Blog

FRC revises Stewardship Code

Published on: 09/06/2025

The FRC has published an updated UK Stewardship Code, as part of its regular review process. Signatories will transition to…
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FCA Financial Lives Survey 2024 - responsible investment highlights

Published on: 22/05/2025

The FCA has just published the findings of its most recent Financial Lives Survey, from data collected in 2024. The…
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Should sustainable funds invest in defence assets?

Published on: 01/05/2025

Debates around whether or not sustainable investment funds can, or should, invest in the defence sector are high profile at…
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FCA delays SDR portfolio labelling work (for now)

Published on: 29/04/2025

The following has been published on the FCA's website today (29 April 2025) - reproduced here as shown on…
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BSI PAS 7342 sustainable fund specification published

Published on: 26/03/2025

BSI published PAS 7342:2025 yesterday, a fast track standard for retail sustainable investment funds. The document describes what 'good' looks…
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EU Omnibus - simplification of sustainability rules

Published on: 13/03/2025

On 26 February 2025 the EU published an 'Omnibus Simplification Package' to address the sustainability related business burden and support…
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Exploring rules and rhetoric - ILP Moneyfacts

Published on: 13/03/2025

A big thank you once again, to Investment Life and Pensions Moneyfacts for asking me to share some thoughts on…
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SDR fund labelling March update

Published on: 03/03/2025

How many funds have SDR fund labels? March 2-25 update The UK’s SDR fund labelling regime aims to help people…
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FCA Climate Adaptation report

Published on: 20/02/2025

The FCA published a further climate adaptation report in January 2025, in response to DEFRA's invitation to comment on the…
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FCA postpones extending SDR label to portfolios

Published on: 19/02/2025

The FCA has postponed the extension of SDR labelling to portfolios and will no longer be publishing new guidance on…
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IA publishes research on SDR labels

Published on: 16/02/2025

The Investment Association has published the findings of their recent research into adviser opinions on SDR and sustainable funds. We…
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Does the UK need a Green Taxonomy?

Published on: 07/02/2025

Some thoughts on whether or not the UK needs a Green Taxonomy Yesterday I submitted an - albeit rather rushed…
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Mapping SRI Styles to SDR labels

Published on: 13/01/2025

SRI Styles relationship with SDR labels Our SRI Styles are different from the FCA’s SDR labelling regime. They predate the…
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Fund EcoMarket update December 2024

Published on: 13/01/2025

This blog is a summary of changes made to Fund EcoMarket during 2024 Changes made to fund entries during 2024…
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Mansion House speech highlights sustainable finance

Published on: 20/11/2024

We are delighted to record that the Chancellor of the Exchequer Rachel Reeves November's Mansion House speech referenced sustainable finance,…
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Green Taxonomy consultation published

Published on: 18/11/2024

UK Green Taxonomy consultation just published. This was discussed in the Chancellor's Mansion House speech.
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Regulating ESG ratings providers

Published on: 18/11/2024

Regulating ESG ratings providers The information below is 'cut and pasted' from an email received from the Treasury on 15…
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SDR fund labels: what are we seeing?

Published on: 15/11/2024

SDR fund labels - update: The adoption of sustainable fund labels is big news at the moment, particularly as we…
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FCA publishes sustainability disclosure practice examples

Published on: 04/11/2024

The FCA has updated their SDR webpage with some disclosure practice examples based on their experience at the gateway, which…
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SRI Services and partners 2024 event videos

Published on: 18/10/2024

We are delighted to be able to share videos from our annual conference, which are displayed in the order of…
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SRI Services and Partners annual Good Money Week event 2024

Published on: 07/10/2024

I am delighted to report that our annual Good Money Week conference, which we held at the (old) Museum of…
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Only 2 weeks until our annual event!

Published on: 18/09/2024

I am delighted to report a that we are now on the home stretch for our our annual 'SRI Services…
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40 years of UK retail ethical investment

Published on: 18/09/2024

Below is the text of my most recent article, written for Investment Life and Pensions Moneyfacts Download printed Investment Life…
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FCA updates - Naming and Marketing 'flexibility'

Published on: 10/09/2024

The FCA has made two welcome announcements recently which point to the regulator listening to sensible industry feedback (including our…
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New Fund EcoMarket database design now live

Published on: 09/09/2024

We are delighted to announce that the new layout of our Fund EcoMarket database is now live! The new design…
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SDR update - July ILP Moneyfacts article

Published on: 24/07/2024

I am delighted to have contributed an article to Investment Life and Pensions Moneyfacts magazine this month, where I have…
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Adviser Sustainability Group seeking adviser opinions

Published on: 19/07/2024

The 'Adviser Sustainability Group', an industry working group established by the FCA, has published two questionnaires on the PIMFA…
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SDR update - a whistlestop tour for financial advisers

Published on: 19/07/2024

As we welcome the sun putting in an appearance at long last, and before everyone heads off on their holidays,…
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The FCA's welcome Anti-Greenwash rule is now live - our thoughts

Published on: 31/05/2024

SRI Services is delighted to welcome the FCA's new anti-greenwash rule which takes effect today - and has taken this…
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SRI Services shortlisted for ILP Moneyfacts award

