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Addenda Capital Inc.

PRI reporting framework 2018

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Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

Listed equity – voting

Fixed income SSA – engagement

Fixed income Corporate (financial) – engagement

Fixed income Corporate (non-financial) – engagement


OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Listed equity

Fixed income - SSA

Fixed income - corporate (financial)

Fixed income - corporate (non-financial)

Cash

Other (1)

Other (2)

'Other (1)' [as defined in OO 05]

          Commercial mortgages
        

'Other (2)' [as defined in OO 05]

          Preferred shares
        

OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity incorporation

Direct - Listed Equity active ownership

Direct - Fixed Income

RI implementation via external managers

Closing module

12.2. Additional information. [Optional]

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.


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