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Diversified Income (Domestic and Global)

Steady income-generating solutions with a focus on predictability, low volatility and a wide range of asset classes and high-quality companies
Home Investment Solutions Multi-Asset Diversified Income
  • Balanced and Customized Mandates
  • Diversified Income
  • Insurance Assets
  • Liability Driven Investments
  • Why?
  • Our Philosophy
  • Our Process
  • Why?

    Top Reasons for Choosing Addenda Capital to Manage your Diversified Income Solution

    • We build diversified portfolios composed of high quality securities that provide a regular stream of income with low volatility over multiple market cycles.
    • We seek to capitalize on investment opportunities based on an optimal combination of top-down macroeconomic analysis and in-depth bottom-up assessments.
    • We apply a tactical approach to asset allocation to take into account market fluctuations and market outlook within a robust risk framework.
    • Through our partnership with Allianz Global Investors, we have access to a high-caliber specialized global credit manager.
    • We use ESG analysis to better evaluate potential risks and returns.
  • Our Philosophy

    We believe that:

    • Investing in a broad range of asset classes, including Canadian and Global fixed-income products, commercial mortgages, high dividend-paying equities, real estate income trusts and preferred shares, can provide a consistent income stream, capital appreciation, and less return volatility.
  • Our Process

    We build diversified income strategies based on a three-step process:

    • Extensive top-down analysis of macroeconomic variables and capital market relative valuations serve to identify general investment themes and changes in market drivers. 
    • Capital market assessments based on a 12 to 18-month horizon, reflecting return and risk expectations as well as relative valuations.
    • Portfolio construction and monitoring ensures adequate diversification, income generation and growth via high quality companies. Risk is monitored on a daily basis and rebalanced as needed through a disciplined process.
  • I love the challenge of managing our experience and research against an ever-changing and evolving investment environment.
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    Ian A. McKinnon
    Executive Vice-President, Core Fixed Income
  • The market environment, our clients and the people I work with keep me challenged and motivated in my work everyday.
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    Diane Young
    Senior Portfolio Manager, Fixed Income and Co-Head, Corporate Bonds
  • The success of our investment decisions stems from the knowledge, experience and diversity of our team.
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    Carl Pelland
    Vice President, Fixed Income and Co-Head, Corporate Bonds
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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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  • + Learn more about Addenda Capital
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  • Who we are
    • Our People
    • Our Leadership
    • Our Partner
    • Locations
  • Partnering with you
    • Institutional Services
    • Private Wealth Services
    • Client Partnership Team
  • Investment Solutions
    • Sustainable and Impact Solutions
    • Fixed Income
    • Equities
    • Commercial Mortgages
    • 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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