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Our Responsible & Sustainable Approach

Neville White
By Neville White Head of SRI Policy and Research February 2019
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Our Responsible & Sustainable Approach

Our Responsible and Sustainable Approach

For over 30 years, EdenTree have been pioneers and thought leaders in the ethical and responsible investment space. We have always prided ourselves on providing long-term ‘profits with principles’ across our range of Amity retail and charity funds. However, we know the market is evolving fast and that clients are seeking more from their fund managers, particularly in the area of sustainability, and how this is taken into account in stock selection. This Expert Briefing sets out how our thinking and the Amity process is evolving.

The EdenTree Approach

The four core elements of our responsible investment offering to clients remains unchanged. We integrate Environmental, Social and Governance (ESG) risk factors across our investment process to deliver superior returns. Clients receive as part of this integrated approach, screening, proxy voting, engagement and thought leadership research.

Responsible and Sustainable

As we develop and evolve our process and approach we define what we do as ‘Responsible and Sustainable Investment’.

Responsible, because we remain committed to the highest standards of business behaviour in stock selection, and sustainable because many of the companies we invest in are at the cutting edge of providing solutions to some of the world’s most pressing socio-economic challenges.

The key change affects our approach to screening; all other elements (voting, engagement and research) remain unchanged. To find out more about our responsible and sustainable investment process, you can download the full RI Expert Briefing using the ‘Download PDF’ button above.

The value of an investment can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount originally invested. Past performance should not be seen as a guide to future performance. If you are unsure which investment is most suited to you, the advice of a qualified financial adviser should be sought. EdenTree Investment Management Limited (EdenTree) Reg. No. 2519319. Registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, United Kingdom. EdenTree is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association. Firm Reference Number 527473.