Published on: 29/05/2024

I am delighted to report that SRI Services has been shortlisted for an Investment Life and Pensions Moneyfacts Award (2024)…
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Draft BSI Sustainable Funds PAS 7342 - available for public comment

Published on: 29/05/2024

Having spent a great deal of time on this over the last 18 months I am delighted to announce that…
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New Anti Greenwash rules and portfolio rules announced by FCA

Published on: 25/04/2024

SRI Services is delighted to welcome the FCA's anti-greenwash clarification and the news that the scope of SDR is to…
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Institute of Actuaries Climate Scorpion report

Published on: 19/04/2024

Download the latest IFoA / University of Exeter climate report here. https://actuaries.org.uk/news-and-media-releases/news-articles/2024/mar/14-mar-24-climate-scorpion-the-sting-is-in-the-tail/
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What is SDR? article just published in ILP Moneyfacts

Published on: 13/03/2024

Sharing the article I wrote for Investment Life and Pensions Moneyfacts magazine a few weeks ago - which was published yesterday!…
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'Adviser Sustainability Group' Terms of Reference and member names published

Published on: 05/03/2024

I am delighted to report that we can now share both the Terms of Reference and the names of the…
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Fiduciary Duty, pensions and climate change

Published on: 27/02/2024

https://fmlc.org/publications/paper-pension-fund-trustees-and-fiduciary-duties-decision-making-in-the-context-of-sustainability-and-the-subject-of-climate-change/ I have the inimitable Steven Glover of SG Pensions to thank for bringing this important paper by legal…
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Appointment to Vice Chair of new working group for financial advisers

Published on: 16/01/2024

We are delighted to report that Julia Dreblow has been appointed Vice Chair of the FCA's new industry led Adviser's…
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Introduction to SDR - video

Published on: 15/01/2024

Below is a brief (18 minute) video introducing the new FCA SDR rules that went live on 28 November 2023.…
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Woke, war and waiting - ILP Moneyfacts article December 2023

Published on: 13/12/2023

A big thank you once again to Investment Life and Pensions Moneyfacts for inviting me to contribute to their…
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FCA Sustainability Disclosure and Labelling Regime published

Published on: 28/11/2023

SRI Services is absolutely delighted to welcome the SDR, which is now live. The information below is our 'welcome statement'…
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New website finalised - live on the Fund EcoMarket url!

Published on: 24/11/2023

We are delighted to announce that the Fund EcoMarket and SRI Services websites are now fully combined, with all material…
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FCA finds further work required to embed its ESG and SI principles in funds

Published on: 20/11/2023

SRI Services is delighted to welcome the following statement from the FCA ahead of the (awaited) publication of SDR,…
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ESG and armaments

Published on: 15/11/2023

There has been a lot of discussion recently about the investment area loosely referred to as 'ESG' - most of…
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Dialshifter statements from event delegates

Published on: 09/11/2023

Dialshifter statements – from 5th October SRI event 'Dialshifter postcards' We are delighted to share the Dialshifter statements supplied…
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SRI Services & Partners event videos 2023

Published on: 17/10/2023

We are delighted to be able to share the videos from our annual event, held in London on 5 October…
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SRI Services welcomes TPT framework

Published on: 12/10/2023

SRI Services is delighted to welcome the final TPT Disclosure framework that will help companies plan, organise and report on…
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Last chance to sign up to our annual event!

Published on: 29/09/2023

A gentle reminder that this year’s SRI Services and Partners annual Good Money Week #GMW23 event, is coming up soon - in…
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SRI Service opposes backtracking on UK climate strategy

Published on: 21/09/2023

Below is a collection of links that summarise content and early responses to UK Prime Minister Rishi Sunak's climate announcement,…
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Actuaries vs Econs - Investment Life and Pension Moneyfacts article

Published on: 14/09/2023

The following is an article Investment Life and Pensions Moneyfacts have kindly just published where I explore the (genuinely!) fascinating…
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FCA Financial Lives survey shows - yes - growing interest in ESG

Published on: 13/09/2023

July 2023 saw the publication of the FCA's 2022 Financial Lives Survey, which I have 'cherry picked' some key numbers…
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Fund EcoMarket v3 - new introductory video now live

Published on: 12/08/2023

Watch our brief new video to see what is new on Fund EcoMarket 3.0! https://www.youtube.com/watch?v=m5P6kAp3Ouw
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Fund EcoMarket use January to June 2023

Published on: 31/07/2023

Fund EcoMarket usage 1/1/2023 - 30/6/2023 The following indicates usage of our Fund EcoMarket fund database for Q1 & Q2…
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Rollercoasters and regulators - the ESG boom and beyond

Published on: 14/07/2023

This week saw the publication of my most recent article written for Investment, Life and Pensions Moneyfacts: 'Rollercoasters and Regulators'.…
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Sign up to the annual SRI Services and Partners event on 5 October

Published on: 13/07/2023

Well, its that time again! We are currently in the process of organising our annual 'SRI Services and Partners' Good…
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IFoA report: The Emperors new climate scenarios

