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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

About SRI Services

JD_KJD3719 compressedSupporting growth in sustainable investment

Fund EcoMarket was set up by Julia Dreblow of SRI Services to help financial advisers and other intermediaries to understand and compare sustainable, responsible and ethical investment fund options.

By bringing together information about the many different, but often complimentary, ‘sustainable, responsible and ethical investment’ (SRI) strategies and approaches we aim to make these fund options easier to research, understand, compare and advise clients on.

Experience

Sus City Awards 15Julia has specialised in this area for over 20 years and is well known for her passion for SRI.  Although her work focuses on Fund EcoMarket she is also involved  in consultancy, media, training, speaking at events and responding to consultations.

Julia was appointed director of not for profit industry association UKSIF in November 2018 (for the second time, see below) and is a Transparency Task Force advisory board member.

She was previously a director of UKSIF from 2002-9 where she chaired their retail subcommittee and was involved in setting up the first Good Money Week (formerly National Ethical Investment Week).

Julia was formerly the SRI Marketing Manager at Friends Provident (who launched the UK’s first ethical fund), where she worked for 12 years having first learnt about this area whilst at NPI (1989-1994).

Fund EcoMarket (launched in its current form in 2015) and now boasts around 800 of users every month. The fund tool has been a finalist in a number of SRI awards.  It was also runner up in the 2015 Corporation of London Sustainable City Awards (Sustainable Finance category) – and shortlisted again in 2016 (when the relevant category ceased to exist).

For further background information see the SRI Services ‘About Us’ area.

Contact

About the information we present

We are passionate about ensuring the best possible SRI specific information reaches advisers and their clients.  As a result we gather information directly from managers and (almost always) present their fund information exactly as it is supplied to us.  We do however set ‘SRI Styles’ classification ourselves.

By working in this way we allow fund managers to present their fund strategies in their own words, highlighting their own aims, expertise and areas of focus.  This information, alongside the filters and fields we ask them to select from help to make funds’ points of differentiation (and similarities) easier to identify and compare.

Our view is that this combination is the best way to enable intermediaries to compare what these funds actually and why whilst guarding against the risk of researcher bias!

As you will see although many of these funds consider the same (or similar) high level issues, when you drill down to into fund strategies both the specific issues they consider and the fund objectives vary significantly.  And rightly so – as clients’ aims and opinions are often highly personal and as such vary greatly!

Our hope and expectation is that the information we present here helps you to match client aims to fund options as easily and effectively as possible…

Our mission

Our mission is to help change the way people invest by making it easier for intermediaries to bring ethical, social and environmental considerations into investment planning.

We believe this area has been under-served by the ‘retail financial services community’ for far too long.

  • For example  – Investment Association fund statistics show that around 1-1.3% of all OEIC retail investment assets flow into options of this kind – whereas market research indicates consistently higher potential investor interest – typically 50-60%.

As such we focus on bringing together information on environmental, social and ethical strategies that is not available elsewhere, so that you can build it into your advice process.

We take the view that if we are to change the way the retail financial services community operates industry professionals must first and foremost however have access to reliable information.

By providing this information free of charge (and with no strings attached) we can ensure that anyone who is interested in this area can find comprehensive, up to date information on this hugely important area – and help us to spread the word!

Our thanks go to our sponsors and supporters who share our mission.  This site would not be available without their support.

 

 

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Latest News

Woman of the Year Award – Finalist
June 13, 2019

Women in Financial Advice Awards 2019 I am delighted to have been informed that I am a Finalist in this years  ‘Woman of  the Year Award – Adviser Support Services’ category. This is much welcome recognition of many years spent helping advisers to bring environmental, social and ethical issues into investment planning… Onward & upward! […]

SRI fund tool filter searches May 2019
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  May 2019 saw the increase in use of Fund EcoMarket continue, with 1200 ‘unique users’ carrying out 3177 ‘clicks’ on the various filter options. Pointing, once again, to the importance of being able to combine ethical/sustainable investment & ESG related information alongside core product and conventional financial information in one place the top 50 […]

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This has been a long time coming, but happily ESMA has recently (3 May 2019) published the reports that start the process of bringing investment markets into line with the EU’s Climate Action plan through the integration of sustainability and ESG factors throughout the investment chain, including financial advice. The following is ‘cut and paste’ […]