This report shows public data only. Is this your organisation? If so, login here to view your full report.

Addenda Capital Inc.

PRI reporting framework 2020

Export Public Responses

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

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. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

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.

Addenda excludes investments in cluster munitions. This will be updated in 2020 to include more controversial weapons. 

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。




02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。








02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

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. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)