Published on: 10/07/2023

The Institute and Faculty of Actuaries has issued a report warning that climate risk is not being taken sufficiently seriously…
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Church of England to exclude oil and gas companies

Published on: 10/07/2023

June 22nd saw further evidence of major investors willing to drop fossil fuel companies that are failing to respond to…
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Climate Change Committee report critical of UK government progress towards Net Zero

Published on: 29/06/2023

The (UK's) Climate Change Committee, chaired by Lord Deben, published its annual statutory report to parliament on the UK's progress…
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ISSB issues inaugural standard for sustainability disclosure

Published on: 29/06/2023

The IFRS (International Financial Reporting Standards) Foundation, which hosts the ISSB (International Sustainability Standards Board), has this week launched two…
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SRI StyleFinder fact find tool

Published on: 21/06/2023

To help financial advisers understand their client's most important sustainable, responsible and ethical investment needs more easily we have developed…
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ESG ratings consultation

Published on: 03/04/2023

Time does not permit me to do justice to everything that is happening in and around sustainable investment at the…
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UK Green Finance Strategy 2023

Published on: 03/04/2023

On 30 March 2023 the government published its updated Green Finance Strategy. Related papers include: Green Finance Boost for…
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Latest IPCC climate change report

Published on: 29/03/2023

This blog is to flag the importance of the 20 March 2023 IPCC climate report, which you can access in…
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UN High Seas Treaty

Published on: 29/03/2023

UN delegates reach historic agreement on protecting marine biodiversity in international waters On 5 March 2023 the UN reached an…
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Treasury Sub-Committee on Financial Services Regulations (Greenwash: sustainability disclosure requirements)

Published on: 16/03/2023

The recent Treasury Sub-Committee on Financial Services Regulations (Greenwash: sustainability disclosure requirements) has generated some headlines that could have been…
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TPR increases climate and ESG focus

Published on: 01/03/2023

For those with an interest in putting money to work in ways that make sense for people, the planet and…
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FCA publishes 'Finance for positive sustainable change' discussion paper

Published on: 13/02/2023

'Finance for positive sustainable change' discussion paper published by FCA [Download 'SRI Services response to DP 23 1 (10 May…
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Top 100 sustainable investment filter searches on Fund EcoMarket 2022

Published on: 08/02/2023

Top 100 filter searches on Fund EcoMarket during 2022: The sustainable fund filter searches carried out during 2022 were once…
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SDR consultation feedback

Published on: 31/01/2023

The SDR (Sustainability Disclosure Requirements) consultation paper was, in my view, a big step in the right direction for the…
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SDR: What and Why?

Published on: 14/12/2022

Below is an article I wrote for Investment Life and Pensions Moneyfacts which was published this week (December 2022). …
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FCA SDR consultation paper video

Published on: 07/12/2022

Now live: Below is a link to a new video I have posted on the SRI Services YouTube channel -…
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Professional Adviser article - Whistle stop tour of sustainability disclosure requirements

Published on: 14/11/2022

Why SDR should not play second fiddle to Consumer Duty Julia Dreblow 11 November 2022• 4 min read The Financial…
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FT Adviser article - will SDR confine greenwash to history

Published on: 14/11/2022

Published in FT Adviser 8 November 2022 By Julia Dreblow It was a huge relief when I learned the sustainability disclosure…
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WMO - Eight Warmest Years

Published on: 07/11/2022

Here is a link to the World Meteorological Offices 6 November 2022 release showing that the last eight years are…
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UN 'Closing Window' Emissions gap report 2022

Published on: 28/10/2022

The UN's (UNEP) Emissions Gap Report 2022 - 'The Closing Window' - was published yesterday. It makes pretty grim reading.…
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SRI Services welcomes FCA's landmark SDR consultation.

Published on: 25/10/2022

SRI Services are delighted to welcome the publication of the FCA's new Sustainability Disclosure Requirements (SDR) and Investment Labels…
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SRI Services & Partners event videos

Published on: 24/10/2022

The following videos are from our 2022 'SRI Services and Partners Good Money Week' event. They are published in chronological…
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Scribe from our annual event!

Published on: 21/10/2022

This post is to share the beautiful image created by Scriberia at our recent annual event. It plots many of…
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Foundations for Growth (awaiting SDR) article - ILP Moneyfacts

Published on: 14/10/2022

Whilst we await publication of the SDR consultation paper, which we expect the FCA to publish shortly, you may find…
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SRI Services and Partners annual event 6 October 2022

Published on: 12/08/2022

The SRI Services & Partners annual Good Money Week event will be back, in person, on 6 October 2022 Sign…
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FCA publishes review of TCFD aligned disclosures

Published on: 11/08/2022

As you may be aware 'TCFD' is the climate related disclosure framework the FCA is now using to gather information…
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FCA publishes review of TCFD aligned disclosures

Published on: 11/08/2022

As you may be aware 'TCFD' is the climate related disclosure framework the FCA is now using to gather information…
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ESG: A cautionary tale for Lionesses?

