As part of its governance process, Desjardins Insurance evaluates each fund offered on its group retirement savings platform on a quarterly basis to ensure compliance with its selection criteria.
This evaluation is based on four main elements:
- Investment processes
- Compliance with the stipulated management style
The result of this analysis is that some funds are placed on a watch list that is updated quarterly.
For each fund on the watch list, the areas of concern are identified and then closely monitored. Funds will remain on the watch list until the situation has been resolved, or in the event that the concerns persist, until they are no longer recommended or are removed from the platform.
In addition to producing the fund watch list, the governance process also aims to ensure that managers adhere to their existing investment policies. The result is the production of a General Certificate of Compliance and a Summary of Investment Policy Changes that is updated quarterly.
Our fund watch list, including a list of funds no longer recommended, the General Certificate of Compliance, the Summary of Investment Policy Changes and all of the funds` investment policies are published quarterly on the plan sponsor services website. To access the site, go to dfs.ca/plansponsor and select
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