Our Responsible & Sustainable Investment Process
To be considered suitable for inclusion within our range of responsible and sustainably managed funds, securities must meet the criteria laid out by our screening model.
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The Original Responsible Investor
Leading the way in responsible and sustainable investing.
Investors are increasingly looking to their portfolios to have a positive impact on society and the environment. As pioneers in responsible and sustainable investing, we have a long-term dedication to performance with principles.
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6 years of carbon footprinting EdenTree's funds
We have been carbon footprinting our funds for six years now, as a part of our commitment to transparency around the vital issue of climate change and our carbon aware approach to investing. It has been encouraging to see a reduction in the amount of CO2 associated with our investments over the course of these last six years. Find out more about our funds' carbon footprints below
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The Original Responsible Investor Branching Into Multi-Asset
EdenTree's new Multi-Asset funds have been launched to provide advisers with tailored access to EdenTree’s responsible and sustainable investment expertise via a new range of risk controlled multi-asset funds. The three funds are designed to meet the range of different risk objectives and investment goals and are continuously monitored to meet your needs.
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EdenTree's partnership with British swimmer Alice Dearing
EdenTree is proud to announce our new partnership with Team GB Olympic athlete Alice Dearing. Just as we have been pioneers in the delivery of responsible and sustainable investments, Alice has demonstrated her pioneering spirit in the world of open water swimming and will be the first black woman to represent Team GB in the sport.
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EdenTree Higher Income Fund name change to Responsible & Sustainable Managed Income Fund
EdenTree Investment Management (“EdenTree”) has announced the renaming of its Higher Income Fund to EdenTree Responsible & Sustainable Managed Income Fund. The Fund’s name change will allow investors and potential investors to better understand the socially responsible values instilled by the manager. It also reflects the values of its holdings, which are now part of EdenTree’s best-in-class ESG screening framework.
PRESS RELEASEResearch
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RI expert briefings28 Oct 2021
Climate change and net zero
Scientific consensus is that we need to bring global carbon dioxide emissions to net zero by 2050 to give the world a chance of averting the worst impacts of climate change. But what does net zero mean in practice? In this RI Expert Briefing, which coincides with the publication of our annual portfolio carbon footprints, we define commonly used terms such as net zero and outline what we look for in a company’s response to climate change.screening
Engagement
See all RI Activity28 Oct 2021
Responsible investment activity report Q3 2021 RI Activity14 Jul 2021
Responsible Investment Activity Report Q2 2021 Governance
See all RI Activity 06 Oct 2021
Global Corporate Governance Report Q3 2021 RI Credentials 29 Sep 2021
UK Stewardship Code Report 2021 Performance with principles
EdenTree is an investment management firm with a strong heritage of delivering profits with principles. Read on to find out about the culture, values and approach that makes us different.
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About EdenTree
We are an investment manager with £3.7bn of assets under management. We believe that consistent, long-term returns are more likely to be achieved by investing responsibly in sustainable businesses.
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Our Responsible & Sustainable Approach
We fully integrate ESG risk factors across our investment process in order to deliver superior returns and add value for clients. This integrated approach covers four key areas: screening, engagement, governance and thought leadership research. It is a holistic approach, which we define as responsible and sustainable investing.
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Our award winning funds
Our range of funds offer our clients the chance to diversify across asset classes, regions and strategies, but with the central philosophy that achieving consistent, long-term returns is more important than capitalising on short-term market trends.
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