Advice and solutions for institutional and group investors

Through our asset management company, Addenda Capital, we manage over $37 billion in assets of high-net-worth investors and institutional investors, across a wide range of asset classes that meet the evolving needs of our clients. In addition, The Co-operators administers and provides investment solutions for group retirement and savings clients.

Advising for one of Canada’s fastest-growing exchange-traded fund providers

Addenda Capital took on a sub-advisory role for Evolve Funds Group Inc. through its Active Canadian Preferred Share Fund and its Evolve Active Core Fixed Income Fund. As the use of ETFs by retail and institutional investors is significantly on the rise, acting as a sub-advisory to an ETF provider opens access to an important market segment and supports Addenda’s overall growth objectives, adding $154.3 million to Addenda’s assets under management.


There are many environmental, social and governance issues that could have a material impact on our client’s investments over their investment horizon. We work to promote sustainable financial markets, we integrate ESG factors into all of our investment decisions, and we act as a positive steward with companies on behalf of our clients.

Diane Young CFA, Senior Portfolio Manager, Addenda Capital.