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Institutional portfolio management

Investment strategies

The mission of the Investment Strategies team is to set overall asset allocation targets and to develop and administer systematic portfolio management protocols for Desjardins Global Asset Management's business partners.

Protocol development and management are supported by a sound investment philosophy. They are based on assembly and risk management processes for portfolios with a high probability of outperforming indexed and active investing in the medium term (3 to 5 years), particularly if several protocols are combined.

Bringing together individuals specializing in economics, statistics and advanced quantitative methods, the Investment Strategies team draws on each of these related fields to create systematic protocols. We believe that this is the most effective approach to building portfolios for our partners.

Through the mandates it manages, the Investment Strategies team maintains a close relationship with its partners.

The team develops portfolio solutions, passive equity management protocols designed to avoid the unfavourable assembly biases seen in traditional stock indices, as well as systematic asset allocation protocols. This work has applications for both institutions and individual investors.

Collaboration is a key factor in the team's work as well as in its advisory role for the creation of new products for Desjardins Group clients as a whole.

The Investment Strategies team's mandates are divided into 3 general categories:

  • global asset allocation
  • advisory role
  • development and management of systematic investment protocols
Global asset allocation
Mandate Partners
Global asset allocation
  • Property and casualty insurers
  • Life insurers
Advisory role
Mandates Partners
Advisory role
  • Risk management
  • Asset allocation
  • Product development
  • Property and casualty insurers
  • Life insurers
  • Pension funds
  • Advisory services to investors
Development and management of systematic investment protocols
Mandate Products
Development and management of systematic investment protocols
  • High dividend yield Canadian equity
  • High dividend yield global resources equity
  • International infrastructure equity
  • Global equity (excluding Canada)
  • Global overlay management

To serve its partners and clients, the Investment Strategies team draws on the expertise of 7 specialists.

Nicolas Richard, M.Sc., CFA
Chief Investment Strategist
Contact by email

Nicolas Richard directs investment solutions and asset allocation activities at Desjardins Global Asset Management. His responsibilities include setting portfolio targets for a variety of global management mandates, developing equity, resources and overlay strategies, as well as operationalizing mandates related to these activities.

Mr. Richard began his career at Citigroup, where he played several roles in portfolio management, quantitative research and investment strategy within the Geneva, London and New York offices. Before joining Desjardins, he was Managing Director at Morgan Stanley Smith Barney, as Director of strategic asset allocation and core member of the Global Investment Committee, charged with setting and implementing market views for the firm. He joined Desjardins Global Asset Management in October 2011.

Mr. Richard holds a Master's in Finance from London Business School (2001), received his undergraduate degree in applied mathematics (actuarial science) from Université de Montréal (1993), and is a Chartered Financial Analyst (1998).

Christian Felx, CFA
Portfolio Manager
Contact by email
514-350-8686, ext. 5572507

Christian Felx manages various equity portfolios and coordinates the development and structuring of equity investment products.

Mr. Felx began his career in 2005 with Caisse de dépôt et placement du Québec as Analyst, Quantitative Strategies. In 2007, he joined Desjardins Global Asset Management as Portfolio Manager. He was appointed Director, Equity Portfolio Management in 2015.

Christian Felx is a CFA® charterholder (2009). He holds a Master’s degree in Economics, with a concentration in Finance and in Econometrics, from Université de Montréal (2001).