We have the RI solution for you

You want to enhance the investment options your plan offers while helping to build a better world? Desjardins' RI investment products will allow your plan members to use their savings as a driver for change while continuing to reach their financial goals. We have just what you need! Desjardins' group retirement savings investment platform offers RI investments using either a turnkey or a do-it-yourself approach.

The 3 options available to you are:

Desjardins Sustainable Target Retirement Date Path

TURNKEY APPROACH

This path is a turnkey portfolio made up of RI investments that were selected based on certain criteria, for example, the plan member's age or a target retirement date. Asset allocation within the path evolves gradually over time and the transition to fixed income accelerates as retirement approaches.

Desjardins Sustainable Target Risk Funds

TURNKEY APPROACH

The Desjardins Sustainable Funds are divided into 5 funds based on target risks: secure, moderate, balanced, growth and aggressive. These 5 funds are made up of a portfolio of Desjardins Sustainable underlying funds that are focused on a target risk level in line with investors’ risk tolerance. Desjardins Sustainable Funds are rebalanced automatically to enable investors to stay on track with their risk objectives.

À La Carte Funds

DO-IT-YOURSELF APPROACH

By choosing the self-directed approach, plan members can establish their own investment portfolio and select the fund or RI fund or combination of funds in RI that is aligned with their personal values. However, with the À la carte option, the plan member has to adjust the composition of their own portfolio over time to ensure that their investment strategy and investor profile match their situation.