A fundamental building block of portfolio construction and management at Addenda Capital

At Addenda Capital, we believe that you cannot have a meaningful long-term perspective without taking ESG factors into account. ESG integration does not reduce our investment universe by screening out industries or business practices for ethical reasons. Instead, we enhance our investment decisions by considering ESG issues that could have a material impact on financial or investment performance.

We analyze ESG matters when considering adding any new security to a portfolio, as well as in our ongoing monitoring of portfolios. In addition to our in-house ESG analysis, we work with external specialists to supplement our research and analysis efforts. Furthermore, each investment team can rely on the support of the Sustainable Investing team for more in-depth information on how ESG factors may affect investment performance.

Consult Addenda Capital case studies in sustainable investing