Downloads & support for financial advisers

Helping you to offer advice on SRI and ethical investments

 building workers istockUnderstanding & using Fund EcoMarket:

Identifying sustainable, responsible and ethical investment aims

Additional support for financial advisers

IFA literature:


  • 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, Sarasin & Partners, Rathbones, Unicorn Asset Management, Ethical Futures, MSCI)
  • Panel Session 2 (follows on from session 1)

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

Further published articles:


External Sources

Pension Actuaries Climate Risk warning letter