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Home
About SRI & ESG
About Fund EcoMarket
How it works
SRI Styles Directory
Learn from our partners
Further reading, resources & regulatory links
Common Terminology
Approaches
Issues
About the Industry
Events
All Events
SRI Services Annual Event
Blog
Newsletter Archive
Support
Find an Adviser
Fact Finding support
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Dialshifter (express interest)
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Fund Basics
Product Type
Product Type
Product Type
Life
Pension
OEIC/Unit Trust
Investment Trust
Other
SICAV/Offshore*
DFM/Portfolio
Corporate Activity
Charities
ETF
VCT / EIS
Clear All
Asset Type
Asset Type
Asset Type
Unclassified
Equity
Fixed Interest
Mixed Asset
Property
Hedge
Not Set
Equity Income
Infrastructure
Passive Equity
Cash (or =)
With-Profit
Clear All
Geographic Region
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
Clear All
SRI Styles
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
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
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
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
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)
Clear All
Social & Ethical
Human Rights
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
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 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
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 & 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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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