Solid foundation to drive retirement savings programs forward
Progression target date funds (TDFs) were designed to simplify retirement savings while offering a diversified and disciplined portfolio construction approach, supported by proactive and structured investment governance.
A turnkey solution that combines simplicity, diversification and rigorous governance.
Designed for group retirement savings
Desjardins Insurance developed the Progression TDFs to meet the needs of group retirement savings plans with portfolios designed to adapt as market conditions change.
The investment architecture was developed by internal and external seasoned teams with complementary areas of expertise, following a structured approach that balances the needs of plan sponsors and plan members.
Highlights
- Created specifically for group retirement plans, the series aligns with plan members’ long-term goals, from accumulation through to retirement.
- A diversified and disciplined portfolio construction approach, supported by proactive and structured investment governance.
- A combination of expertise, including specialized knowledge of group retirement savings, backed by the institutional strength of Desjardins.
Sophisticated diversification
Progression TDFs offer broad exposure across regions and asset classes.
They include:
- Alternative investments, including private debt, real estate, infrastructure and timberland
- Canadian and international fixed-income securities
- Canadian, US and international equities, including emerging markets
Highlights
- Greater investments diversification within a single retirement plan
- Broad exposure across several regions and asset classes
- Varied potential sources of return for improved risk management
Rigorous governance
The Progression target date funds are backed by rigorous governance, combining multi-level oversight with continuous manager monitoring and due diligence.
Using this approach allows portfolios to be continually monitored and adjusted over time.
Highlights
- Structured and disciplined management framework
- Multi-layered oversight supported by the expertise and discipline of a leading institution
- Continuous monitoring to keep investments aligned with plan members’ retirement goals
Designed for group retirement savings
Desjardins Insurance developed the Progression TDFs to meet the needs of group retirement savings plans with portfolios designed to adapt as market conditions change.
The investment architecture was developed by internal and external seasoned teams with complementary areas of expertise, following a structured approach that balances the needs of plan sponsors and plan members.
Highlights
- Created specifically for group retirement plans, the series aligns with plan members’ long-term goals, from accumulation through to retirement.
- A diversified and disciplined portfolio construction approach, supported by proactive and structured investment governance.
- A combination of expertise, including specialized knowledge of group retirement savings, backed by the institutional strength of Desjardins.
Sophisticated diversification
Progression TDFs offer broad exposure across regions and asset classes.
They include:
- Alternative investments, including private debt, real estate, infrastructure and timberland
- Canadian and international fixed-income securities
- Canadian, US and international equities, including emerging markets
Highlights
- Greater investments diversification within a single retirement plan
- Broad exposure across several regions and asset classes
- Varied potential sources of return for improved risk management
Rigorous governance
The Progression target date funds are backed by rigorous governance, combining multi-level oversight with continuous manager monitoring and due diligence.
Using this approach allows portfolios to be continually monitored and adjusted over time.
Highlights
- Structured and disciplined management framework
- Multi-layered oversight supported by the expertise and discipline of a leading institution
- Continuous monitoring to keep investments aligned with plan members’ retirement goals
Great reasons to choose Desjardins Insurance’s Progression TDFs
Progression TDFs are designed to be simple for plan members and solid solutions for plan sponsors.
With sophisticated diversification and rigorous governance, Progression TDFs were designed with group retirement plans in mind. They’re turnkey retirement solutions you can recommend with confidence—adding real value to your discussions with plan sponsors.
Great reasons to choose Desjardins Insurance’s Progression TDFs
Progression TDFs are designed to be simple for plan members and solid solutions for plan sponsors.
With sophisticated diversification and rigorous governance, Progression TDFs were designed with group retirement plans in mind. They’re turnkey retirement solutions you can recommend with confidence—adding real value to your discussions with plan sponsors.
Great reasons to choose Desjardins Insurance’s Progression TDFs
Progression TDFs are designed to be simple for plan members and solid solutions for plan sponsors.
With sophisticated diversification and rigorous governance, Progression TDFs were designed with group retirement plans in mind. They’re turnkey retirement solutions you can recommend with confidence—adding real value to your discussions with plan sponsors.
Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company. Desjardins®, Desjardins Insurance®, all trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec, used under licence.
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