Fund EcoMarket - SRI Services

Fund Basics
Product Type
Product Type

Life

Pension

OEIC/Unit Trust

Investment Trust

Other

SICAV/Offshore*

DFM/Portfolio

Corporate Activity

Charities

ETF

VCT / EIS
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Asset Type
Asset Type

Unclassified

Equity

Fixed Interest

Mixed Asset

Property

Hedge

Not Set

Equity Income

Infrastructure

Passive Equity

Cash (or =)

With-Profit
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Geographic Region
Geographic Region

Not Set

UK

Europe

USA

Global

Asia Pacific

Emerging Markets

Europe ex UK

Unclassified

Europe >50% UK

Indian Sub-Continent

Asia Pacific ex Japan

Japan
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SRI Styles
SRI Styles

Ethical

Environmentally Focused

Responsible Ownership (FM company)

Sustainability Focused

Faith Based

(Unclassified)

ESG Plus

Socially Focused

Other

Limited Exclusions

(Pending)

Sustainability Tilt
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Full fund information
Sustainability & Environmental
Sustainability

Environmental policy

Limits exposure to carbon intensive industries

Sustainability policy

Resource efficiency policy or theme

Sustainable transport policy or theme

Sustainability theme or focus

Environmental damage and pollution policy

Favours cleaner, greener companies

Waste management policy or theme

UN Global Compact linked exclusion policy

Sustainability focus

UN Sustainable Development Goals (SDG) focus

Report against sustainability objectives

Encourage more sustainable practices through stewardship

Circular economy theme (new)

Transition focus (new)

E-waste policy (new)
Nature & Biodiversity

Biodiversity / nature policy

Deforestation / palm oil policy

Plastics policy / reviewing plastics

Unsustainable / illegal deforestation exclusion policy

Avoids genetically modified seeds/crop production

Nature / biodiversity based solutions theme

Blue economy theme or focus

Nature / biodiversity focus (new)

Responsible palm oil policy (new)

Sustainable fisheries policy (new)

Genetic engineering exclusion (new)

Nature / biodiversity protection policy (new)

Water stewardship policy (new)
Targeted Positive Investments

EU Sustainable Finance Taxonomy holdings 5-25% of fund assets

EU Sustainable Finance Taxonomy holdings >25% of fund assets

Invests > 5% in the blue economy

Invests >25% of fund in environmental/social solutions companies

Invests >50% of fund in environmental/social solutions companies

Invests > 5% in green bonds

Invest > 5% in transition bonds

Invests > 5% in sustainable bonds

Invests > 50% in green bonds
Climate Change & Energy

Nuclear exclusion policy

Coal, oil & / or gas majors excluded

Climate change / greenhouse gas emissions policy

Invests in clean energy / renewables

Fracking and tar sands excluded

Clean / renewable energy theme or focus

Arctic drilling exclusion

Fossil fuel reserves exclusion

Energy efficiency theme

Require net zero action plan from all/most companies

TCFD reporting requirement

Encourage transition to low carbon through stewardship activity

Supply chain decarbonisation policy (new)

Hydrogen policy or theme (new)

Green / sustainable property strategy (new)

Fossil fuel exploration exclusion - direct involvement (new)

Fossil fuel exploration exclusion – indirect involvement (new)
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Social & Ethical
Human Rights

Human rights policy

Child labour exclusion

Responsible supply chain policy or theme

Oppressive regimes (not free or democratic) exclusion policy

Modern slavery exclusion policy (new)

LGBTQ+ policy (new)

Indigenous peoples’ policy (new)
Social / Employment

Health & wellbeing policies or theme

Social policy

Diversity, equality & inclusion Policy (fund level)

Labour standards policy

Fast fashion exclusion

Favours companies with strong social policies

Responsible mining policy (new)

Mining exclusion (new)

