Our approach
EdenTree is an active investment management house dedicated to sustainable and impact investing – it’s all we do. We have a 35+ year track record in this space, having launched our first ethical fund in 1988.
Our experience
What we do
Our experienced fund managers work collaboratively with our sustainable investment analysts to identify and support high-quality businesses contributing to positive, long-term structural change.
How we do it
Our Sustainable Investment philosophy
While each fund has its own philosophy and approach, EdenTree’s Sustainable Investment Team shares four common beliefs:
We invest for a better tomorrow
We are active, long-term investors and focus on businesses making a positive contribution to people and the planet.
While cognisant of short-term market and economic cycles, our activities are primarily focused on investing in businesses and organisations offering products and services that are supporting positive, long-term structural change.
We invest in quality
Our combined investment and sustainability analysis typically tilts our investment focus towards quality, whether that be in traditional factors, such as financial and management strength, or the contribution underlying investments are making towards a sustainable tomorrow.
We invest at sustainable valuations
Our approach looks at the long-term value an investment can make for our clients and society more broadly. For us, risk is absolute and is not linked to a benchmark.
Our wider investment approach seeks to avoid the material loss of capital, which runs parallel with our aim to invest in a way that helps to alleviate social and environmental degradation.
We engage for change
We maintain an active programme of engagement and voting to ensure businesses are acting responsibly and supporting a more sustainable economy.
Our engagement and voting approach assesses material risk factors and targets thematic areas where we can make a difference.
Recognition in excellence
Our awards
We continue to attract recognition for the strength of this approach. In 2024, we were awarded Sustainable Investment Fund Management Group of the Year (AUM under £50m) at the Investment Week Sustainable Investment Awards. We were also awarded Best Ethical Investment Provider at the Investment Life & Pensions Moneyfacts Awards for the 16th year running.
Professional Paraplanner Awards 2025
Winner – Best Sustainable Investment Solution Provider
Investment Week – Sustainable Investment Awards 2024
Winner – Best Sustainable European Equity Fund
Investment Week – Sustainable Investment Awards 2024
Winner – Sustainable Investment Fund Management Group of the Year (AUM under £50bn)
Sixteen times winner – Investment Life & Pensions Moneyfacts Awards 2019-2024
Best Ethical Provider
RSMR Responsible Fund
Fund of the Year
Investment Week – Sustainable Investment Awards 2024
Rising Star Sustainable Investment Champion of the Year – Carlota Esguevillas
Who we work with
Partnerships for change
We are members or signatories to several industry partnerships involving the sustainable and impact investment community through which we seek to further our impact.
Principles of Responsible Investment
Principles of Responsible Investment
The PRI is the world’s leading proponent of responsible investment. It works to understand the investment implications of environmental, social and governance (ESG) factors. It supports its international network of investor signatories in incorporating these factors into their investment and ownership decisions.
UK Sustainable Investment and Finance Association
UK Sustainable Investment and Finance Association
UKSIF exists to bring together the UK’s sustainable finance community and support its members.
UK Stewardship Code FRC
UK Stewardship Code FRC
The UK Stewardship Code 2026 (the Code) establishes the core Principles of effective stewardship and sets a high standard of transparency for asset owners and asset managers, and for the service providers that support them.
Institutional Investor Group on Climate Change
Institutional Investor Group on Climate Change
IIGCC brings the investment community together to work towards a net zero and climate resilient future.
Carbon Disclosure Project
Carbon Disclosure Project
CDP is a global non-profit that runs the world’s only independent environmental disclosure system for companies, capital markets, cities, states and regions to manage their environmental impacts.
World Benchmarking Alliance
World Benchmarking Alliance
Founded in 2018, the World Benchmarking Alliance is a non-profit organisation measuring how the 2,000 most influential companies impact people and planet. These assessments are freely available so that, together, we can hold companies accountable for contributing to sustainable development.
FAIRR Initiative
FAIRR Initiative
The FAIRR Initiative (FAIRR) is a collaborative investor network that raises awareness of the material risks and opportunities in the global food sector. Its mission is to build a global network of investors who are aware.
Access to Nutrition Initiative
Access to Nutrition Initiative
ATNi (Access to Nutrition initiative) is a global foundation actively challenging the food industry, investors and policymakers to shape healthier food systems. It analyses and translates data into actionable insights, driving finance, partnerships and innovations for market transformation so that all people have access to nutritious and sustainable food.
Access to Medicine Initiative
Access to Medicine Initiative
The driving principle behind the creation of the Access to Medicine Foundation was the desire to make global healthcare inequity a thing of the past. Over the past two decades, the Foundation has grown into a powerhouse for change, bringing rigorous research and insight to bear on urgent problems of healthcare access and affordability.
Our insights
Insights
Responsible Investment Activity Review 2024
Our annual Responsible Investment Activity Report is now available. This report covers a year of change and challenge for the UK sustainable investment industry.
EdenTree UK Stewardship Code Report 2024
This report under the Financial Reporting Council’s revised Stewardship Code, reflects our continued evolution in how we communicate stewardship’s role in our investment process.
Responsible Investment Activity Report 2023
Our annual Responsible Investment Activity Report is now available. It reflects on our engagements over the year, sharing our progress and achievements across our sustainable investment pillars.
PRI 2023 Transparency Report
This public Transparency Report is an export of the signatory’s responses to the PRI Reporting Framework during the 2023 reporting period.
UK Stewardship Code Report 2023
This third annual UK Stewardship Code Report highlights our continued commitment to ESG integration in investment strategy, reflecting growing industry debate and client transparency.
Responsible Investment Activity Report 2022
This report summarises the activity for 2022 across the four pillars of our responsible and sustainable approach: research, screening, engagement and governance.