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Addenda Capital Inc.

PRI reporting framework 2018

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Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

3. Sustainable Investing Principles
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.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

4. Policy
Our approach to sustainable investing is consistent with the framework provided by the United Nations-sponsored Principles for Responsible Investment (“PRI”). This framework enables us to apply Addenda Capital’s principles as listed above to our investment decision-making and stewardship practices. Therefore, where consistent with our fiduciary responsibilities and based on the principles established by the PRI, we commit to the following:
4.1 Identify the ESG issues that could have a material impact on investment performance and incorporate their consideration into investment analysis and decision-making.
4.2 Monitor the ESG practices of the entities in which we invest, exercise voting rights and engage in a dialogue with the entities in which we invest in accordance with our Stewardship Policy and our Proxy Voting Policy.
4.3 Promote acceptance and implementation of sustainable investing and support regulatory or policy initiatives that would enable sustainable investing practices.
4.4 Collaborate with other investors to promote and enhance sustainable investing practices.


SG 02. Publicly available RI policy or guidance documents

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

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].

In addition to our Sustainable Investing Policy and our Proxy Voting Policy, we also have a Stewardship Policy, which can be found here: https://addendacapital.com/Portals/0/Addenda_Capital_Stewardship_Policy_2016_EN.PDF


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

All Addenda Capital employees and directors are required to comply with the rules and principles that apply to them under our Code of Ethics and Professional Conduct and to confirm their compliance on an annual basis. The Code of Ethics and Professional Conduct contains a section on Conflicts of Interest that sets out acceptable practices and disclosure requirements.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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