Published on: 09/08/2022

ESG; A cautionary tale for Lionesses, published in ESG Clarity - 9 August 2022 https://esgclarity.com/esg-a-cautionary-tale-for-the-lionesses/ ESG: A cautionary tale for…
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ILP Moneyfacts - Sustainability slow, slow, quick

Published on: 18/07/2022

Below is a link to an article that I wrote for this month's Investment Life and Pension Moneyfacts. (Just published…
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How SDR should help financial advisers

Published on: 14/07/2022

The journey to sustainable fund labelling & how SDR should help financial advisers - and other UK retail financial services…
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London Climate Week - (free) Excel event tickets - 28 & 29 June

Published on: 15/06/2022

London Climate Week event on 28 & 29 June I happily agreed to become involved with a major London…
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A collection of responses to HSBC's Kirk extraordinary climate speech

Published on: 27/05/2022

Earlier this week I set out my initial response to HSBC's head of Responsible Investment - Stuart Kirk's - extraordinary…
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'Man who jumps on bandwagon accuses fellow passengers of being on bandwagon'

Published on: 23/05/2022

...and has now been rightly suspended by HSBC. There is so much to say on this story, but let me…
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How global events are affecting impact and sustainable investments

Published on: 28/04/2022

A video recording of the 60 minute presentation M&G climate fund manager Randeep Somel, CFA and I gave earlier this week…
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Further thoughts on sustainable fund labelling

Published on: 31/03/2022

A similar version of the following text was first published in our March 2022 newsletter. FCA Disclosures and labels…
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Some thoughts on the Purpose, Positioning and Priorities of sustainable investment

Published on: 18/03/2022

A big thank you to our friends at Investment Life and Pensions Moneyfacts for publishing - and putting on the…
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Ukraine tragedy highlights need for intermediaries to understand sustainable fund strategies

Published on: 14/03/2022

Ukraine tragedy highlights need for intermediaries to understand sustainable fund strategies [see summary version published in Investment Week 15 March…
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Citywire New Model Adviser - sustainability and technology comments

Published on: 01/03/2022

I am delighted to have been asked a few questions by Citywire this week. This link will take you to…
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FT Adviser article - How should we label ESG funds?

Published on: 09/02/2022

For those following the discussions around the all important topic of labelling sustainable investment funds you may be interested…
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Data sharing with Fidelity platforms

Published on: 08/02/2022

I am delighted to report that in line with our core aim of 'helping to change how people invest' we…
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SRI Services response to FCA SDR and labels discussion paper DP21/4

Published on: 17/01/2022

I am delighted to share our response to the FCAs recent 'Sustainability Disclosure Requirements (SDR) and investment labels' discussion paper.…
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Top 50 Fund EcoMarket sustainable investment searches 2021

Published on: 17/01/2022

Below is a list of the top 50 filter options selected by Fund EcoMarket users during the course of…
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ShareAction report on asset managers' proxy votes

Published on: 17/12/2021

ShareAction has just published their 2021 report on shareholder voting. The gist of the report is that many shareholders, most…
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Normalising Net Zero - ILP Moneyfacts sustainable investment article

Published on: 15/12/2021

I am delighted to share my most recent article on sustainable investment, written for December's Investment Life and Pensions Moneyfacts…
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Sustainable investment 4,3,2,1

Published on: 10/12/2021

As you are reading this post you may well know that I have spent nearly 30 years working in sustainable,…
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Recent sustainable investment policy developments

Published on: 07/12/2021

If, like me, you have been struggling to keep up with the recent policy developments in sustainable investments you may…
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Fund labelling article written for ESG Clarity

Published on: 02/12/2021

A big thank you to ESG Clarity for inviting me to write a piece on the important topic of sustainable…
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Feedback request to all Fund EcoMarket users

Published on: 11/11/2021

We are currently in the process of upgrading our online presence as we have rather outgrown the design of the…
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What recent sustainability developments may mean for financial advisers

Published on: 10/11/2021

I have been asked to comment a number of times recently on what I think the recent regulatory announcements might…
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Appointment to FCA 'Disclosure and Labels Advisory Group'

Published on: 04/11/2021

I am delighted to report that I have been appointed to the FCA's new 'Disclosure and Labels Advisory Group'. The…
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FCA publishes Climate Change Adaptation Report

Published on: 29/10/2021

The FCA has (yesterday) published further information on their response to climate change. Information from their recently appointed Head of…
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Greening Finance roadmap & related developments

Published on: 21/10/2021

This brief blog is to help you bookmark this important document which maps out much of what we can…
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SRI Services WINS Investment Week 'Best ESG Support Service Provider' award

Published on: 04/10/2021

I am beyond delighted to be able to announce that SRI Services WON the Investment Week award for 'The Best…
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SRI Services & Partners Good Money Week event 2021

Published on: 18/09/2021

We are delighted to invite you to sign up to our annual event which is being held in two…
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SRI Services shortlisted for two Investment Week ESG Awards

Published on: 09/09/2021

I am truly delighted to be able to announce that SRI Services has been shortlisted for two Investment Week (Incisive…
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'The future of (sustainable) investment' - Moneyfacts article

Published on: 23/08/2021

My thanks, once again, to Investment Life and Pensions Moneyfacts magazine for publishing my article on 'the future of (sustainable)…
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Performance of 'Ethical/Sustainable' funds vs 'Non Ethical' July 2021

Published on: 23/08/2021

The following table has been kindly supplied by Moneyfacts and is published in this month's Investment Life and Pensions Moneyfacts…
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SRI Services welcomes new FCA 'ESG and Sustainable Investment Principles'

Published on: 19/07/2021

I am delighted to welcome the launch of the FCA's new 'ESG & sustainable investment principles' which I have been…
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Six Monthly Fund EcoMarket user report - exploring sustainable investment trends.

