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.