EdenTree Investment Management Ltd
|Address:||24 Monument Street
|Telephone:||0800 032 3778|
|Email:||Click here to email EdenTree Investment Management Ltd|
EdenTree Investment Management Ltd
At EdenTree we’ve got a proud 30 year track record of delivering long term results. As the investment arm of the Ecclesiastical Insurance Group we have been providing peace of mind to the faith, heritage and charity sectors for 128 years. We believe that strong results are much more likely by investing in companies that have sustainable environmental, social and governance policies in place.
Our commitment to the responsible investment market is reflected by the fact that we’ve won the Moneyfacts Best Ethical Investment Provider of the Year Award for the last seven years in a row.
We echo this sentiment in our own corporate activity as we are owned by a charity and in 2014 alone, the Ecclesiastical Group donated over £22.5m to Allchurches Trust our charitable owner. We believe this ownership structure lends itself to a natural empathy with our charity clients as we have a clear understanding of the issues facing charities.
Profits with principles
Charities are set up in response to social need, and few would wish to support companies whose activities cause or exacerbate the problems they seek to alleviate. We seek to invest in quality companies with sound financials, solid balance sheets, proven management, good growth prospects and the potential to deliver strong cash flow. But this is not enough: we also want our companies to be strong corporate citizens, delivering economic, social and environmental benefit for society and the communities in which they operate.
Positive screening is at the heart of our profit with principles approach to investment. It allows us to invest in companies that we believe contribute to society. It also helps us pinpoint enterprises with well-developed policies and processes for managing their social and environmental impacts and risks. Our positive screening approach centres on what we define as the ‘Nine Pillars’ of responsible investing. We are particularly focused on areas that provide the necessities of life such as healthcare, water, education and housing, or products and services that are sourced ethically and produced sustainably. We also favour ‘solutions-focused’ companies that are leading the way in technologies that may help solve some of the world’s most challenging problems, such as climate change, alternative energy or water conservation. In addition, we focus on business behaviour, expecting the companies we invest in to have a well-managed policy for promoting human rights, environmental protection, labour rights and business ethics.
We also apply negative screening to eliminate businesses involved in the manufacture or sale of certain products. We apply a 10% turnover or pre-tax profit threshold for the purpose of all our negative screens.
A natural choice
Today, we have £2.4bn (as at 31 December 2014) under management. We have a range of Amity-screened funds offering the opportunity to diversify across asset classes and regions, including two dedicated charity funds. With a strong history of awards, research initiatives and a committed and consistent team, we are dedicated to servicing our clients to the highest standards possible. We hope to continue this work and achievements well into the future, dedicating ourselves to service our clients.
Potential investors should note that past performance is no guarantee of future performance and that the value of investments, and the income derived from them can fall as well as rise.
For more information, visit www.edentreeim.com/charityinvestments
Or call Mike Goddings on 0800 032 3778
EdenTree Investment Management Ltd Reg. No. 2519319. Registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EIM is authorised and regulated by the Financial Conduct Authority.