EdenTree Investment Management

Our Responsible Investment Activity Report for the three months to 30th September 2024 is now available. https://lnkd.in/eqt2HpjB During a busy quarter, we continued to engage on our thematic priorities with the objective of driving change on key sustainability issues. This included kicking off the second round of engagements with our highest emitters under our Climate Stewardship Plan, rounding off our engagement with our renewable energy holdings on human rights, and continuing to push companies for high standards around ethical AI practices. For professional advisers only.

EdenTree Investment Management debuts 'tailor made' global government bond fund in response to client demand. EdenTree Investment Management has expanded its fixed income offering by launching a global mandate, focused on investing in government and government-related ESG-labelled bonds. David Katimbo-Mugwanya, CFA, James Tomlinson. Check out Eve Maddock-Jones's latest article 👇 https://incm.pub/4fkoyOi #investment #wealthmanagement #assetmanagement #finance

"Can AI solve the productivity puzzle?" - Register now for EdenTree's Investment Insights Seminar (90 mins CPD) https://lnkd.in/eAhQzTAA We will also cover the potential impact of the US Election, disruptions to global supply chains, the Chinese Stimulus package, and of course, the outlook for inflation & growth. For Investment Professionals Only #artificialintelligence #financialadvisers #paraplanner

We were delighted to take home the award for “Best Responsible Fund” for the EdenTree Responsible & Sustainable European Equity fund at RSMR’s annual Investment Conference last night. “The best responsible fund is part of a wider Responsible and Sustainable suite from an asset manager with a strong pedigree in responsible investing. The fund provides investors with a balance of negative and positive screening criteria, not only screening out companies that don’t meet more traditional ethical criteria, but also supporting and engaging the companies that take a more positive ethical, social and environmental corporate governance approach.” Hear more from the team at RSMR here https://lnkd.in/ePjpCvzP For Professional Advisers only. Capital at risk.

Join EdenTree's Global Equity Team, David Osfield, Thomas Fitzgerald and Lydia Norman for a short on-demand webinar, providing an introduction to the Responsible and Sustainable Global Equity Fund, unpacking the Fund's sustainable themes and how the valuation process works in practice. Watch now https://lnkd.in/eVyFGecg For Professional Investors only. Capital at risk

Delighted to see the EdenTree Responsible & Sustainable European Equity Fund profiled as the Mail on Sunday “Fund Focus” for the week, following an interview between fund manager Christopher Hiorns and Jeff Prestridge. ‘Our objective,’ says Hiorns, ‘is to deliver investors a good return without taking too many risks. We’re looking for good companies that behave responsibly and are leading the drive towards a greener world. It means avoiding companies involved in oil and gas production, the manufacture of alcohol and tobacco. But the companies we buy must also represent good value and be underpinned by strong cash flows that are in growth mode.’ Read the full profile here: https://lnkd.in/eG-5-2Fq For Professional Investors only. Capital at risk.

Last week our investment team armed with litter pickers, headed to Brighton Beach for a day of volunteering, tackling the sands with the same precision they bring to their portfolios! Who knew picking up litter could be so… rewarding? For professional investors only.

We are delighted to announce that EdenTree has been shortlisted in The Financial Services Forum 2024 Awards for Marketing Effectiveness, in the category Most Effective Use of a Small Budget. This follows the success and hard work that went into the 2023 Big Swim Challenge, with partner and Olympian Alice Dearing OLY. The challenge unlocked a £40,000 donation from EdenTree to The Black Swimming Association (BSA), after more than 15,000 participants collectively swam over 60,000km, raising awareness for the charity and the importance around water safety. We are grateful to everyone who took part in this challenge and look forward to the awards ceremony in November. https://lnkd.in/g-9sDtxV #marketingawards #charitablegiving #marketingeffectiveness

Dr. AI will see you now. It's no secret that healthcare systems are under immense pressure to take care of more patients, better and with less resource. With healthcare data now comprising 30% of the world’s data and the recent surge in AI advancements, can AI genuinely make a positive impact in the healthcare sector? Watch episode 2 of EdenTree Global Snapshot with Lydia Norman and David Osfield https://lnkd.in/egQh65Cw For professional advisers only.

Can AI solve the "productivity puzzle?" Join EdenTree’s Matthew Parlour for our latest round of Investment Insights seminars, where he will look at what steps the new government can take to improve growth, and whether AI is the answer to our productivity problems? Register now https://lnkd.in/eAhQzTAA #artificialintelligence #investmentinsights #responsibleinvesting For professional advisers only.