Portfolio Managerís Selection Process

Portfolio Managerís Selection Process (2 min 48 s)

Added on June 23, 2014

Description
One way to grow your investments and achieve your financial objectives is to invest in mutual funds. As the quality and performance of mutual funds are determined in large part by portfolio managers, they are subject to a rigorous selection process. Desjardins Global Asset Management handles this process for Desjardins Funds.

  

Portfolio Managerís Selection Process (2 min 48 s)

Added on June 23, 2014 | Personal

One way to grow your investments and achieve your financial objectives is to invest in mutual funds.

As the quality and performance of mutual funds are determined in large part by portfolio managers, they are subject to a rigorous selection process. Portfolio managers consider many variables such as the economic outlook and financial strength of businesses. The role played by portfolio managers is crucial: they make key decisions about the investments. Great care is therefore taken when selecting the best. Desjardins Global Asset Management handles this process for Desjardins Funds.

It conducts a rigorous selection and follow-up process of the best portfolio managers in the world. The portfolio managers selected by Desjardins Global Asset Management work tirelessly all around the world. Their vast research teams and global network of analysts can thereby seek out the best investments for you. It’s not surprising that Desjardins Funds has received many awards for its excellent performance and quality of its management.

Portfolio managers are always selected based on the objectives of each mutual fund using a three-step process: analysis of potential firms, qualitative and quantitative analysis, and due diligence and final selection.

Desjardins Global Asset Management first examines and analyzes hundreds of investment firms based on very specific criteria such as experience, track record, reputation and management style.

Each portfolio management firm that passes this screening process then undergoes a thorough analysis. This step consists of assessing investment philosophy and portfolio construction, the security selection process, ability to deliver value-added, risk management and the capacity for research and analysis.

The last stage involves meeting with the portfolio managers to identify which firms are most likely to generate the best performance. Once the portfolio managers have been selected, Desjardins Global Asset Management conducts thorough monthly tracking of their work, including the return of the investment fund, its level of risk and changes within the firm.

The tracking ensures that the management mandate and the performance targets of your funds are being met. With Desjardins Global Asset Management, your investments are in the hands of experts.

Contact your representative for more details about the advantages of Desjardins Funds.