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Our partnerships

EdenTree is an investment management firm with a strong heritage of delivering profit with principles. We provide an award-winning fund range managed responsibly by some of the UK’s most highly rated Fund Managers. Our investment team has some of the longest continuous track records of any in the City. We believe that consistent, long-term returns are more likely to be achieved by investing responsibly in sustainable businesses. That’s why we adhere to our profit with principles approach. We firmly believe that the companies still returning results tomorrow will be the ones acting responsibly today, both internally and within their communities.
The Principles for Responsible Investment (PRI)
The Principles for Responsible Investment (PRI) is 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. Our annual survey disclosure to the PRI and the assessment are available here.  
IIGCC (Institutional Investors Group on Climate Change)

IIGCC, the Institutional Investor Group on Climate Change, is a network of European investors to encourage public policies, investment practices and corporate behaviour that address long-term risks and opportunities associated with climate change. EdenTree has been a member since 2015. 

The UK Stewardship Code
The UK Stewardship Code is monitored by the FRC (Financial Reporting Council) and aims to enhance the quality of engagement between investors and companies, it sets out the expectations for investors on seven points of good stewardship. EdenTree makes an annual statement on how it complies with the code and has been rated Tier I by the FRC. Our annual Statement under the Code can be found here
The European SRI Transparency Code
The European SRI Transparency Code is 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
UK Sustainable Investment and Finance Association

UKSIF, 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.

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 (see IVIS).

PRI Montreal 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 30% Club
The 30% Club aims to improve gender diversity with a goal of achieving a minimum of 30% women on FTSE-100 boards. Its ambitions have been strengthened and enhanced so as to support the objectives of the Hampton Alexander Review aiming for the entire FTSE 350 to have 33% of women on company Boards by 2020. EdenTree is a member of the 30% Club investor group and participates in collaborative engagement initiatives.
Corporate Human Rights Benchmark

CHRB, the Corporate Benchmark on Human Rights ranks companies based on the UN Guiding Principles on Business and Human Rights, as well as additional standards for various industries. This is a new initiative and EdenTree is a founder supporter.

The Access to Medicines Index

The Access to Medicine Index ranks pharmaceutical and healthcare companies on how they make medicines, vaccines and diagnostics more accessible in low and middle-income countries. Health & Wellbeing is one of our positive pillars so this is an important area for EdenTree and we have been a supporter since its inception.

The Access to Nutrition Index (ATNI)

The Access to Nutrition Index assesses the contribution the private sector makes to addressing global nutrition challenges and facilitate improved diets by ranking companies in the food and beverage sector on their approach to obesity and under-nutrition. Health & Wellbeing is one of our positive pillars so this is an important area for EdenTree and we have been a supporter since inception.

FAIRR (Farm Animal Investment Risk & Return) is an investor initiative with $6 trillion of investor support focused on the potential investment risks arising from intensive livestock farming and poor animal welfare standards. FAIRR produces research and facilitates investor engagement around core issues such as antibiotic resistance and the impact of livestock farming on climate change. FAIRR and its research oriented methodology complements our other partnership in this area with BBFAW.
CDP manages the global disclosure system that enables companies, cities, states and regions to measure and manage their environmental impacts. EdenTree is a member of CDP and encourages companies to disclose their climate, water and forest footprint impacts. 
The Business Benchmark on Farm Animal Welfare (BBFAW)
BBFAW, the Business Benchmark on Farm Animal Welfare is a global measure of company performance on farm animal welfare, benchmarking companies on animal welfare standards in the food supply chain. EdenTree has been a leading supporter of the initiative since inception.
The Workforce Disclosure Initiative

The Workforce Disclosure Initiative (WDI) is a new initiative launched by ShareAction which seeks to assess corporate transparency on how they manage workforce issues and aiming to improve the overall quality of jobs in the direct operations and supply chains of multinational companies.

Sustainalytics is a global leader in ESG and Corporate Governance research and ratings and supports EdenTree’s research process with insights on company environmental, social and governance data, involvement in excluded sectors and activities and controversy alerts.
The Institutional Voting Information Service
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.
Glass Lewis & Co
Glass Lewis is EdenTree’s partner for overseas voting and is a leader in global governance services. It conducts research on AGM resolutions and executes our overseas voting based on our overseas corporate governance policy which is available here
Proxy Insight
Proxy Insight is the global leader in information on global shareholder voting. Since launching in 2014 it has been the key repository for global voting trends and supplies EdenTree with the voting outcomes of all UK meetings in the portfolios.
ISS Ethix Climate Solutions
ISS Ethix Climate Solutions is EdenTree’s partner for portfolio carbon foot-printing. It assesses our equity fund’s carbon intensity and emissions financed by our investments and supports our disclosure under the Montréal Pledge, and forms the basis for our engagement work on climate change with companies.
ShareAction is a registered UK charity that promotes ethical and responsible investment for the public benefit in order to advance the relief of poverty, protection of the environment, promotion of human rights, sustainable development and compliance with the law and ethical standards of conduct. We work with ShareAction on a range of stakeholder initiatives including the Workforce Disclosure Initiative, promotion of the Real Living Wage and Climate justice.  

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.