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Addenda Capital Inc.

PRI reporting framework 2018

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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » Implementation processes

Implementation processes

FI 01. Incorporation strategies applied

01.1. Indicate 1) Which ESG incorporation strategy and/or combination of strategies you apply to your actively managed fixed income investments; and 2) The proportion (+/- 5%) of your total actively managed fixed income investments each strategy applies to.

SSA
0 Screening alone
0 Thematic alone
0 Integration alone
95 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
5 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (financial)
0 Screening alone
0 Thematic alone
0 Integration alone
95 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
5 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (non-financial)
0 Screening alone
0 Thematic alone
0 Integration alone
95 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
5 All three strategies combined
0 No incorporation strategies applied
100%

01.2. Describe your reasons for choosing a particular ESG incorporation strategy and how combinations of strategies are used.

Addenda Capital’s approach to sustainable investing is guided by the following principles:

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

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

3.3 Sustainable investing will help us fulfill our duty to act in the best long-term interests of our clients.

3.4 Our approach to sustainable investing must be continuously improved and we have a duty to proactively contribute to the development and promotion of sustainable investing globally.

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

3.6 Sustainable investing will help us better align our investment activities with the broader objectives of our clients and the best interests of society.

Based on these principles, we have determined that using ESG integration across the board for all of our investments is the best way to incorporate ESG into our strategy. 

01.3. Additional information [Optional].


FI 02. ESG issues and issuer research (Private)


FI 03. Processes to ensure analysis is robust

03.1. Indicate how you ensure that your ESG research process is robust:

specify description

          Work with credit ratings agencies to incorporate ESG risks.
        

03.2. Describe how your ESG information or analysis is shared among your investment team.

          ESG information is in databases and some is directly accessible by relevant staff while some is accessible in co-ordination with the Sustainable Investing Team.
        

03.3. Additional information. [Optional]


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