Published on: 13/07/2021

This information relates to Fund EcoMarket user activity from 1 January - to 30 June 2021 Key findings: Use of…
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Regulatory developments in sustainable investment (July 2021)

Published on: 12/07/2021

[Please see my more recent 'Principles' blog as the FCA Sustainable Investment Principles are now live.] As you will know,…
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Sustainable Finance Festival video

Published on: 29/06/2021

Some highlights - on video here - recorded following the Incisive Media Sustainable Investment Festival CEO Panel discussion, held on…
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Independent Assessment of UK Climate Risk - report

Published on: 17/06/2021

I can't say I have made it all the way through the third (UK) Climate Change Risk Assessment (CCRA3) report…
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Net Zero and 'real' sustainability

Published on: 17/06/2021

I would like to recommend an article that I read recently on the Responsible Investor website. It gets to the…
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The day everything changed for big oil?

Published on: 27/05/2021

We all know that climate change poses a massive – indeed ‘existential’ - threat and that things will change rapidly…
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'Stick or Twist' - our recent Investment Life and Pensions Moneyfacts article

Published on: 18/05/2021

This blog shares the text of an article I recently wrote for Investment Life and Pensions Moneyfacts which they kindly…
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UKSIF launches new policy vision - where next for UK Sustainable Finance?

Published on: 11/05/2021

UKSIF Policy Vision On 28 April 2021 UKSIF launched its new 'policy vision' at an event convened to celebrate the…
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Eurosif welcomes new EU Sustainable Finance Package

Published on: 11/05/2021

On 21 April 2021 the EU published an extensive package of measures to help facilitate the transition to a more…
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New Fund EcoMarket brochure available for download

Published on: 13/04/2021

I am delighted to be able to share our new (A4) downloadable & printable Fund EcoMarket brochure... Download Fund EcoMarket…
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Climate considerations now embedded across main UK financial regulators

Published on: 25/03/2021

During UKSIF's excellent 'Ownership Day' event today I was delighted to hear from their keynote speaker Mark Manning of the…
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SRI Styles update - 'ethical' funds now in single category

Published on: 16/03/2021

We have today updated our Fund EcoMarket 'SRI Styles' fund classifications to combine 'Negative Ethical' and 'Balanced Ethical' funds into…
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ESG: More Than a Protest - Citywire infographic and article

Published on: 08/03/2021

I love this clever infographic New Model Adviser editor William Robins and the Citywire team have created out of a…
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SRI Services & Fund EcoMarket February 2021 newsletter

Published on: 23/02/2021

Here is the link to our most recent newsletter - published yesterday. To subscribe to our newsletter please sign…
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Climate of Change - Investment Life and Pensions Moneyfacts article

Published on: 15/02/2021

This month's Investment Life and Pensions Moneyfacts magazine has kindly published an article I have writen for them regarding the…
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Intelligent Partnership estate planning guide - SRI thoughtpiece

Published on: 10/02/2021

A big thank you to Intelligent Partnership for sending me a lovely, smart version of the brief 'Thought Leadership' piece…
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Buying an electric car – our 'personal' experience

Published on: 09/02/2021

Since electric vehicles (EV’s) first came on the market I have been pining for one. For the last few years…
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Fund EcoMarket roundup and top 100 searches in 2020

Published on: 06/01/2021

Happy New Year… I very much hope you and yours are well and coping with the situation we find…
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Building Trust in Sustainable Investment - FCA keynote speech at SRI Services Good Money Week event

Published on: 26/11/2020

On 21 October 2020 Richard Monks - Director of Strategy at the FCA - kindly gave the keynote speech at…
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UK retail SRI market size

Published on: 24/11/2020

EIRIS Foundation release new fund market size estimate during Good Money Week. The following information was recently published by the…
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SRI Services & Partners Good Money Week 2020 event videos now live!

Published on: 28/10/2020

I am delighted to report that we have just loaded the videos from our first ever online 'SRI Services and…
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New Fund EcoMarket brochure

Published on: 27/10/2020

I am delighted to inform you that our new brochure has been finalised and is available to download. This can…
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'Lessons from the Lorax' podcast

Published on: 24/10/2020

I have just been sent the information below by Aberdeen Standard Investments, having recorded a podcast with them recently. I…
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SRI Services & Partners Good Money Week event 21 October

Published on: 20/10/2020

As back up & just in case... If you have any issues getting in to our event please email Ebru…
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Fund EcoMarket changes - New Styles and Subfund data

Published on: 24/09/2020

Over the last six months we've been working on a number of pretty major changes to Fund EcoMarket. App The…
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Keynote speaker announced for 21 October SRI Services and Partners event

