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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

About SRI Services

Supporting growth in sustainable investment

Our main service – the Fund EcoMarket database tool – was launched in 2011 by Julia Dreblow of SRI Services.  Its purpose is to help financial advisers and other intermediaries to understand and compare sustainable, responsible and ethical investment funds.

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

Fund EcoMarket is free to use because we believe it is important that there are no barriers to finding out about sustainable investment fund strategies (it is kindly paid for by our fund partners who’s funds are listed first). The site is designed for UK based financial advisers but open to all.

Other areas of work

Sus City Awards 15In addition to running our free to use tool we work with a number of providers of adviser and client facing services who require support in this area.

Julia has specialised in sustainable investment for over 25 years and is well known for her passion for the area – other areas of work include consultancy, media, training, speaking at events and occasional policy work.

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).  She is also on two TISA RSI committees, on the BSI (PAS 7342) steering group (May 2021) and the technical author of the PIMFA ESG Academy (launched 2020).

Previous experience

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.

What is Fund EcoMarket?

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

Feedback request to all Fund EcoMarket users
November 11, 2021

We are currently in the process of upgrading our online presence as we have rather outgrown the design of the sites we launched 11 years ago! We would be grateful if you could drop us an email on julia@sriservices.co.uk or funds@sriservices.co.uk with any comments and suggestions you might have. In particular we welcome your thoughts […]

What recent sustainability developments may mean for financial advisers
November 10, 2021

I have been asked to comment a number of times recently on what I think the recent regulatory announcements might mean for financial advisers. Although I have been appointed onto DLAG the future remains unwritten of course –  but I did pull together a few thoughts for FT Adviser recently which I hope you may […]

Appointment to FCA ‘Disclosure and Labels Advisory Group’
November 4, 2021

I am delighted to report that I have been appointed to the FCA’s new ‘Disclosure and Labels Advisory Group’. Details, published on 3 November 2021, can be found on the FCA website here, starting with the following text: “We are seeking initial views on new sustainability disclosure requirements for asset managers and FCA-regulated asset owners, as […]