at Desjardins Global Asset Management builds money market portfolios that focus on issuer quality and investment liquidity.

Bond management

Regardless of the economic environment, we believe that over the long term and in a well-managed risk framework, we can achieve an average of 15 to 25 basis points higher than our reference indices. In our opinion, our conservative management of bond portfolios is in line with the fundamental role of bonds in a well-diversified portfolio.

Desjardins Global Asset Management's Fixed-Income team offers fixed-income portfolio management adapted to its clients' business environment and objectives, whether those clients be insurance companies, deposit-taking institutions, pension funds, charitable foundations or mutual fund promoters. Active fixed-income portfolio management, index investing or overlay portfolio management, all according to a range of general or tailor-made reference indices, can be offered to adapt to clients' specific needs.

Drawing on a team approach that targets diversified sources of return and in-depth analysis of corporate credit, the portfolio managers have developed an approach to building portfolios that take the financial objectives and business environment of its clients into account, including regulatory, actuarial, fiscal, accounting and other factors.

The Fixed-Income team establishes partnerships that give clients access to a leading portfolio manager who shares an understanding of their business environment.

Desjardins Global Asset Management provides its clients with a wide range of fixed-income securities portfolio management solutions.

Assets managed Type of mandate Our clients' business environment
Canadian and U.S. money market
  • Indexed plus
  • Cash management
  • Pension funds
  • Investment funds
  • Life insurers
  • Property and casualty insurers
  • Foundations
  • Deposit-taking institutions
  • Businesses
Canadian bonds
  • Indexed
  • Indexed plus
  • Matching
  • Overlay management
  • Specialized management

To serve its partners and clients, the Desjardins Global Asset Management fixed income securities team draws on the expertise of more than two dozen specialists.

Christian Duceppe, CFA
Vice-President
Fixed-Income Securities
Contact by email
514-350-8686, ext. 5573264

Christian Duceppe oversees the management of fixed-income securities mandates and corporate credit management.

Mr. Duceppe joined Desjardins Group in 1994 as a portfolio manager at the Fédération des caisses Desjardins de Montréal et de l'Ouest-du-Québec. He then joined Desjardins Global Asset Management in 2000 where he successively held the positions of bond portfolio manager and manager of securities portfolio management before being appointed Vice-President, Fixed-Income Securities in 2011.

A chartered financial analyst (1996), Christian Duceppe holds a Master of Science in Finance from Université de Sherbrooke (1993) and a Bachelor of Business Administration from Université Laval.

Marie-Claude DesRoches, CFA
Director, Corporate Credit Analysis
Contact by email
514-350-8686, ext. 5572195

Marie-Claude DesRoches leads Desjardins Global Asset Management’s credit analyst team. She oversees all credit analysis and is actively involved in devising strategies in the corporate bond markets. She is ultimately responsible for the credit quality of the corporate bonds held in our clients' portfolios.

Ms. DesRoches started her career with the Québec Ministère des finances where she successively acted as analyst (1992-1995), domestic and international funding advisor (1995-2002) and director, long-term funding (2002-2005). She joined Desjardins Global Asset Management in 2005 in her current position.

A chartered financial analyst (1997), Marie-Claude DesRoches holds a Bachelor of Business Administration from Université de Sherbrooke (1992).

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