Published on: 02/09/2020

SRI Services and Partners annual ‘Good Money Week’ ‘virtual’ event - 21 October 2020 I am delighted to announce that…
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Which? report on ethical investment

Published on: 05/08/2020

I'm delighted to have been able to support Which? with their recent ethical investment report (and for both SRI Services…
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Fund EcoMarket App launched

Published on: 26/07/2020

SRI Services is delighted to announce the launch of our new Fund EcoMarket App, which is available for free both…
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Investment Life & Pension Moneyfacts SRI feature

Published on: 22/07/2020

It is lovely to have contributed once again to 'Investment Life and Pensions Moneyfacts' editor Richard Eagling's annual SRI feature…
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Searches for ESG funds increase rapidly - with sustainability issues dominating

Published on: 02/07/2020

Usage of the adviser friendly sustainable investment fund database ‘Fund EcoMarket’ increased sharply over the last six months. Fund EcoMarket…
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EU ESG consultations - SFDR & Disclosure

Published on: 19/06/2020

Introduction The EU has a raft of consultations ongoing aimed at driving investment to be more focused on sustainability. I…
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Published on: 12/06/2020

Newsletter link... Our most recent update with tons of recommended reading and viewing from our wonderful fund partners in these…
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Adviser training video

Published on: 18/05/2020

In the spirit of #BuildBackBetter this is me sharing a #Sustainable and #ResponsibleInvestment training video I recently put together for…
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Covid and the Future of ESG - Money Marketing Interview

Published on: 24/04/2020

Just published - Justin Cash, Editor of Money Marketing interviews Julia Dreblow of SRI Services on 'Covid and the future…
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What did Fund EcoMarket users search for in Q1 2020

Published on: 14/04/2020

Of 13,007 total events (ie individual clicks on filter options) during Q1 2020 (1 January to 31 March) the list…
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21 October 2020 'SRI Services & Partners' annual event registration

Published on: 08/04/2020

In the hope and expectation that some kind of normality will have returned by October I am pleased to say…
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March 2020 newsletter link

Published on: 31/03/2020

SRI Services & Fund EcoMarket 30 March newsletter now available... No prizes for guessing what it majors on - although…
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Coronavirus and ESG - early fund manager responses

Published on: 29/03/2020

With the ethical and social aspects of coronavirus being plain to see and markets wobbling horribly we have started to…
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Coronavirus and ESG - some early (personal) reflections

Published on: 27/03/2020

This has undoubtedly been a memorable (and pretty miserable) week, month and indeed quarter. My first thoughts, when the horrible…
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EU Taxonomy Final Report

Published on: 23/03/2020

Sustainable Finance Taxonomy report 'Financing a Sustainable European Economy' Technical Report published 9 March 2020 On 9 March 2020 the…
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Fund EcoMarket filter options - annual update

Published on: 03/03/2020

Once a year we gather ideas about what we could usefully add or alter on the Fund EcoMarket filter options…
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BlackRock sustainability announcement

Published on: 17/01/2020

BlackRock founder and CEO Larry Fink has been making headlines this week with the announcement on Tuesday (14/1/20) that BlackRock…
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Top Fund EcoMarket Filter Searches in 2019

Published on: 06/01/2020

The following list is of the top individual filter searches carried out on Fund EcoMarket from 1 January to 31…
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Fund EcoMarket use doubles in 2019

Published on: 03/01/2020

Fund EcoMarket use doubles in 2019 2019 was a great year for Fund EcoMarket, the SRI Services' fund tool! Not…
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Newsletter

Published on: 01/01/2020

Our just published January 2020 Newsletter can be downloaded here.
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SRI Services and Partners 2019 event videos now live

Published on: 06/12/2019

I am delighted to announce that our event videos are now live on the SRI Services YouTube channel. Each session…
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Recent changes to Fund EcoMarket

Published on: 06/12/2019

Just a brief note to let you know about some of the changes we have made to Fund EcoMarket recently.…
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Investment Association Responsible Investment Framework announced

Published on: 18/11/2019

The Investment Association's long awaited Responsible Investment framework launched today (18 November 2019). Although I am yet to digest…
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Understanding Greenwash

Published on: 13/11/2019

Recent media coverage, generated in part in response to a recent report by SCM*, indicates that greenwash fears are growing…
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New 'Find An Adviser' Map added to Fund EcoMarket

Published on: 08/11/2019

Although this fund tool is intended mainly for use by financial services intermediaries you may be aware that we have…
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FCA Feedback Statement on Climate Change and Green Finance

Published on: 18/10/2019

The FCA issued the following important and welcome statement and linked report this week (16 October 2019). This, in my…
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More than a third of pension schemes considering appointing IFA - XPS. (So be informed about ESG!)

