EdenTree

EdenTree is an investment management firm operating as a subsidiary of Ecclesiastical Insurance Group and wholly owned by Benefact Group.[1]

EdenTree Investment Management
TypePrivate limited company
IndustryInvestment Management & Charity
Founded1988 (1988)
HeadquartersBeaufort House,
Gloucester
,
UK
Number of locations
London, Gloucester
Key people
Rob Hepworth (Chief Investment Officer)
Sue Round (Senior Fund Manager)
OwnerBenefact Group
Websitewww.edentreeim.com

History

Formerly known as Ecclesiastical Investment Management Limited, it was rebranded EdenTree in 2015 as the word 'Ecclesiastical' was not thought to resonate with asset management and the company wanted to broaden its appeal beyond its traditional clergy investors.[2][3][4][5] As its former name suggests, EdenTree was started as a means for Church of England dioceses to build wealth to support their clergy. Its remit now extends beyond the Church of England to encompass wider charitable and ethical concerns.[6]

The senior fund manager said at the time of rebranding that being linked to the Church of England can be a “double-edged sword”, enticing for some investors but scary for others. “We have a number of Church of England dioceses that invest with us. But, equally, for some [investors] having a faith connotation can be a drawback.”[7]

See also

References
  1. "EdenTree's Round: We had to rebrand as 'Ecclesiastical' did not resonate in asset management". investmentweek.co.uk. Retrieved 2018-05-18.
  2. "EdenTree's Round". Investment Week. Retrieved 24 April 2017.
  3. "The woman who ditched 'dull' fashion for funds". Financial Times. Retrieved 24 April 2017.
  4. "Ecclesiastical to rebrand as EdenTree Investment Management". City Wire (Wealth Manager). Retrieved 24 April 2017.
  5. "It's the dawn of a new era in responsible investing". Ecclesiastical. Retrieved 24 April 2017.
  6. "Ethical firms deliver bigger returns". The Telegraph. Retrieved 24 April 2017.
  7. "The woman who ditched 'dull' fashion for funds". Financial Times. 22 November 2015. Retrieved 24 April 2017.
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