Montréal, July 18, 2025 – Investi, the family of investment funds created to benefit Quebec’s sustainable finance ecosystem, is proud to announce the selection of Desjardins Global Asset Management (DGAM) as one of the managers of its equity portfolio. The appointment of DGAM reflects Investi’s commitment to partnering with engaged managers capable of delivering innovative, sustainable investment strategies. With its recognized expertise and longstanding dedication to sustainability in Quebec, DGAM contributes to the emergence of forward-thinking, sustainable solutions, and to the strengthening of the province’s financial ecosystem.
DGAM stood out from the other applicants with its rigorous, integrated approach to sustainable investing and ability to deliver competitive returns. With recognized expertise in sustainable asset management, DGAM offers investment strategies aligned with key themes, such as climate, environmental preservation, and community well-being. DGAM was selected for the depth of its sustainable investing research, the robustness of its investment process, and its commitment to meeting the challenge of innovation while delivering solutions that emphasize sustainability.
DGAM, a leading institutional asset manager in Canada, is strengthening its commitment to sustainable finance through a strategic partnership with Investi. The partnership reflects a shared commitment to support sustainable, high-performing investment strategies while contributing to the growth of Quebec’s asset management industry.
As part of this collaboration, Investi has made a commitment to DGAM’s Systematic Global ESG Equity strategy, which aims to invest in companies generating meaningful environmental and social impact by aligning a portion of their operations or product offerings with key sustainability themes.
DGAM assesses companies’ alignment or contribution using positive screening filters, consistent with the key sustainability themes, while excluding sectors deemed incompatible with these objectives. It then uses a quantitative model to select from the companies that pass the sustainability filters those with the most promising financial outlook, according to a combination of diversified signals derived from fundamental, behavioral, market, and other relevant data sources.
A team specializing in quantitative strategies is responsible for portfolio management. It is supported by a group of dedicated quantitative researchers and developers, and works closely with DGAM’s broader sustainable investment team comprising more than 10 dedicated specialists. This strategy aims to generate sustained added value while maintaining a controlled risk profile, and reflects the local expertise DGAM has acquired in building portfolios with a clearly defined sustainability focus.
"We’re honoured to contribute to the mission of the Investi Fund with a strategy that combines financial performance and sustainability. Our systematic approach is based on a rigorous proprietary methodology developed during more than ten years of research, and relies on clearly defined sustainability pillars. This recognition reflects our ability to innovate in sustainable asset management, for the benefit of our clients and future generations," stated Nicolas Richard, President and Chief Operating Officer, Desjardins Global Asset Management (DGAM).
"We are delighted to announce the selection of DGAM, a Quebec-based asset manager whose expertise in sustainable finance and rigorous approach to responsible investing align perfectly with Investi’s mission. This partnership marks a continuation of the growth of Investi’s equity portfolio, which continues to expand with leading sustainable finance strategies. It reflects our commitment to collaborating with dedicated partners who combine financial performance with positive outcomes for society and the environment," affirmed Caroline Bergeron, Global Head of Sustainability and Impact solutions at Innocap.
About the Investi Fund
Launched in May 2023, the Investi Fund is led by Innocap, a global leader in managed account platforms, along with Finance Montréal, Quebec’s financial cluster. Investi is a family of investment funds that was created to benefit the sustainable finance ecosystem by investing with experienced managers offering the best sustainable investment strategies. Investi aims to encourage the finance industry to adopt best practices in ESG integration and impact investing. Leveraging its collective intelligence, Investi is committed to raising industry standards to create lasting change in the world of finance – and the world at large. To learn more about Investi, visit www.investi.ca.
About DGAM
Desjardins Global Asset Management (DGAM), founded in 1998, is one of Canada’s leading asset managers, with more than $110 billion under management for various institutional clients. Its team is recognized for its ability to design investment solutions tailored to the specific needs of each investor by integrating innovative responsible investment practices. DGAM uses disciplined investment processes and diversified expertise to build fixed income, equity, and real-asset portfolios that can navigate all market phases. The firm leverages its leadership and influence to encourage its investee companies and projects to adopt sustainable practices, out of the conviction that this approach can result in better long-term financial performance. To learn more about DGAM, visit Desjardins Global Asset Management.
Contact
Caroline Bergeron
Global Head of Sustainability and Impact solutions
Innocap
caroline.bergeron@innocap.com