Published on: 17/10/2019

The news that a third of XPS pension schemes either have an IFA or are likely to be looking…
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SRI Services & Partners event roundup

Published on: 14/10/2019

With another Good Money Week just ended I am delighted to share the news that our event last week appears…
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Top 100 Fund EcoMarket searches Jan - Sept

Published on: 04/10/2019

For those of us who love a good list - here are the top 100 searched carried out on Fund…
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interactive investor launches ethical 'ACE' list with help from SRI Services

Published on: 10/09/2019

SRI Services is delighted to announce that we have been working with interactive investor in the development of their 'ACE'…
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SRI Services & Partners event – 9 October 2019, London

Published on: 30/08/2019

If you are a financial services intermediary who would like to know more about retail ESG, SRI, sustainable and ethical…
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July Newsletter

Published on: 22/07/2019

Here is the link to our latest occasional newsletter - sent out on 18 July 2019. This include comments on…
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'Ethical Tipping Point'- Investment Life & Pensions Moneyfacts article

Published on: 12/07/2019

For a great overview of the SRI / ESG / Ethical fund market you might like to take a look…
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Media release: Use of Fund EcoMarket trebled

Published on: 09/07/2019

Media release 9 July 2019 Use of the Fund EcoMarket (SRI) fund tool has trebled over 12 months - with…
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UK launches Green Finance Strategy & Green Finance Institute

Published on: 03/07/2019

The ever increasing flow of activity in our area has accelerating further this week with the launch of the Government's…
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Woman of the Year Award - Finalist

Published on: 13/06/2019

Women in Financial Advice Awards 2019 I am delighted to have been informed that I am a Finalist in this…
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SRI fund tool filter searches May 2019

Published on: 10/06/2019

May 2019 saw the increase in use of Fund EcoMarket continue, with 1200 'unique users' carrying out 3177 'clicks'…
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MiFID ii - ESG & Sustainability upgrade

Published on: 24/05/2019

This has been a long time coming, but happily ESMA has recently (3 May 2019) published the reports that…
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Top 50 Fund EcoMarket searches April 2019

Published on: 07/05/2019

In a month when climate change was constantly in the news it will surprise few to see that Fund EcoMarket…
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April 'inSRI' newsletter link

Published on: 02/05/2019

For a quick round up of our activity (Feb - April 2019) and other SRI related news (that will hopefully…
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UKSIF 'Ownership Day' fund manager survey 'Oil Pressure Gauge'

Published on: 02/05/2019

On 1 May UKSIF celebrated its annual ‘Ownership Day’ with an event at the London Stock Exchange and the publication…
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Understanding Sustainability funds

Published on: 18/04/2019

A growing number of funds are now marketed as being ‘sustainability themed’ or having sustainability related themes (often in…
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Three new videos now live - Introducing Fund EcoMarket, SRI & SRI Jargon

Published on: 14/04/2019

After working out that recording 'live' videos is not in fact a walk in the park... I am delighted to…
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Fund EcoMarket 'top 50 searches' Q1 2019

Published on: 08/04/2019

If your role involves understanding what financial advisers and others are looking for in the SRI, ESG or impact investment…
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Global Sustainable Investment Alliance (GSIA) report published

Published on: 05/04/2019

The Global Sustainable Investment Alliance (the international network of SIFs, that includes friends at UKSIF and Eurosif) has this week…
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PRA & FCA Climate Financial Risk Forum- first meeting

Published on: 22/03/2019

Source: FCA website 12 March 2019 First meeting of the PRA and FCA’s joint Climate Financial Risk Forum Press Releases Published: 12/03/2019 Last…
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Top Fund EcoMarket searches February 2019

Published on: 12/03/2019

Below is a list of the top 50 filter searches carried out by users of Fund EcoMarket during February 2019.…
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Link to our February 2019 newsletter

Published on: 06/03/2019

February newsletter link here.
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SRI Services response to ESMA Consultation Paper ‘On Integrating sustainability risks and factors into MIFID II’

Published on: 21/02/2019

SRI Services was delighted to have had the opportunity to respond to the ESMA Consultation Paper ‘On Integrating sustainability risks…
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What did people search for on Fund EcoMarket in January?

Published on: 15/02/2019

Thanks to some fancy footwork from our IT support team we are now able to report on the top filter…
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Investment Association to consult on Sustainability and Responsible Investment

Published on: 04/02/2019

The Investment Association announced last week that it is to consult members on Sustainability and Responsible Investment. Their launch release is…
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SRI Services responds to FCA Climate Change and Green Finance Consultation

Published on: 04/02/2019

SRI Services submitted a response to the FCA's highly welcome consultation on Climate Change and Green Finance (DP18/8) last week.…
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ESMA MIFID II Sustainability Consultation

Published on: 20/01/2019

The timing may not be ideal, but it is none the less welcome that the EU (ESMA) is consulting on…
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FCA DP18/8 consultation: Climate Change and Green Finance deadline looming

Published on: 16/01/2019

As mentioned in my blog in October last year the FCA is consulting on climate change and green finance. SRI…
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Newsletter update from SRI Services

Published on: 30/11/2018

Following on from a rather busy few months here are some news highlights and links to recent activity, published…
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'Sustainability & Suitability' SRI event videos

Published on: 08/11/2018

I am delighted to announce that you can now access the ‘Sustainability & Suitability’ Good Money Week event videos on…
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Why Climate Change Matters to Investors - Lord Deben video from our 3 October event

Published on: 25/10/2018

We were absolutely delighted to welcome Lord Deben (John Gummer) to our SRI Services and Partners event on 3 October…
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FCA opens discussion on impact of climate change and green finance on financial services

