Downloads & support for financial advisers and intermediaries

Helping you to offer advice on SRI and ethical investments

big 3 cropped Understanding & using Fund EcoMarket:

Download our ‘Screened, Themed and Engaged’ Fund EcoMarket fund and advice process overview  here.

You can download the Big3_Table page here as a stand alone item.  (This plots the 8 SRI Styles against the 3 most common client areas of interest in this area.)

Other items:

Fact Finding support

  • Download a hard copy of our SRI StyleFinder Questionnaire pdf  this document can be sent to a client.  When complete you can use this information on our online SRI StyleFinder questionnaire to identify a client’s best fit SRI Styles.  Use this in the SRI Styles filter on Fund EcoMarket to find relevant fund options.
  • Go to SRI StyleFinder on line questionnaire on Fund EcoMarket to identify preferred SRI Styles.  This is a microsite and does not link back to Fund EcoMarket – you can send this link to your clients. (This has a report function for adviser audit trail purposes).
  • Download our Supplementary fact find questionnaire that mirrors the filter options on Fund EcoMarket – helping you to identify specific areas of interest to a client.

Additional support for financial advisers

IFA literature:

Additional Articles

Go to sriServices literature directory for earlier literature.

For Adviser Training or to join our ‘Find an Adviser’ area contact

Additional Support –  join our LinkedIn Group, sign up to our newsletter (FS professionals only) and/or follow us on Twitter (open to all).  See Fund EcoMarket home page for buttons/links.

Fund Managers and product providers contact

Return to Fund EcoMarket


  • See Citywire and Asset TV interviews via Fund EcoMarket home page.
  • PFS training event recording & slides are available via the Literature page above.
  • Introduction to sriServices & Fund EcoMarket here –  See below – recorded at our ‘Screened, Themed & Engaged 2016′ event 9 November 2016 (the day of the US election results).
    • Panel Session 1 (panel members: Alliance Trust Investment (now Liontrust team), Sarasin & Partners, Rathbones, Unicorn Asset Management, Ethical Futures, MSCI)
    • Panel Session 2 (follows on from session 1)

External Sources

Pension Actuaries Climate Risk warning letter



CISI event January 2017

RSMR Event November 2017