Working to change the investment landscape in order to allocate capital more efficiently

Addenda Capital plays an active role in promoting sustainable financial markets with the ultimate goal of further optimizing long-term investment returns for our clients. We support the integrity and sustainability of financial markets through collaborative investor initiatives and public policy, regulatory and standards submissions.

Consult our article on Promoting Sustainable Financial Markets

Collaborative Investor Initiatives
 

Joining forces with other like-minded investors and stakeholders can significantly enhance our effectiveness in the promotion of sustainable financial markets. We have joined the investor initiatives below, as they allow us to:

  • Leverage our internal resources
  • Lend our credibility and gravitas to the good work of others
  • Share tools and pool resources
  • Gain access to enhanced sustainability related data and insight

Initiatives

Initiative Benefits

Initiatives

INCR Logo
  • Regular communications on US and global climate change and sustainability issues relevant to investors.
  • Access to stakeholder engagement meetings with large publicly traded companies. Opportunities to provide input to the working groups that advance members’ priorities like enhanced sustainability disclosure and improved public policy.
ICGN
  • Regular communications on global corporate governance issues.
  • Access to members in other jurisdictions that could help us better understand local governance issues.
  • Opportunities to provide input to the committees that present members’ views to regulators on corporate governance issues.
Canadian Bond Investors' Association / Association canadienne des investisseurs obligataires
  • Market information and expertise for fixed income investors.
  • A forum for discussion of key issues and ideas relevant to the Canadian fixed income market.
  • Access to educational opportunities on important fixed income issues.
  • Opportunities to provide input on position statements regarding developments in the Canadian fixed income market.
CDP Driving Sustainable Economies
  • Access to all corporate responses to CDP that detail information on the risks and opportunities that companies face and management discussion and analysis on strategies to address climate change, water-related issues, deforestation related issues and emissions-reduction performance.
PRI
  • Access to implementation tools and capacity building offered by the PRI Secretariat including listed equities and fixed income work streams.
  • Annual benchmarking of implementation of sustainable investing activities.
  • Access to webinars and seminars on important ESG issues provided by investment specialists.
PRI
  • Promotes the practice of sustainable investing in Canada.
  • Opportunities to interact with like-minded investors regarding important sustainable impact investing issues.
  • Support for initiatives like the Toronto Responsible Investing Working Group that promote and enhance sustainable investing practices in Canada.

Public Policy, Regulatory and Standards Submissions
 

We also try to improve the methods, structures and regulations that hinder the performance of the entities we invest in. As a result, we actively participate in the development of policies, regulations and standards that support sustainable financial markets and help our clients meet their objectives. Our submissions ultimately help the companies we invest in to strengthen their financial performance over the long term and remain competitive.

Consult our most recent submissions to regulators

Recent submissions to regulators

TOPIC
REGULATORY BODY
DETAILS
TOPIC
Guidance for proxy advisory firms
REGULATORY BODY
Canadian Securities Administrators (“CSA”) on proposed National Policy 25-201
DETAILS
  • We welcomed the CSA's focus on proxy voting and were pleased that the nature of the proposed policy was guidance that is "not intended to be prescriptive or exhaustive."
TOPIC
Gender diversity on boards and in executive officer positions
REGULATORY BODY
The Ontario Securities Commission
DETAILS
  • We expressed our interest in seeing increases in many types of diversity among corporate directors and executive officers.
  • We view gender diversity positively as well as diversity in professional experience, education and ethnicity that can enhance board effectiveness and corporate decision-making.
TOPIC
Security holder rights plans
REGULATORY BODY
Canadian Securities Administrators (“CSA”) on proposed National Instrument 62-105 and proposed Companion Policy 62-105CP
DETAILS
  • We were supportive of the CSA’s efforts to help ensure the equal and fair treatment of all shareholders in the event of a takeover bid and allow a company enough time to consider alternatives to a bid.
TOPIC
Early warning reporting regime
REGULATORY BODY
Canadian Securities Administrators (“CSA”) on proposed amendments and changes to the early warning reporting regime in Canada
DETAILS
  • We were supportive of the CSA’s efforts to provide greater market transparency and investor confidence.