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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) having previously been a director between 2002-9 when she chaired their retail subcommittee and was helped create 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 over 1000 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.  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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Fund EcoMarket is a free to use online database of information on sustainable, responsible and ethical investment (SRI) funds. The site is designed for financial advisers but ‘open source’ as SRI Services’ core mission is to raise awareness of investment options that take environmental and social issues and opportunities seriously.

The database is ‘whole of market’, listing all onshore, regulated, retail, screened and themed SRI funds – plus a few carefully selected additional options.

Fund EcoMarket filter options help users to find funds that meet clients’ personal aims and objectives. The site carries a wealth of support information and tools to help guide advisers in this area. This includes the SRI Stylefinder fact find support tool, which helps clients identify their best fit ‘SRI Styles’.

The site is free to use thanks to the support of our fund manager partners.  Partner funds are listed first, with their logos displayed.

SRI Services’ research comes directly from fund managers and is transposed onto the site as received to avoid ‘research bias’. The tool is regularly updated and is ‘for information only’.  SRI Services is not regulated and can not offer advice.  We do not make recommendations or endorse specific products.

 

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Latest News

Fund EcoMarket roundup and top 100 searches in 2020
January 6, 2021

  Happy New Year…   I very much hope you and yours are well and coping with the situation we find ourselves in once again. COVID, aside (and that is the last time I will mention it) 2020 was another great year for SRI Services. This blog is to give you a quick overview of how […]

Building Trust in Sustainable Investment – FCA keynote speech at SRI Services Good Money Week event
November 26, 2020

On 21 October 2020 Richard Monks – Director of Strategy at the FCA – kindly gave the keynote speech at our annual ‘SRI Services and Partners Good Money Week event’. There is a transcript of his speech available on the FCA website here. We were delighted with the content of the speech and welcome the […]

UK retail SRI market size
November 24, 2020

EIRIS Foundation release new fund market size estimate during Good Money Week. The following information was recently published by the EIRIS Foundation: “Investment in UK green and ethical funds has grown significantly in 2020 to £33.5 billion according to our latest research on the size of the retail market. We were pleased to report this […]