ESG Investment Advisors

To give an example of how the funds that we invest in are supporting the Sustainable Development Goals associated with each ESG category: Eden Tree is a pioneer in the field of SRI, with its roots dating back to 1887, and they launched some of the first socially responsible funds in the UK in the 1980s. Climate change is a key component of Eden Tree’s responsible investment engagement strategy across their entire product range. They assess companies based on their contribution to climate change and the managers engage with businesses on a range of environmental issues such as decarbonisation and biodiversity. Under their SRI Transparency Code, Eden Tree regularly publishes details of its research and engagement on its website.

In addition to their funds, Eden Tree has demonstrated that they are truly committed to combating environmental issues at a much higher level. They are a member of the Institutional Investors Group on Climate Change, whose mission is to drive significant and real progress towards a net-zero and resilient future by 2030. Eden Tree is also a signatory of the COP2 I Paris Pledge, which aims to strengthen the global response to the threat of climate change.

Another example in our SRI portfolios is WHEB. who were founded in the 1990s as an environmental corporate finance boutique by Rob Wylie and Kim Heyworth. Today, WHEB is responsible for a single global equity strategy, FP WHEB Sustainability. The companies it invests in must be aligned with their sustainability investment themes, of which five are environmental: Resource Efficiency, Cleaner Energy, Environmental Services, Sustainable Transport and Water Management.

WHEB is a Certified B corporation, demonstrating they meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose.