Company Profile
Headquartered in Montréal, Canada, Addenda Capital is a privately-owned investment management firm with more than $27.4 billion in assets under management as of March 31, 2018. Addenda offers innovative investment solutions to institutional clients, foundations and endowments and high-net worth clients. Addenda Capital is co-owned by Co-operators Financial Services, a subsidiary of Canadian Insurance co-operative, The Co-operators Group Limited, by Fonds de solidarité FTQ and by employee shareholders. To learn more, please visit

Addenda Capital and Sustainable Investing
Addenda’s industry-leading efforts in sustainable investing enhances its focus on long-term value through ESG integration, stewardship with issuers and promoting sustainable financial markets. Additionally, Addenda has an established track-record in impact investing, providing clients with intentional and measurable societal outcomes and competitive financial returns, with approximately $2 billion in impact investments under management as of March 31, 2018.

Addenda Capital’s President and CEO, Mr. Roger Beauchemin supports UNEP FI and especially the pilot project on implementing the Task Force on Climate-related Financial Disclosures, by stating “My partners and I are proud to participate in advancing the incorporation of climate-related financial disclosures in portfolio construction and in reporting. TCFDs can play a big role in enhancing informed capital allocation decisions and this initiative will help the transition to a low-carbon economy.”

To learn more about our sustainable investing work, please visit