‘SRI Styles’ filter

fishing boat iStock_000003189666XSmallAll Fund EcoMarket entries are classified according to our SRI Styles* segmentation system.

These ‘Styles’ group ‘ethically similar’ options together to help users recognise the primary strategy, theme or purpose of individual investment options across what are often referred to as the ‘ethical investment’ or ‘SRI’ market.

These classifications aim to address the challenges associated with such options commonly being thought to be ‘all much the same’.  In fact, although there are areas of crossover and shared aims, there are also significant differences – both in terms of the issues considered and the approaches applied by fund managers.

Our ‘SRI Styles’ are designed to help people to recognise the key similarities and differences between options and to help steer users around common areas of misunderstanding.

This system help users to find potentially ethically appropriate options quickly and easily, so that further research can then be carried out on a smaller cohort of relevant options.

For example, these options highlight the difference between funds that avoid companies in line with their ethical avoidance criteria (Negative Ethical) and those that have ethical investment strategies that ‘balance’ the often complex positive and negative aspects of investee companies (Ethically Balanced).

In practice, we normally recommend that users consider more than one SRI Style.  This is because individual fund strategies vary, which means there is cross over between some of the styles, as well as variations within the styles.

For example, many Ethically screened funds are concerned about sustainability and environmental issues.  Similarly, many Sustainability themed funds and Environmental funds also consider ethical or ‘values based’ issues.  However the way in which these funds operate and select investments is often different, because their primary strategy, theme or purpose is different.

See SRI Styles Directory for further information on individual styles.

Refining your search

In addition to using SRI Styles, we recommend users refine their search by using the SRI Policy, SRI Features and Corporate Activity filters.  The text and links supplied by the fund manager (in the ‘More Info’ areas) helps explain fund strategies in more detail.

We recommend financial advisers retain this information for their audit trail – and offer a ‘print or save’ reporting function for this purpose.

  • Please note, these additional ‘More Info’ filters are shown for Primary funds only (typically OEICs or SICAVs).  They can however be ‘read across’ to apply to subfunds such as Life and Pensions options.

 

* SRI Styles are our own classifications – borne of extensive research and over 20 years of experience in this area.