Company Summary

Addenda Capital is an investment management firm providing solutions for institutional and high net worth clients. We offer our clients expert services in a broad range of asset classes. Our mission is to add value through innovation, discipline and integrity, and to nurture genuine partnerships with our clients.
With offices in Montréal, Guelph, Regina and Toronto and a team of over 50 investment professionals, Addenda Capital offers traditional and alternative investment solutions that meet clients’ needs.

Source: Addenda Capital

Unique Value Proposition

Addenda Capital’s approach to sustainable investment focuses on three key aspects :
ESG integration
This refers to the incorporation of environmental, social and governance (ESG) issues into investment analysis and decision-making processes. As ESG issues affect companies and sectors over time, they may also affect investment performance. We endeavor to identify the ESG issues that could have a material impact on investment performance.
Stewardship
Our sustainable investment activities do not end with our buy/sell/hold investment decisions. Voting at investor meetings is one of the most effective tools we have to promote good corporate governance practices. For each meeting, we evaluate ESG policies, practices and performance and use our best efforts to exercise our clients’ right to vote at all shareholder meetings.
Promoting sustainable financial markets
As we believe sustainable investment practices will contribute to the integrity of financial markets and long-term sustainability of the economy, we have committed to playing an active role in promoting such practices. We generally carry out these activities through involvement with collaborative investor initiatives like the Carbon Disclosure Project and the United Nations’ Principles For Responsible Investment.

Source: Addenda Capital

AUM ($Bil)

24.5

Year Founded

1996

Key Personnel

Roger Beauchemin, President and Chief Executive Officer
Michael White, Chairman of the Board
Benoit Durocher, Executive Vice-President & Chief Economic Strategist

Address

800, Rene-Levesque Blvd. West
Suite 2750
Montreal, Quebec
H3B 1X9

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