An introduction to Fund EcoMarket

Fund EcoMarket offers information about investment funds that take ethical, social and environmental issues seriously.

Fund EcoMarket is a ‘whole of market’ tool that lists all onshore, regulated, retail, screened and themed SRI funds – plus a few carefully selected additional options.

The core focus of our research is around the issues and approaches that differentiate funds of this kind from other collective investment options.

We are passionate about helping people to understand this important area – which is why this site is free for everyone to use.  This is made possible thanks to the support of our sponsors – the companies whose logos are shown on the Fund EcoMarket home page (and listed first).

We believe that enabling people to find investment options that suit their personal values, aims and opinions is an essential part of the financial advice process.

To enable this to happen Fund EcoMarket has the following features:

1. A comprehensive list of all (UK) regulated, retail, onshore sustainable, responsible and ethical funds – complete with information about their sustainable, responsible and ethical strategies and processes.

2.  Fact finding support. Identify your / your client’s ‘best fit’ style(s) of sustainable, responsible or ethical investment styles via the SRI StyleFinder fact find Questionnaire   – you can supplement this by discussing the individual filter options on Fund EcoMarket if necessary (see ‘Adviser downloads’ area)

3. Find options with similar core ‘ethical/SRI’ strategies by selecting the ‘SRI Styles’ filter option.

4. Search funds by name, asset type or geographic region for SRI portfolio planning.

5. Search for individual SRI characteristics using our three main SRI filters – which are:

• ‘SRI Policy’ (ie What issues does the fund consider?)  
• ‘SRI Features’ (ie How does the fund approach these issues?) 
• ‘Corporate SRI Activity’  (ie Who & what differentiates this fund management company?)

6. Read about fund specific SRI / ethical fund strategy information – via the ‘More Info’ button.  This text is supplied by fund managers and includes links to the relevant areas of fund management company websites.

7. Record your findings and generate reports for your audit trail. (Print and pdf options are available for the fact find questionnaire and the SRI fund finder tool.)

Please be aware,  Fund EcoMarket is ‘for information only’.  The information we published relates to ‘ethical’ information only 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. If you are interested in making an investment please contact your Financial Adviser  – or you can  ‘Find an Adviser’  page via the home page of Fund EcoMarket.  Alternatively you can contact the fund management companies shown on Fund EcoMarket as some deal directly with investors.

Financial Advisers:

Our primary aim is to help and support financial advisers who we believe have insufficient access to reliable, independent information of this kind.  If you require further help you can check out our ‘Adviser Downloads & Support’ area – which or go to our YouTube channel (please subscribe).

Registered Company: SRI Consultants Ltd – 03904843