We value shareholders' role in promoting corporate governance and vote at UK company meetings where we have shares. For overseas governance and voting, we use Glass Lewis & Co. as our proxy advisory service.
The Montréal Pledge
The Montréal Pledge is a voluntary commitment by investors annually to measure and publicly report on the emissions they finance in their portfolios. EdenTree joined the pledge in 2016 and currently publishes fund emissions across five equity Funds.
The European SRI Transparency Code
An initiative sponsored by Eurosif to promote clarity and transparency on SRI practices among European investors and to hold investors accountable under the Code. EdenTree has been accredited for five consecutive years and our Code accreditation submission can be found here.
The Investment Association
The Investment Association is the representative trade body for the investment management industry. EdenTree is a member, and also takes IVIS, their Institutional Voting Information Service to assist in our UK proxy voting process.
UK Sustainable Investment and Finance Association
The UK Sustainable Investment and Finance Association is the membership body for sustainable and responsible financial services in the UK. It contributes to raising awareness and supports its members to grow sustainable and responsible finance in the UK.
The Principles for Responsible Investment
A UN supported organisation which works to integrate the investment implications of environmental, social and governance (ESG) factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership strategies. EdenTree has been a signatory since March 2013 and participates in various investor working groups led by the PRI.
IVIS is one of the UK’s leading providers of corporate governance research and is part of the Investment Association. It provides the SRI team with corporate governance information on FTSE All Share companies, highlighting issues to be aware of prior to voting but without making recommendations. All voting decisions are taken by EdenTree alone based on our UK Corporate Governance Policy which is available here.