Growing retail sustainable, responsible and ethical investment

SRI Services was established by Julia Dreblow (BA Hons, DipPFS) in 2010 to help change how people invest.

Our main service – the Fund EcoMarket database tool – was launched in 2011.  Its purpose is to help UK financial advisers, wealth managers and fund selectors understand and compare sustainable, responsible and ethical investment funds so that client preferences can be matched to investment options.

The service is free to use because we aim to do all we can to remove barriers to researching sustainable and responsible investment options. We are able to do so thanks to support from around 25 partners and affiliates who’s strategies are listed ahead of others, with logos displayed. Other strategies follow.

Our services are intended for UK based financial advisers and wealth managers – but open to all.  

 

Awards

We are delighted to have been awarded the following:

• WINNER Women in Investment – Outstanding Contribution to Industry Awards (awarded to Julia by Investment Week, November 2025)
• FINALIST Best Use of Technology in the Investment Life and Pensions Sector (ILP Moneyfacts 2024) 
• WINNER Best Sustainable & ESG Support Services Provider or Consultancy’ 2021 (Investment Week, 2021) 
• FINALIST Best Sustainable & ESG Support Services Provider or Consultancy 2016, 2017, 2018 and 2021 (Investment Week)
• FINALIST  ‘Sustainable Investment – Award for Innovation (Non-Fund)’  (2017 Investment Week)
• FINALIST – ‘Best ESG/SRI Research’ (Investment Week,  2017)
• RUNNER UP  ‘Sustainable City Awards’ (Sustainable Finance category)  Corporation of London 2015. (Also shortlisted finalist in 2016.)

Our purpose

Our purpose is simple: we are working to help change how people invest.

We aim to make it easy for financial advisers, wealth managers and fund selectors to bring environmental, social and ethical issues into investment planning.  We do this by bringing reliable, detailed information together and presenting it in ways that aid understanding and help intermediaries  match strategies to client preferences with confidence. 

We do this because we believe more people are interested in sustainability and ethical issues than many financial services professionals realise, and because we believe many of these issues are more important than people think. 

We also work with policy makers and others to seek to improve regulation and guidance in this area.

Fund EcoMarket key facts:

• Designed for UK financial services intermediaries, open to all
• Free to use thanks to our partners (funds with logos)
• Over 250 fund, portfolio and fund management company filter options
• Most of our information comes directly from fund managers (reviewed annually)
• SRI Styles (our classifications) help users identify key fund characteristics and are complimented by our SRI Stylefinder tool;
• Our data is available as a data feed (API)
• See here for further information about the Fund EcoMarket database.
• See here for FAQs

What is Fund EcoMarket?

Fund EcoMarket is a free to use online database of information on sustainable, responsible and ethical investment (SRI) funds. The site is designed for financial advisers and wealth managers but ‘open source’ as SRI Services’ mission is to raise awareness of investment options that take environmental and social issues and opportunities seriously.

The tool aims to be as comprehensive as possible in covering the UK retail sustainable responsible and ethical investment market. It was originally primarily for OEICS ,but has expanded since then to include a range of product options.

The site is free to use thanks to the support of our fund manager partners.  Partner funds are listed first, with their logos displayed.

About the information we present on Fund EcoMarket

We are passionate about ensuring the best possible sustainable and responsible investment specific information reaches financial advisers, wealth managers and their clients. 

We gather information directly from fund, product and portfolio managers – and present it as supplied.

• Fund EcoMarket offers over 200 filter options for managers to select from, plus six text areas and  space for managers to provide multiple links back their own websites.

The only area that represents our opinion is the ‘SRI Styles’ classification, where we aim to highlight strategy similarities and differences. (This field works alongside the SRI Stylefinder tool.)

This allows managers to present their strategies both in short (filters) and long form (text fields), and give a comprehensive overview of both stewardship and asset selection strategies. 

We believe this is more helpful than simply using ratings, classifications, summaries and stock phrases – as specific strategy information can be central to the appropriateness of advice and any recommendations.  (Users of Fund EcoMarket will know that whilst strategies may appear similar when summarised, they can be very different ‘under the bonnet’.)

Additional current areas of work

In addition to Fund EcoMarket we work across the industry with those we believe can help increase or shape growth in this area.

Julia has specialised in sustainable investment for over 25 years and is well known for her passion for the area – other areas of work include policy, consultancy, media, training and speaking at events.

• Alquity Transforming Lives Foundation trustee (June 2026)
• Adviser Sustainability Group Vice Chair. Appointed vice chair of industry led working group – set up by the FCA – in January 2024 . See PIMFA microsite.
• BSI PAS 7342 Sustainable Fund Standard technical author (launched March 2025)
• DLAG member. Appointed to the FCA’s ‘Disclosure and Labels Advisory Group’ (DLAG), to aid the design of what is now SDR – November 2021 (COP21) – ongoing.
• Technical author of the PIMFA ESG Academy – launched 2020
• Parmenion Ethical Oversight Committee member since 2012
• PFS Sustainable Financial Advice panel member – launched September 2023
• RSMR collaboration since 2011
• Awards judge (various, including Incisive Media)
• Media contributor
• Conference speaker / presenter
• We run and support events.  Our annual SRI Services and Partners Good Money Week event has been running for over 10 years – see videos
• TISA RSI committee member (committee closed 2026, membership terminated) 

Previous experience

Julia was formerly the SRI Marketing Manager at Friends Provident, where she worked for 12 years (to 2009).  (Friends Provident launched the UK’s first ethical fund in 1984) where she worked for 12 years.  She first learned about sustainable investment whilst at NPI (1989-1994).

SRI Services carried out consultancy, data sharing (via API) and sustainable investment fund related support for the Fidelity International and interactive investor fund platforms (2019-2024).

Julia also served on the (not for profit) UKSIF board for 10 (of its c30) years, from November 2018 to October 2021 and from 2002 – 09, when she chaired their Retail Sub-Committee and helped set up National Ethical Investment Week, now ‘Good Money Week’.

• In 2014 Julia collated a report to celebrate 30 years of UK sustainable and ethical investing ’30 People, 30 years, 30 words’  . 

 

Our approach to Net Zero and sustainability

Most people care about people and the planet, but too few build their personal preferences into investment decision making.

The part all investors must play in accelerating the transition to a sustainable future is crucial. 

SRI Services’ purpose is to help change how people invest – primarily by sharing information sustainable, responsible, ESG and ethical fund strategies – so that investment decision making can improve.   Our focus is to enable financial advisers and wealth managers –  and therefore ultimately their clients – to play their part in supporting and encouraging higher sustainability standards.

Much of the data we collect and present is therefore focused on climate change and achieving Net Zero (greenhouse gas emissions), because of its importance, although we research many other important areas also.

Our core contribution towards addressing climate change is what we – we help people to invest more sustainably  – although we also manage down our own footprint.  We operate from home so personal and business aspects are blurred, however the following are important to us:

• Energy use – home/ home office. Air source heat pump since Q3 2023. Solar panels fitted in 2010.
• Transport. Business travel is, and always has been, mostly by train –  we mostly drive EV’s (since 2021).
• Physical products. We rarely produce physical marketing materials, but when we do we request that they are as sustainable as possible (eg bags purchased for our annual event are made from recycled bottles).

SRI Services’ research comes directly from fund managers and is transposed onto the site as received to avoid ‘researcher bias’. The tool is regularly updated and is ‘for information only’. 

SRI Services is not regulated and can not offer financial advice.  We do not make recommendations or endorse specific products.

‘SRI Services’ is the trading name of the registered company: SRI Consultants Ltd 03904843