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EdenTree is a responsible and sustainable investment manager with a focus on delivering consistent, long-term returns.

Our Philosophy

We pride ourselves on taking a truly active approach to investing.

For us, this means being benchmark aware, not benchmark constrained. We have found this contrarian approach can deliver significant outperformance over the long-term when combined with fundamental stockpicking factors to identify intrinsically sound, value-orientated companies. Combined with our responsible and sustainable investment process, this provides us with a truly active edge to our portfolios.

EdenTree philosophy and approach
EdenTree philosophy and approach

Our Process

Our fund managers and responsible investment team work in parallel to deliver Performance with Principles.

We employ a process whereby responsible and sustainable factors are fully integrated into the investment management process, with our fund managers and responsible investment team working side by side to generate ideas, analyse opportunities, create meaningful and diversified portfolios and undertake ongoing evaluation. 

At a stock level, we look for companies that have meaningful market share, strong cash-flows, good management, robust balance sheets, high levels of recurring revenues and high barriers to entry – in short, business models that can deliver regardless of the macroeconomic and geo-political backdrop.

process infographic
process infographic

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.


EdenTree’s thought-leadership research draws on an unrivalled depth of expertise that has built up over 30 years as pioneers in responsible and sustainable investing. Our responsible investing team regularly publish expert opinion pieces, which help to inform our clients and drive idea generation within our investment team. Three times a year we produce our flagship EdenTree Insight publications, which provide a sustainable perspective on some of the biggest challenges facing our world today and how we, as responsible and sustainable investors can be a part of the solution.

Our fund managers also regularly write on a range of industry topics, from macro-economic and geo-political viewpoints through to individual stock ideas and how they are finding opportunities that align with our responsible and sustainable investment approach.

Research Insights

Impact Investing
RI expert briefings16 May 2023

Impact Investing

Impact investing has gained popularity in recent years, but how is impact defined? Can impact be achieved in public markets? And how does one measure impact? This RI Expert Briefing seeks to answer these questions.
3 Funds for European Exposure
EdenTree in the news08 Jun 2023

3 Funds for European Exposure

How do you solve a problem like AIM?
Opinion 02 Jun 2023

How do you solve a problem like AIM?

See the latest research on the Insights

Visit the Insights


To be considered suitable for inclusion within our range of responsible and sustainably managed funds, an investment idea must meet the criteria laid out by our screening model. There are three parts to this: ethics/ values, responsibility/ ESG and sustainability/ thematic. 

The ten exclusion criteria which make up the ethics/ values aim to avoid activities that are harmful to society. Companies that derive more than 10% of their profits or turnover from these activities are excluded from our universe of investible stocks. 

We then integrate six areas of business risk (responsibility/ ESG), which are core to the way in which we consider stocks as being suitable for inclusion in our responsible and sustainable funds. The responsibility/ ESG risk criteria can also act as a brake on investment. Finally, we look at companies from a sustainability/ thematic angle. As we screen stock ideas, we consider the positive sustainability case in terms of products and solutions. This is a discretionary part of stock selection, as not all companies provide sustainable solutions.



Alcohol production

Manufacturers of alcoholic beverages, but not retailers (except dedicated pub companies).

Tobacco production

The manufacture of tobacco products, but not tobacco retailers.

Gambling operations

Includes betting shops, internet sites, bingo and casino, racing venues, lotteries and the supply of gaming machines.

Weapons production

The manufacture of weapons and weapons systems or goods and services specifically to support those systems.

Pornographic and violent material

Includes print, digital and broadcast media plus companies operating dedicated licensed sex premises showing live shows.

Animal testing

We will not invest in companies that use animals to test cosmetic or household products. We do invest in pharmaceutical companies that may use animals to test but we encourage them to use alternatives.

Intensive farming

We avoid companies involved in intensive farming in the beef, dairy, poultry or fish sectors.

Oppressive regimes

Companies operating in oppressive regimes (as defined by Transparency International and Freedom House) are reviewed on a case-by-case basis.

Fossil Fuel Exploration & Production

Avoids oil & gas exploration & production, as well as thermal coal extraction and production.