Vulnerable / gig workers protection policy (new)
Ethical Values Led Exclusions

Ethical policies

Animal welfare policy

Animal testing exclusion policy

Tobacco production avoided

Armaments manufacturers avoided

Alcohol production excluded

Gambling avoidance policy

Pornography avoidance policy

Gilts / government bonds - exclude all

Gilts / government bonds - exclude some

Animal testing - excluded except if for medical purposes

Civilian firearms production exclusion
Meeting Peoples' Basic Needs

Water / sanitation policy or theme

Invests in social property (freehold)

Demographic / ageing population theme

Antimicrobial resistance policy

Invests > 5% in social bonds

Invests > 50% in social bonds

Invests > 5% in social housing

Invests > 50% in social housing

Green infrastructure focus (new)

Plant based / smart food production theme (new)

Responsible food production or agriculture theme (new)

Healthcare / medical theme (new)
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Governance & Financials
Governance & Management

Governance policy

Anti-bribery and corruption policy

Avoids companies with poor governance

Digital / cyber security policy

Encourage board diversity e.g. gender

Encourage TCFD alignment for banks & insurance companies

UN sanctions exclusion

Encourage higher ESG standards through stewardship activity

Require investee companies to report climate risk in R&A (new)
Banking & Financials

Only invest in TCFD aligned banks / financial institutions

Predatory lending exclusion

Financial institutions exclusion

Banking exclusion

Exclude banks with significant fossil fuel investments

Exclude banks that finance fossil fuels extraction (new)
Fund governance

ESG integration strategy

ESG factors included in Assessment of Value (AoV) report

Employ external (fund) oversight or advisory committee

External (fund) committee has veto powers
Asset size & metrics

Paris aligned fund strategy

Over 50% small / mid cap companies

Over 50% large cap companies

Invests in small, mid and large cap companies

Invests mostly in large cap companies

Invest in supranationals (new)
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Methods & Intentions/Aims
How the Fund Works

Single resource theme or focus

Balances company 'pros and cons' / best in sector

Strictly screened ethical fund

Limited / few ethical exclusions*

Positive selection bias

Negative selection bias

Norms focus

Combines norms based exclusions with other SRI criteria

Combines ESG strategy with other SRI criteria

ESG weighted / tilt

Passive / index driven strategy

Data led strategy

Focus on ESG risk mitigation

Selection criteria / strategy may alter in adverse markets

Significant harm exclusion

SRI / ESG / Ethical policies explained on website

Assets mapped to SDGs

All assets (except cash) meet published sustain'y criteria (new)

Different risk options of this strategy are available (new)

Participated in sustain'y solutions IPOs or new issuances (new)

Fund uses unscreened ‘diversifiers’ to help manage risk (new)
Impact Methodologies

Aims to generate positive impacts (or 'outcomes')

Measures positive impacts

Positive environmental impact theme

Positive social impact theme

Invests in environmental solutions companies

Invests in social solutions companies

Invests in sustainability / ESG disruptors

Aim to deliver positive impacts through engagement (new)

Described as an 'impact investment fund'

Over 50% in assets providing environmental or social ‘solutions’ (new)
Intended Clients & Product Options

Faith friendly

Intended for investors interested in ESG / sustainability

Intended for vegetarians and / or vegans

Intended for clients who want to have a positive impact

Available via an ISA (OEIC only)

Portfolio SRI / ESG options available (DFMs)

Multiple SRI / ESG portfolio options available (DFMs)

Bespoke SRI / ESG portfolios available (DFMs)
Labels & Accreditations

RSMR rated (OEIC funds only)

Eurosif Transparency

SFDR Article 8 fund / product (EU)

SFDR Article 9 fund / product (EU)
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Fund management company information
Responsible Ownership: Who?
About the business

ESG / SRI engagement (AFM company wide)

Responsible ownership / stewardship policy (AFM company wide)

Responsible ownership policy for non SRI funds (AFM company wide)

Responsible ownership / ESG a key differentiator (AFM company wide)

