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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

An introduction to Fund EcoMarket

Fund EcoMarket offers information on funds that take sustainable, responsible, ethical and or ESG (environmental, social and governance) issues seriously.

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

The core focus of our research is around the issues and approaches that differentiate these funds from other fund options.

The site is designed for financial services professionals but open to everyone.

We are passionate about helping people to understand this important area – which is why this site is free to use.  This is made possible thanks to the support of our partners – the companies whose logos are shown on the Fund EcoMarket home page (they are listed first, with logos showing, but otherwise treated the same as other funds).

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.

The video below will give you an idea of what Fund EcoMarket is and  how it works – or you can scroll down for information on what the tool includes and its main features…

What’s on Fund EcoMarket?

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:

    • Policies, Issues & Themes’ (i.e. What issues does the fund consider?)  
    • ‘Aims and Approaches’ (i.e. How does the fund approach these issues?) 
    • ‘Responsible Ownership’  (i.e. 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.  Please use our ‘Find and Adviser’ service if you do not already have an adviser.

Financial Advisers:

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

 

 

 

Registered Company: SRI Consultants Ltd – 03904843

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