About EdenTree
EdenTree is an asset manager with a difference. EdenTree launched its first responsible fund in 1988 and manages assets for a range of Charity, Institutional, Professional and Retail clients today. Ultimately owned by a Charity, the Benefact group, all of EdenTree's distributable profits go back to our charitable parent. We understand that protecting your charity’s reputation is paramount, which is why we are an active fund management business. We specialise in delivering client outcomes through the careful selection of intensively screened businesses and assets, irrespective of asset class and market conditions. We believe that responsible stewardship and active engagement with companies are critical to achieving superior performance over the long-term.
Our Philosophy
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, and we launched our first screened fund in 1988, marking the start of a long-term commitment to sustainable investment. Our entire product range aligns with the goal of delivering superior investment performance over the long term while making a positive contribution to both people and the planet.
While each fund has its own philosophy and approach, EdenTree 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 assess material risk factors and targets thematic areas where we can make a difference.
