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Addenda Capital Inc.

PRI reporting framework 2018

Export Public Responses

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. Attach or provide a URL to your engagement policy.

01.3. Indicate what your engagement policy covers:

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.

01.6. Additional information [optional]

LEA 02. Reasoning for interaction on ESG issues

02.1. Indicate the method of engagement, giving reasons for the interaction.

Type of engagement

Reason for interaction

Individual/Internal staff engagements
Collaborative engagements
Service provider engagements

Please specify why your organisation does not engage via service providers.

We engage directly with companies or through collaborative engagements. We have not been approached by any of our service providers regarding engaging with companies. 

02.2. Additional information. [Optional]