A different kind of investment partner for charities.
For over 35 years, EdenTree has helped investors align financial goals with positive outcomes. As part of the charity-owned Benefact Group, we combine responsible investment expertise with a long-term commitment to charities and good causes, with more than £250 million donated to date.
For charity investors
Investing with purpose. Partnering with confidence.
A successful charity investment strategy requires more than strong investment management. It requires a partner who understands the responsibilities trustees carry and the importance of balancing today's needs with tomorrow's ambitions.
We work with charities across the UK to help them navigate investment decisions with confidence, transparent reporting and a responsible investment approach built around long-term stewardship. Our focus is not simply on managing assets, but on supporting the organisations behind them and helping them deliver lasting impact.
Our experience
Investment expertise. Charity understanding.
Successful charity investing is about more than managing assets. It's about understanding the responsibilities trustees carry and creating investment solutions that support both financial objectives and charitable purpose.
From income generation and capital growth to governance, reporting and responsible investment considerations, our team helps charities navigate the complexities of investing with confidence.
By combining investment expertise with a deep understanding of the charity sector, we help trustees focus on what matters most: delivering lasting impact for their beneficiaries.
Our approach
Understanding what matters to your charity
Understanding your objectives
Every charity has different ambitions, governance requirements and financial priorities.
We take time to understand your organisation, your mission and your investment objectives.
Investment solutions designed around your needs
From pooled funds to bespoke portfolios, our solutions are designed to help charities achieve their financial goals while remaining aligned with their values.
Ongoing support and reporting
Trustees need clear information and confidence when making decisions.
Our reporting, reviews and specialist support help charities stay informed and focused on their long-term objectives.
Sustainable investment and stewardship
Sustainable investment is embedded throughout our investment process.
We actively engage with companies, exercise stewardship responsibilities and provide transparency around how your investments support long-term sustainable outcomes.
Investment solutions designed for charities
We help charities invest for the long term, bringing together responsible investment, active stewardship and an understanding of the priorities that matter to charitable investors.
Whether you are reviewing an existing portfolio or considering a new approach, our team can help you explore the options available.
Investment solutions for churches and faith-based investors
We have a particular focus on supporting Church of England and other church investors, recognising the importance of aligning investment objectives with values, responsibilities and long-term financial needs.
Our team can help you explore an investment approach that reflects the particular requirements of your organisation.
Contact Us
Helping trustees stay informed
Access practical resources, market updates and investment insights designed to support charities and trustee boards.
Foundation Perspectives: Sustainable Investing in Practice
Drawing on insights from 25+ UK foundations and endowments representing over £15bn in assets, this report explores how the sector is approaching sustainable and impact investing.
EdenTree Corporate Responsibility Report 2024–2025
The EdenTree Corporate Responsibility (CR) Report is now live.
EdenTree Sustainable Investment Activity Report 2025
The EdenTree Sustainable Investment Activity Report 2025 is now live.
EdenTree Stewardship Report 2025
The Stewardship Report 2025 covers our activity over 2024. This was a year shaped by considerable global uncertainty: ongoing geopolitical tensions, persistent economic headwinds and intensifying pressures on sustainability.