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Impact Fixed Income

Investments that generate positive environmental and social impacts
Home Investment Solutions Sustainable and Impact Solutions Impact Fixed Income
  • Impact Fixed Income
  • Climate Transition
  • Fossil Fuel Free Equities
  • Eco-Social Commercial Mortgages
  • WHY?
  • OUR PHILOSOPHY
  • OUR PROCESS
  • WHY?

    Top Reasons for Choosing Addenda Capital to Manage your Impact Fixed Income Investments

    • We are deeply committed to impact and sustainable investing, a shared philosophy with our parent company – The Co-operators.
    • Our dedicated Sustainable Investing Team deepens our insight and sourcing ability.
    • We have one of the largest fixed income teams in Canada, with various skills and backgrounds.
  • OUR PHILOSOPHY

    We believe that:

    • The world is fraught with environmental and social challenges. Some of these challenges represent pockets of investment opportunities and can be unraveled by investing in business models or government work responding to these growing and necessary needs.
    • Investors can benefit from a complementary fixed income portfolio, spanning a diverse range of securities including corporate bonds, government bonds, preferred shares, commercial mortgages, and private debt.
    • Impact outputs or outcomes must be intentional, sustainable and quantifiable.
  • OUR PROCESS

    Our investment approach for Impact Fixed Income involves in-depth credit analysis and risk assessment combined with a disciplined impact investment evaluation process

    • Extensive research across 4 broad themes (Climate Change, Health and Wellness, Education, Community Development).
    • We focus on issuers or investments with sustainable capacity to deliver a positive social and/or environmental impact alongside competitive returns.
    • A disciplined bottom-up credit analysis balanced by top-down impact investment themes for determining the investable universe results in the identification of securities with attractive valuations and positive impact.
    • Our portfolio construction process involves diversification by term, credit quality, issuer, and impact focus area. We apply proprietary risk management tools to monitor overall portfolio risk, liquidity, and credit quality.
    • Impact metrics are essential and can be measured.
  • I am passionate about helping clients align sustainability, climate transition and impact investing goals with financial objectives.
    Learn More
    Monika Freyman
    Vice-President, Sustainable Investing
  • The market environment, our clients and the people I work with keep me challenged and motivated in my work everyday.
    Learn More
    Diane Young
    Senior Portfolio Manager, Fixed Income and Co-Head, Corporate Bonds
  • Markets will always be changing. Dissecting what is cyclical against what is trending is what sets us apart.
    Learn More
    Dan Lavric
    Portfolio Manager, Core Fixed Income
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  • Well-tailored solutionsWell-tailored solutions

    Well-tailored solutions

    We build highly personalized multi-asset investment solutions that meet the return requirements and long-term objectives of institutions and high-net-worth individuals.
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  • Sustainable InvestingSustainable Investing

    Sustainable Investing

    At Addenda Capital, sustainable investing is not an afterthought; it’s part of our DNA. It makes us better investors and enables a better future.
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  • Insight & NewsInsight & News

    Insight & News

    Stay abreast of our economic views, research insights and investment thoughts.
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  • Partnering with you
    • Institutional Services
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  • Investment Solutions
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    • Fixed Income
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    • Multi-Asset
  • Sustainable Investing
    • Promoting Sustainable Markets
    • ESG Integration
    • Stewardship
    • What is Sustainable Investing?
    • Sustainable and Impact Solutions
    • Sustainable Investing Team
    • Sustainable Investing Committee
  • Insights & News
 

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