EdenTree is an active investment management house dedicated to sustainable and impact investing. We have a 35+ year track record in this space, having launched our first ethical fund in 1988.
In 2024, we were awarded Sustainable Investment Fund Management Group of the Year (AUM under £50m) at the Investment Week Sustainable Investment Awards. We are also proud to have been awarded the Moneyfacts ‘Best Ethical Investment Provider’ award every year since 2009.
EdenTree is based in the heart of the City of London, but our team serves the professional investor community across the entirety of the UK, with dedicated regional sales managers providing exceptional levels of client support.
We are proudly part of the Benefact Group – a charity owned, international family of specialist financial services companies that give all available profits to charity and good causes.
ApproachOur experienced fund managers work collaboratively with our sustainable investment analysts to identify and support high-quality businesses contributing to positive, long-term structural change.
While each fund has its own philosophy and approach, EdenTree’s Sustainable Investment Team shares four common beliefs:
- We invest for a better tomorrow
We are active, long-term investors and focus on businesses making a positive contribution to people and the planet. While cognisant of short-term market and economic cycles, our activities are primarily focused on investing in businesses and organisations offering products and services that are supporting positive, long-term structural change.
- We invest in quality
Our combined investment and sustainability analysis typically tilts our investment focus towards quality, whether that be in traditional factors, such as financial and management strength, or the contribution underlying investments are making towards a sustainable tomorrow.
- We invest at sustainable valuations
Our approach looks at the long-term value an investment can make for our clients and society more broadly. For us, risk is absolute and is not linked to a benchmark. Our wider investment approach seeks to avoid the material loss of capital, which runs parallel with our aim to invest in a way that helps to alleviate social and environmental degradation.
- We engage for change
We maintain an active programme of engagement and voting to ensure businesses are acting responsibly and supporting a more sustainable economy. Our engagement and voting approach assesses material risk factors and targets thematic areas where we can make a difference.
Links:
Taking climate action | EdenTree
c01523-identifying_sustainable_companies_finalv2.pdf
Responsible Investment Activity Review 2024 | EdenTree
https://www.edentreeim.com/media/prejpv1z/edentree-uk-stewardship-code-report-2024.pdf