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2022 Climate Action Report

Faced with a complex geopolitical and economic environment, it is crucial to address climate risks and support the transition to a more sustainable economy. At Addenda, we are committed to mitigating climate risks by investing responsibly to help our clients and shape a better world.
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Is Your Investment Strategy Forward-Looking?

According to a recent survey, more and more asset owners are implementing sustainable investing within their strategies. In the meantime, investment firms have stepped up their efforts in finding ways to meet financial needs. Come take a look at what Addenda Capital has developed in terms of sustainable solutions.
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Sustainable Investing Will Emerge Stronger and Better

Key aspects of sustainable investing — what it is and what constitutes credible practices — have found themselves in the spotlight this year. Read why we consider this long-expected scrutiny part of a natural process that leads to a more mature phase, one of increased standardization and transparency.
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The Added Value of Sound Asset Allocation

We recently wrote about how Addenda Capital assesses risk with clients, a diligent process whose outcome provides us with the insight needed to help our clients achieve their financial objectives. In this article, we offer a bird’s eye view of how we design our asset allocation model to manage the aggregate portfolio risk level.
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Balancing Risk and Reward: A Roadmap for Uncertain Times

Following the markets’ rough start to 2022, many investors have concerns about where future returns will come from. With such issues strong inflation levels, interest rate increases and geopolitical uncertainty following the Russian invasion of Ukraine, we think now is the perfect time to revisit the basics of how Addenda Capital assesses risk with clients.
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Addenda Capital Releases 2021 TCFD Report

Addenda Capital is proud to unveil its 2021 report based on recommendations from the Task Force on Climate-Related Financial Disclosures (TCFD). This report documents our approach in managing climate-related risks and opportunities.
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A First Canadian Bank Moves Ahead with OTC Preferred Shares

For months, rumor had it that a Canadian bank would eventually issue an institutional, or over the counter (OTC), preferred share. That scenario finally played out on October 21st, when Royal Bank of Canada filed a prospectus that signaled a shift in the market. This development could be of interest for investors that are seeking higher returns from a fixed income-like...
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China: Seizing the Right Opportunities

For years, while we refrained from investing directly in China’s stock market, we kept an eye on Tencent. The Chinese multinational technology conglomerate had been building capacity and broadening its reach, adding to its line-up of internet services and video game activities with investments in online banking and the automobile sector (5% of Tesla). Still, we viewed...
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Six Questions on Inflation

Changes in the inflation rate play a prime role in how financial markets assess the United States Federal Reserve’s monetary policy. In Canada, inflation even made an appearance in the recent federal election campaign.
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Out of Stock or Out of Business?

Despite the many impacts of the COVID-19 crisis on brick-and-mortar locations, wisely chosen retail assets still hold a promising future.
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