An introduction to Fund EcoMarket

Fund EcoMarket offers information about investments 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.

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 however thanks to our supporters and sponsors – the companies whose logos are shown on Fund EcoMarket.

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 and decision making process.

Fund EcoMarket is our contribution towards helping this to happen by helping users to do the following:

1. View a comprehensive list of all regulated, retail, onshore sustainable, responsible and ethical funds – complete with information about their sustainable, responsible and ethical strategies and processes.

2.  Identify your / your client’s ‘best fit’ style of sustainable, responsible or ethical investment styles (‘SRI Style’) via the SRI StyleFinder fact find Questionnaire 

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

4. Search SRI/ethical options via the ‘name, product and investment type’ filter fields – if you are looking for a particular fund.

5. Search for particular key SRI characteristics using our  ‘SRI Policy’ and ‘SRI Features’  and ‘Corporate SRI Activity’ filter options.

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 geared up to deal with individual investors.)

If you are interested in making an investment please contact your Financial Adviser  – or you can us our ‘Find an Adviser’ area 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 includes literature and videos.  You can also check out the various ‘industry professionals only’ links on the home page of www.FundEcoMarket.co.uk or contact us.

Registered Company: SRI Consultants Ltd – 03904843