Find a Financial AdviserFund EcoMarket AppSRI Stylefinder ToolNewsletter Sign up

Introducing Fund EcoMarket

Fund EcoMarket is database of sustainable, responsible and ethical investment fund information – intended  for UK retail investors

Fund EcoMarket aims to be a ‘whole of UK sustainable / responsible /ethical investment market’ fund tool.  It is designed for UK financial services professionals, but open to all.

We aim to list all* relevant regulated funds.  Our focus is UK domiciled funds such as OEICs (‘Open Ended Investment Companies’) and related Life and Pension subfunds, although we list many leading FCA regulated and registered offshore funds (eg SICAVs) and portfolios also.

The purpose of the database is to help users understand sustainable, responsible and ethical funds, so that interested clients needs can be met.

We avoid saying whether funds are ‘good or bad’ (ie rating them) – as doing so makes little sense given that clients’ needs and preferences vary.  Instead, our focus is on helping portfolio managers and financial advisers understand  strategy differences so that options can be matched to clients’ preferences and needs.

Fund EcoMarket key features:

1. A comprehensive ‘whole of sustainable, responsible and ethical investment fund market’ list of  (UK) regulated, retail, onshore sustainable, ESG, responsible and ethical funds – complete with information about their sustainable, responsible and ethical strategies and processes (supplied directly by fund managers), links and more.

       2. Funds with broadly similar approaches are grouped together under our SRI Styles classifications.

3.  Fact finding support. The ‘SRI StyleFinder’ fact find Questionnaire helps users identify their/ their client’s ‘best fit’ style(s) of sustainable, responsible or ethical investment fund.   The questionnaire will identify their three ‘best fit’ SRI Styles, which you can use in the ‘SRI Styles’ filter field on the database tool.  (See the fact find support.)

4. Search funds by name, asset type and/or region to aid financial and portfolio planning.

5. Search for individual sustainability characteristics and attributes using our additional ‘fund’ and ‘fund management company‘ filters. (These separate what a specific fund does from what an entire asset management company does across all (or almost all)  assets.

6. Fund and fund manager sustainability filters.  The site has over 250 individual filters which describe what fund managers do, where they aim to invest, what they avoid, their engagement activity and their wider aims.  Some of our filters are relatively high level (‘entry level’), others are very specific – as different people have different preferences.

7. Additional fund and fund manager information, text and links are available via the individual fund ‘More Info’ buttons.  This text in these areas is supplied by fund managers and we ask all managers to supply links to relevant areas their company websites. (This information is hosted within ‘primary fund’ entries but also relates to subfunds.)

8. Reporting functions.  Users can save or print information and search results for their record keeping and audit trail.  These can be produced in short form (fund names only), or long form (including ‘More Info’ text.)

 

Our research

  • We collect information by issuing an annual questionnaire to all relevant fund managers in addition to updating information throughout the year also –  as required.
  • We do not verify or comment on the information we receive (unless we find obvious errors) as the purpose of the site is to bring together information supplied directly by fund managers.
  • Our SRI Styles, described above,  indicate a fund’s or portfolio’s core strategy and approach (as classified by ourselves).
  • Fund EcoMarket is ‘for information only’.  The information we published relates to ‘SRI/ESG’ information only – so it is not a complete picture – and is not intended to be viewed as advice, recommendation or endorsement in any form. It is not to be relied upon when deciding where or how to invest.
  • We are not financial advisers and are not authorised to offer financial advice.  Everyone is welcome to use the information we provide however we are not set up to deal with individual investors.
  • Users are recommended to use the links within fund entries to check information on fund manager websites.

 

See FAQ area for further information.

 

If you are an individual investor please contact your Financial Adviser for advice.  If you do not have an advisers you may like to use our ‘Find an Adviser‘ list.

Registered Company: SRI Consultants Ltd – 03904843