EdenTree Investment Management Ltd

EdenTree Investment Management Ltd

Address: 24 Monument Street
Telephone: 0800 032 3778
Website: www.edentreeim.com
Email: Click here to email EdenTree Investment Management Ltd

EdenTree Investment Management Ltd

EdenTree Investment Management (EdenTree) is part of the Ecclesiastical Insurance Group (EIG), an independent financial services company established over 130 years ago in 1887 and has A.M. Best and Standard & Poor’s ratings of A and A- respectively. Our ultimate parent is the Allchurces Trust, one of the largest grant giving charities in the UK.

EIG is a unique company whose purpose is to contribute to the greater good of society whilst delivering a sustainable return to our grant giving charity parent.  This is reflected in how we work with our customers and how we manage our business.  We operate an extensive ‘Greater Giving Programme’, encouraging and supporting our employees to volunteer and support their local communities.  We are also proud to be an accredited Living Wage Employer and one of the founding signatories of the Women in Finance Charter.

EdenTree, the shining light in responsible investing and launched the first Responsible and Sustainable fund, the Amity UK Fund, in March 1988 and currently have seven Responsible and Sustainable funds in the Amity range.  We have a long-established track-record of successfully managing funds and discretionary mandates for charities, institutions and individuals with responsible investment at our core.

Our award winning investment team has over 30 years’ experience in the field of Responsible and Sustainable investing and have delivered consistent long term outperformance from our range. 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 ten years in a row. At the start of 2014, EIG set a goal of donating £50m to charity over the next three years. This target was successfully achieved in just over two years, with EdenTree being a major contributor. A challenging and exciting target to give a further £100m to charity by 2020 has been set by our Board.     

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.

EdenTree had assets under management totalling almost £2.8bn as at 30 November 2018. Approximately half of this value is managed by way of our nine pooled funds (two of which are specialist charity funds). The remainder is managed via segregated portfolios for individuals, families, charities and institutions.

Potential investors should note that past performance is no guarantee of future returns and that the value of investments, and the income derived from them can fall as well as rise.

EdenTree Investment Management Limited (EdenTree) Reg. No. 2519319. Registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EdenTree is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association.

For more information, visit www.edentreeim.com
Or call our charities team on 0800 032 3778 or email us at charities@edentreeim.com

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