An introduction to Fund EcoMarket

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Fund EcoMarket offers information about investments that take ethical, social and environmental issues seriously.

Fund EcoMarket is a ‘whole of market’ tool that lists all onshore, regulated, retail, screened and themed SRI funds – plus a few carefully selected additional options.

We are passionate about helping people to understand this important area – which is why this site is free for everyone to use.  This is made possible however thanks to our supporters and sponsors – who’s logos are shown on Fund EcoMarket. We believe that enabling people to find investment options that suit their personal values, aims and opinions is an essential part of the financial advice and decision making process. Fund EcoMarket is our contribution towards helping this to happen… Fund EcoMarket helps you…

1. Identify your / your client’s ‘best fit’ style of sustainable, responsible or ethical investment (‘SRI Style’) via the SRI StyleFinder fact find Questionnaire 

2. Find options with similar core ‘ethical/SRI’ strategies via our unique ‘SRI Styles’ segmentation.

3. Search SRI/ethical options via the ‘name, product and investment type’ filter fields.

4. Refine your research using the ‘SRI Policy’ and ‘SRI Features’  and ‘Corporate SRI Activity’ filter options

5. Read what the fund managers say about their own SRI / ethical strategies – via the ‘More Info’ button – which includes links to managers’ websites

6. Record your findings and generate reports for your audit trail

  The navigational links within this ‘help’ area explain further.   The small print… Fund EcoMarket is ‘for information only’.  The information we published relates to ‘ethical’ information only and is not intended to be viewed as advice, recommendation or endorsement in any form. We are not financial advisers and are not authorised to offer financial advice.  (Everyone is welcome to use the information we provide however we are not geared up to deal with individual investors.)

If you are interested in making an investment please contact your Financial Adviser  – or you can ‘Find an Adviser’ via the button on Fund EcoMarket.  Alternatively you can contact the fund management companies shown on Fund EcoMarket as some deal directly with investors.

Financial Advisers:

Our primary aim is to help and support financial advisers who we believe have little access to reliable, independent information of this kind.  If you require further help you can check out our ‘Adviser Downloads & Support’ area – which includes literature and videos.  You can also check out the various ‘industry professionals only’ links on the home page of www.FundEcoMarket.co.uk or contact us.

Registered Company: SRI Consultants Ltd – 03904843