Making a Collective Change for a Resilient Society

We invest our clients’ assets with a clear purpose in mind: to generate compelling returns while tackling the challenges of our time. Addenda Capital aims to foster positive social and environmental changes and open the path to a cleaner future. Sustainable investing is the right thing to do, right now.

Impact Investing

Social Value and Financial Value do not Have to be Mutually Exclusive

Addenda Capital defines impact investing as an investment approach that seeks to create both compelling financial returns and positive social and/or environmental impact that can be adequately measured, tracked and reported. We undertake our own internal analysis of impact, but favor opportunities whose impact is recognized by a third-party authority.

Four Broad Themes

The positive impact investment opportunities may span across many themes, structures and asset classes. We seek investment opportunities in bonds, commercial mortgages and private equity (through fund managers with impact experience) that focus mainly on four themes:

  • Climate Change 
  • Health and Wellness
  • Education
  • Community Development

Established in December 2017, the Addenda Impact Fixed Income Fund seeks income and long-term capital growth.

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Climate Transition

Ignoring a Problem Doesn’t Make It Go Away

We see environmental and social challenges as opportunities to invest and help create a better tomorrow.

The Addenda Climate Transition approach builds investment portfolios that meet the need for cleaner and impactful investment solutions; we’re working closely with companies that share our interest in making a collective change – that is, a resilient net-zero emissions society by 2050. 

Our Solution

An inclusive process, which goes beyond divestment, includes:

  • Screening companies for support of transition
  • Actively managing a concentrated portfolio with the objective of reducing its carbon footprint
  • Using inclusion criteria that strengthen as society progresses throughout the transition period
  • Engaging with portfolio companies to encourage their improvement and commitment achievement of climate performance
  • Advocating for conditions required for the transition with policy-makers and regulators 

Our Climate Transition approach, consisting of different phases, would apply to strengthen the companies’ commitments to continuously improve their carbon emissions, while respecting sustainable development criteria and financial requirements.

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