Responsible Investing
EdenTree are dedicated to responsible and sustainable investing, having launched our first ethical fund in March 1988. We have a 35-year track record in this space; it is all we do.
Our purpose – to transform the way people invest for a better tomorrow – underscores our dedication to sustainable investment, and the positive impact we seek to achieve through our investment activities.
Across our range of funds, we seek to invest in companies operating as sustainable businesses, as well as those contributing to environmental and social solutions. We believe consistent, long-term returns are more likely to be achieved by investing responsibly in sustainable businesses, and we integrate environmental, social and governance factors throughout our investment process.
Our research, available below, draws on a depth of expertise that has built up over 35 years in responsible and sustainable investing.
Our Philosophy
We pride ourselves on taking a truly active approach to investing.
For us, this means being benchmark aware, not benchmark constrained. We have found this contrarian approach can deliver significant outperformance over the long-term when combined with fundamental stockpicking factors to identify intrinsically sound, value-orientated companies. Combined with our responsible and sustainable investment process, this provides us with a truly active edge to our portfolios.
Our Process
Our fund managers and responsible investment team work in parallel to deliver responsible and sustainable Investments.
We employ a process whereby responsible and sustainable factors are fully integrated into the investment management process, with our fund managers and responsible investment team working side by side to generate ideas, analyse opportunities, create meaningful and diversified portfolios and undertake ongoing evaluation.
At a stock level, we look for companies that have meaningful market share, strong cash-flows, good management, robust balance sheets, high levels of recurring revenues and high barriers to entry.
Responsible Investment Activity Report – Q4 2024
Our latest Responsible Investment Activity Report – Q4 2024 is now available.
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EdenTree’s Climate Commitment: now is the time for like-minded investors to step up
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A Just Transition in Renewable Energy: Our engagement with renewable energy companies
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Engaging for Change: Water, climate change and financial inclusion lead engagement themes
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Partnerships
World Benchmarking Alliance
The World Benchmarking Alliance has developed a series of benchmarks assessing 2,000 of the world’s most influential companies, ranking and measuring them on their contributions to the SDGs. These include the Corporate Human Rights, Gender and Just Transition Benchmarks.
ISS-ESG
ISS-ESG is a leader in ESG and Corporate Governance research, data and analytics, and supports EdenTree’s research process with insights on company environmental, social and governance data, helping to identify social and environmental risks and opportunities.
The Access to Medicine 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. EdenTree has been a supporter since its inception.
The Access to Nutrition Index
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.
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.
Business Benchmark on Animal Welfare
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.