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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 options.

By bringing together information about the many different, but often complimentary, ‘sustainable, responsible and ethical investment (SRI)’ strategies  we aim to make ‘SRI’ 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 work, media activity, training/events, consultations and supporting groups such as UKSIF and the Transparency Taskforce.  Julia was appointed a director of UKSIF in November 2018 (for the second time, see below) and  is a TTF advisory board member.

Julia was formerly the SRI Marketing Manager at Friends Provident (who launched the UK’s first ethical fund) , where she worked for 12 years.

She was previously a director of not-for-profit industry association 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).

Fund EcoMarket (launched in its current form in 2015) has been nominated for a number of SRI awards and was 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).

 

About the information we present

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

By working in this way we allow fund managers to present their fund strategies as they wish, highlighting their own specialisms, expertise and aims .  This information, alongside the various filters and fields that help to make funds’ points of differentiation (and similarities) easy to identify and compare.

Our view is that this offers the best possible way enable our users to compare what funds actually do and how a fund manager operates – without allowing researcher bias to creep in.

Our plan is that this helps users to match investment options to potential investors’ own unique – and often very personal – aims, opinions and areas of interest as closely as possible.

Our mission

Our mission is to help change the way people invest by making it easier 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.

  • Investment Association fund statistics show that around 1-1.5% of OEIC retail investment assets flow into options of this kind – whereas market research indicates consistently higher potential investor interest – typically 50-60%.

Our plan is that by bringing together all of the available information on environmental, social, ethical screened and themed funds we can help facilitate a valuable shift in individual investor behaviour.

In order for this to change the retail financial services community must 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 has access to comprehensive and up to date screened and themed fund information.

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

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

To contact us please email Julia@sriServices.co.uk

Fund managers should contact funds@sriServices.co.uk regarding fund entries.

 

Click here to join the Transparency Task Force SRI Fact Finding Group mailing list.

Fund EcoMarket is a whole of SRI market tool (listing all regulated, retail, onshore screened and themed funds, plus some additional entries) that is primarily intended for use by UK based financial advisers. It is available free of charge thanks to our fund manager sponsors.

Fund EcoMarket is for information purposes only. It is intended to be used in addition to users regular information sources.  sriServices are not regulated or authorised to offer advice and whilst we aim to keep information as up to date as possible we can not in any way be held responsible for advice given to clients.

Please be aware we are not able to deal with individual investors.  If you are an individual investor in need of assistance please contact an authorised financial adviser or a regulated investment management firm.

 

 

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Latest News

Newsletter update from SRI Services
November 30, 2018

  Following on from a rather busy few months here are some news highlights and links to  recent activity, published this morning in our SRI Services & Fund EcoMarket newsletter (click this link for formatted version or see text and links below.)   ====== SRI Services &  Fund EcoMarket news (and beyond!) (For UK based Financial […]

‘Sustainability & Suitability’ SRI event videos
November 8, 2018

I am delighted to share the videos from our ‘Sustainability and Suitability’ SRI event for those who were unable to attend on the day. Keynote speaker Lord Deben’s climate change speech was a particular highlight.

Why Climate Change Matters to Investors – Lord Deben video from our 3 October event
October 25, 2018

We were absolutely delighted to welcome Lord Deben (John Gummer) to our SRI Services and Partners event on 3 October 2018. Lord Deben spoke elequently and passionately on ‘Why Climate Change Matters to Investors’ – his speech can be viewed here, on the Fund EcoMarket YouTube channel: (And yes, we concur with the view that […]