Vote all* shares at AGMs / EGMs (AFM company wide)

Diversity, equality & inclusion engagement policy (AFM company wide)

Sustainable property strategy (AFM company wide)

Specialist positive impact fund management company

Boutique / specialist fund management company

Integrates ESG factors into all / most fund research

SDG aligned aims / objectives (AFM company wide)

In-house diversity improvement programme (AFM company wide)

Senior management KPIs include environmental goals (AFM company wide)

Vulnerable client policy on website (AFM company wide) (new)

Just Transition policy on website (AFM company wide) (new)

Invests in newly listed companies (AFM company wide) (new)

Invests in new sustainability linked bond issuances (AFM company wide) (new)

Offer structured intermediary training on sustainable investment (new)

Offer unstructured intermediary sustainable investment training (new)
Collaborations & Affiliations

PRI signatory

UKSIF member

Climate Action 100+ or IIGCC member

Fund EcoMarket partner

UN Net Zero Asset Owners / Managers Alliance member

GFANZ member (AFM company wide)

UN Net Zero Banking Alliance member (AFM company wide)

UN Principles of Responsible Banking framework signatory-co wide

TNFD forum member (AFM company wide)

Investment Association (IA) member (new)
Resources

In-house responsible ownership / voting expertise

Employ specialist ESG / SRI / sustainability researchers

Use specialist ESG / SRI / sustainability research companies

ESG specialists on all investment desks (AFM company wide)
Accreditations

UK Stewardship Code signatory (AFM company wide)

PRI A+ rated (AFM company wide)

B Corp certified (AFM company wide)
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Responsible Ownership: What & How?
Engagement approach

Regularly lead collaborative ESG initiatives (AFM company wide)

Encourage responsible corporate taxation (AFM company wide)

Engaging on climate change issues (new)

Engaging with fossil fuel companies on climate change (new)

Engaging to reduce plastics pollution / waste (new)

Engaging to encourage responsible mining practices (new)

Engaging on biodiversity / nature issues (new)

Engaging to encourage a Just Transition (new)

Engaging on human rights issues (new)

Engaging on labour / employment issues (new)

Engaging on diversity, equality and / or inclusion issues (new)

Engaging on governance issues (new)

Engaging on mental health issues (new)

Engaging on responsible supply chain issues (new)
Transparency

Publish full voting record (AFM company wide)

Publish responsible ownership / stewardship report (AFM company wide)

Full SRI policy information on company website

Full SRI policy information available on request

Paris Alignment plan publicly available (AFM company wide)

Net Zero transition plan publicly available (AFM company wide)

Sustainability transition plan publicly available (AFM company wide)
Company Wide Exclusions

Review(ing)carbon / fossil fuel exposure for all funds (AFM company wide)

Coal exclusion policy (group wide coal mining exclusion policy)

Coal divestment policy (AFM company wide)

Controversial weapons avoidance policy (AFM company wide)

Tobacco avoidance policy (AFM company wide)

Fossil fuel exclusion policy (AFM company wide)

Do not invest in companies with fossil fuel reserves (new)
Climate & Net Zero Transition

Encourage carbon / greenhouse gas reduction (AFM company wide)

Net Zero commitment (AFM company wide)

Carbon transition plan published (AFM company wide)

Carbon offsetting - offset carbon as part of our net zero plan (AFM company wide)

In-house carbon / GHG reduction policy (AFM company wide)

Publish 'CEO owned' Climate Risk policy (AFM company wide)

Net Zero - have set a Net Zero target date (AFM company wide)

Voting policy includes net zero targets (AFM company wide)

Committed to SBTi / Science Based Targets Initiative (new)

‘Forward Looking Climate Metrics’ published / ITR (AFM company wide)

Carbon offsetting – do NOT offset carbon as part of net zero plan (AFM company wide)

Working towards a ‘Net Zero’ commitment (AFM company wide)
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