Addenda Capital is a solution-driven privately-owned investment management firm with more than $27 billion in assets under management. The Firm offers a broad range of strategies that can be customized to meet the evolving needs of its clients, which include institutional clients such as pension funds, corporations, insurance companies and not-for-profit organizations, as well as high net worth clients. Addenda Capital aims to add value through deep fundamental analysis, active management, innovation, discipline and integrity. It prides itself on exceptional client relationships built on open and transparent communications. Its approach to sustainable investment focuses on integrating environmental, social and governance issues into all of its investment processes to deliver higher-quality portfolios.
Headquartered in Montréal (Québec), Canada, Addenda Capital has offices in Toronto, Guelph and Regina. It is co-owned by Co-operators Financial Services, a subsidiary of Canadian insurance co-operative The Co-operators Group Limited, by labour-sponsored firm Fonds de Solidarité FTQ, and by Employee Shareholders. Addenda Capital is a Sustaining Member of the Responsible Investment Association (RIA), an Investor Member of the Green Bond Principles, and a signatory of the United Nations' Principles for Responsible Investment (UN PRI) and of the Montréal Carbon Pledge. Thanks to exceptional employee engagement, Addenda Capital was awarded Aon Hewitt’s highest recognition in its 2018 Canadian Small and Medium Enterprise ranking as a Platinum-level Employer of Choice. To learn more, visit addendacapital.com.