Providers of sustainable, responsible, ESG and ethical investment options are invited to list relevant products and services on Fund EcoMarket
Our aim is for Fund EcoMarket options and entries to be as comprehensive as possible so that they meet the needs of independent financial advisers and wealth managers researching the ‘whole’ market.
We therefore request that all relevant managers share information and links that relate to sustainable, ethical, responsible, ESG and stewardship strategies.
Our aim is to support industry professionals who are searching for high quality sustainable, responsible and ethical investment strategy information – however we recognise that their reasons for doing so vary. The information we supply reflects this.
- We list a wide range of options. This includes sophisticated options that are focused on delivering positive sustainability impacts and outcomes – and strategies with only basic exclusions.
Our core requirement is that a fund, product, service or fund management entity has a strategy that is demonstrably designed to suit the needs and, or preference of clients with an interest in this area.
Inclusion of information is subject to our approval. SRI Services reserves the right to refuse information.
Adding information – FAQs
How do we add information to Fund EcoMarket?
Please contact us and we will share the relevant form.
Do we need to pay to add information to Fund EcoMarket?
No – adding information to Fund EcoMarket is free of charge (and at our discretion) – however we rely on fund and product manager support (partnerships) to make this possible.
Can we amend our information once supplied?
Yes, you can ask us to amend, or update your information at any time.
How do we complete the form – what do the filter options mean?
Our form has explanatory instructions.
In addition, each of the filter options on Fund EcoMarket has ‘hover over’ text that explains what the options mean. This information is on our form and on our website.
You are welcome to contact us if you have further questions.
What information do you need?
In brief – we require product / fund ID information plus information on product and entity level sustainability / ethical / responsible ownership strategies. Our form requests a combination of tick box responses, explanatory text and URL links.
We do not request or supply conventional financial information, such as performance or pricing, (investment recommendations can not and should not be based on the information published on our site information alone).
Because the site is open to everyone we request that information that may not be suited to public view, typically for compliance reasons, remains on company websites and is shared with us only by URL.
How do we support your work?
Please contact us if you are interested in becoming a partner or affiliate.