High Interest Lending

Companies operating wholly or mainly in high interest lending (non-standard sub-prime credit) where this is defined as (and limited to) door-step lending, pay-day loans and/or pawn-broking sub-prime credit.



Business ethics

  • Business Codes of Conduct
  • Product Quality & Safety
  • Ethical Business Conduct
  • Culture & Behaviours
  • Financial Conduct
  • Ethical Sourcing
  • Supply Chain Relationships
  • Taxation Policy Disclosure
  • Farm Animal Welfare
  • Lobbying Policies

Corporate governance

  • Code Compliance
  • Independent NEDs
  • Pay for Performance
  • Board Diversity & Policy
  • Anti-Bribery Policies
  • Whistleblowing Programme
  • Cyber Security
  • Audit and Non-Audit Fees
  • Related Party Transactions
  • Political Donations


  • Community Liaison
  • License to Operate
  • Project Finance Risk
  • Resettlement Policies
  • Giving Programmes
  • Health Education & Welfare
  • Access to Medicine
  • Training & Apprenticeships

Employment & labour

  • ILO Protocols
  • Equal Opportunities
  • Diversity Policy
  • Anti-Discrimination
  • Fair Reward Structures
  • Freedom of Association
  • Collective Bargaining
  • Training & Development
  • Health & Safety
  • Occupational Wellbeing

Environment & climate change

  • Climate Change
  • GHG Emissions
  • Resource Depletion
  • Water
  • Pollution
  • Natural Capital Policies
  • Waste & Recycling
  • Energy
  • Soil & Forestry
  • Sustainable Products

Human rights

  • Human Rights Policies
  • Support for UDHR
  • UN Guiding Principles
  • Child Labour
  • Bonded & Forced Labour
  • Trafficking & Slavery
  • Indigenous People
  • Land Rights
  • Sanctions & Conflict Risk
  • Conflict Minerals



  • Education
  • Training
  • Human development
  • Promoting girls education
  • Student housing and support

Health & wellbeing

  • Affordable healthcare
  • Access to medicine
  • Pharmaceuticals R&D
  • Biotechnology
  • Critical Care
  • Nutrition and wellbeing

Social Infrastructure

  • Social Housing
  • Affordable Housing
  • Community & Housing Associations
  • Urban Regeneration
  • Brownfield Development
  • Public Facilities


  • ESG alignment
  • Products and solutions
  • Circular economy
  • Sustainable development goals
  • Impact investing (Fixed Interest)
  • Amity thought leadership


We believe that shareholders have a vital role to play in encouraging high standards of corporate governance from the perspective of being long-term investors. We therefore seek to vote at all UK company meetings in which we have a shareholding, and have appointed Glass Lewis & Co. as our proxy advisory service for overseas governance and voting. We have adopted a policy of voting in support of company management except where proposals are considered to be in breach of UK corporate governance best practice, or are viewed as not being in the economic interests of shareholders.

As long-term investors, we believe a pragmatic approach best fulfils the objective of building shareholder value over time. We will seek to engage pro-actively with companies where either existing corporate governance arrangements or management proposals cause concern. We are signatories of the Principles for Responsible Investment (PRI) and the European SRI Transparency Code, and we publish full guidelines around our governance and voting procedures here on our website.

Voting Reports

RI Credentials 19 Dec 2022
UK Corporate Governance Policy 2023
RI Credentials 27 Oct 2022
UK Stewardship Code Report 2022
RI Credentials 12 Oct 2022
PRI Transparency Report 2021
RI Credentials 12 Oct 2022
PRI Assessment Report 2021

See the latest research on the Insights

Visit the Insights

The EdenTree Responsible Investment Advisory Panel

Independent oversight from a panel of responsible and sustainable investing experts.

The EdenTree Responsible Investment Panel is an external panel of senior financial, environmental and business figures appointment for their knowledge and expertise to monitor the operation of our approach. They review investment ideas, give advice on key ESG issues and independently oversee our investment process, ensuring that we comply with our own responsible and sustainable investment criteria.

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About us