Downloads & support for financial advisers

Helping you to offer advice on SRI and ethical investments

Big 3 Understanding & using Fund EcoMarket:

  • The Big Three.  Download our Q4/2017 ‘Screened, Themed and Engaged’ event brochure – showing suggested advice process, and illustrating how different sriStyles meet different client needs – focusing on the ‘Big 3′.
    • This is designed as a six side folding A5 brochure. There are two download options: 6 x A4 pages for better readability.  Or – front / back 2 x A4 pages to show original layout.
  • Download ‘Fund EcoMarket 5 step advice’ brochure – an example of the steps you need to go through in order to identify relevant, appropriate SRI options.
  • Download  ‘SRI Styles in Brief’ pdf – a brief overview of our SRI Styles.  A useful prompt when with a client! See our SRI Styles Directory for a more detailed explanation.

Identifying sustainable, responsible and ethical investment aims

  • Download SRI StyleFinder Questionnaire pdf  (this document can be sent to a client.  When returned to you,  you can input their responses into the online questionnaire in order to identify their best fit SRI Styles.  You can then tick the relevant boxes in the ‘SRI Styles’ filter option to find relevant fund options.
  • Go to SRI StyleFinder on line questionnaire on Fund EcoMarket to identify preferred SRI Styles.  (This has a report function for adviser audit trail purposes).

Additional support for financial advisers

IFA literature:

Videos

  • 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)

Additional Articles

For Adviser Training or to join our ‘Find an Adviser’ area contact Julia@sriServices.co.uk

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 Julia@sriServices.co.uk

Return to Fund EcoMarket

Further published articles and guides:

Go to sriServices literature directory for earlier literature.

 

External Sources

Pension Actuaries Climate Risk warning letter