Edentree Investment Management

Contact: Caroline Jarvis Gee - Charity Business Development Manager

EdenTree Investment Management
24 Monument Street

EdenTree launched its first responsible investment fund over thirty years ago in 1988 and have been public proponents of responsible investing ever since. We have a long-established track-record of successfully managing funds and discretionary mandates for charities, foundations and institutions with responsible investment at our core.

EdenTree is an asset manager with a difference. We are part of Ecclesiastical Insurance Group, a unique financial services company whose purpose is to contribute to the greater good of society whilst delivering a sustainable return to our ultimate charity parent, Allchurches Trust Limited. We are proud to have been consistently recognised for the strength of our approach, recently highlighted as a best-in-class investment manager at the Friends Provident Foundation ‘ESG Olympics’, where we reached the final 5, out of almost 60 investment and asset management candidates that applied.

We offer specialist pooled funds for charities that aim to protect capital, keep costs low and look to achieve income and long-term capital growth. For larger charities, we also create bespoke, segregated investment solutions to match specific needs. For example, we have recently been working with several of our segregated portfolio clients who wanted bespoke portfolios that invest for the Just Transition allowing them to pursue their climate change and societal objectives through their investments. One charity consultant commented on our strategy: ‘EdenTree is a long way ahead of many managers that I know in terms of integrated thinking, it’s really exciting to hear about how much work has been done there.’

"Ely Diocese has been impressed by the service and performance of EdenTree since investing with them in 2013. We are pleased to have partnered with a charity-owned investment firm, who really understand the needs of an organisation like ours."

"We have been very happy with the support and patience provided by the
company to transition our investments and their overall service and would
happily recommend EdenTree." - 
LGBT Youth Scotland

EdenTree is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association. Firm Reference Number 527473.