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Addenda Capital Inc.

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement » Overview


LEA 01. Description of approach to engagement

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate whether your organisation has a formal engagement policy.

01.2. Indicate what your engagement policy covers:

01.3. Attach or provide a URL to your engagement policy. [Optional]


Attach document

01.4. Provide a brief overview of your organization’s approach to engagement

Our approach to stewardship is guided by the following principles:

- Good ESG policies, practices and performance have a positive influence on long-term corporate operating and financial performance and investment performance.

- Considering and encouraging good ESG practices will help us protect and enhance the long-term value of investments for our clients.

- Practicing stewardship will help us fulfill our duty to act in the best long-term interests of clients.

- We should monitor companies held in investment portfolios and assess new companies prior to investment.

- We should engage with investee companies to promote their long-term performance and sustainable success with the aim of protecting or enhancing value on behalf of clients.

- We should exercise all voting rights and make informed and independent voting decisions that are in the long-term interests of clients.

- Our approach must be continuously improved and we have a duty to proactively contribute to the development and promotion of stewardship practices globally.

- Cooperation with other investors and stakeholders can help us improve our approach to stewardship and increase the effectiveness of our activities.

- We should publicly disclose our stewardship policies and activities and report details to clients to enhance our accountability.

01.5. Additional information [optional]

LEA 02. Reasoning for interaction on ESG issues (Not Completed)