Published on: 15/10/2018

SRI Services welcomes today's announcement, which reads as follows: FCA opens a discussion on the impact of climate change and…
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New PRA report: The Impact of climate change on the UK banking sector

Published on: 30/09/2018

The Bank of England has taken a leadership position on climate change for a number of years. Governor Mark Carney’s ‘Tragedy…
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How not to do SRI. Guardian article on Goldman Sachs 'Just' fund

Published on: 30/09/2018

I am not close enough to say whether or not the specifics of this article are correct, but the financial…
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UK Government changes pension trustee duties and rules to include ESG

Published on: 12/09/2018

The article below my 'preamble' is reproduced with kind permission from 'Responsible Investor' - published yesterday (11/9/2018). But first an…
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'Exploring Sustainability & Suitability' - SRI event for intermediaries

Published on: 04/09/2018

Good Money Week 2018 – SRI Services & Partners event ‘Screened, Themed and Engaged 2018 event: Sustainability & Suitability’ We are…
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Help Fund World’s First Sculpture Celebrating Green Finance

Published on: 24/08/2018

The Green Finance Sculpture project is an exciting new initiative, launched at a Lifetime Achievement event for the late Tessa Tennant in June…
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SRI Services welcomes FCAs proposed review on SRI, ESG & ethical concerns

Published on: 20/07/2018

I am running rather late with blogs at the moment as there is so much happening - but felt it…
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DWP pension consultation - deadline 16 July

Published on: 12/07/2018

For those wishing to respond to the current DWP Pension scheme trustee consultation, which will undoubtedly have a significant impact…
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ILP Moneyfacts: SRI lightbulb moment editorial

Published on: 12/07/2018

Investment Life and Pensions Moneyfacts magazine's front page piece this month is devoted to 'sustainable, responsible and ethical investment'. The…
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Pension Funds and Social Investment - final government report

Published on: 18/06/2018

This morning, 18 June 2018, the Government published its final response to the 2017 Law Commission report on pension funds and social…
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Sustainable Finance Initiative - MiFID II suitability requirements - feedback requested

Published on: 08/06/2018

EU proposals to include ESG as part of investment and advice processes. 20 June 2018 Update: ===== On 24 May 2018 the…
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EU proposes action to support sustainable finance

Published on: 25/05/2018

Yesterday was a big day for those of us who care about how investment and financial services impact the world…
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Fund Manager responses to 'Can you avoid investing in plastic?'

Published on: 22/05/2018

The issue of plastics is never far from our screens at the moment and the public outcry following Blue Planet…
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Latest inSRI newsletter

Published on: 17/05/2018

My newsletters seem to be becoming increasingly rare ... however one was eventually finalised and issued today! You can read…
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Green Finance Taskforce report

Published on: 10/04/2018

The Green Finance Taskforce published a highly significant (100 page) report on 28 March 2018. The report, which aims to help accelerate 'green…
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Its a cultural thing.

Published on: 15/03/2018

The FCA issued a discussion paper today on 'Transforming Culture in Financial Services' - DP18/2. I have written and spoken on this…
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EU Announces Sustainable Finance Action Plan

Published on: 15/03/2018

On 8 March 2018 the EU published its response to the Sustainable Finance HLEG (High Level Expert Group) report issued in…
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FT Adviser Impact Investment article by Julia Dreblow

Published on: 06/03/2018

With rapidly growing interest in the area of how investments can have a positive impact I was recently asked by FTAdviser…
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EU HLEG Final Report - Sustainable Finance

Published on: 15/02/2018

The EU High Level Expert Group on Sustainable Finance published by far the most welcome document I have seen in…
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inSRI newsletter January 2018

Published on: 31/01/2018

Our long overdue inSRI newsletter which was sent out today is available here. It includes a range of information, tips and links on…
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Green Finance Inquiry (UK)

Published on: 16/01/2018

As readers may already know the government has said it is committed to supporting the hugely diverse (and essential) area of …
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A taste of things to come - ILP Moneyfacts SRI article

Published on: 19/12/2017

SRI Services latest ILP Moneyfacts SRI article (December 2017) Here is the link to my article published in this month's Investment…
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Pension funds & Social Investment - plus ESG, Stewardship and Ethics

Published on: 18/12/2017

Pension funds and social investment: interim (government) response - 18 December 2017 SRI Services welcomes today's report, which we view as taking…
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Why should DC pension schemes consider ESG and SRI (x 12!)

Published on: 13/12/2017

12 points from our response to the DWP consultation into ‘where DC schemes invest’ The following points are a boiled…
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Obligatory ‘ethical’ fact finding?

Published on: 07/12/2017

We will be working with the Tranparency Task Force on the topic of asking the FCA to mandate ‘ethical/SRI/ESG’ fact finding. (Or more…
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Growing a Culture of Social Impact Investing in the UK

Published on: 27/11/2017

A major new report (the Corley Review) has been published considering how the UK can increase investment in ways that…
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DWP consultation: Disclosure of costs, charges and investments in DC schemes

Published on: 21/11/2017

DWP consultation: Disclosure of costs, charges and investments in DC schemes In October the Department for Work and Pensions issued the…
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Citywire Wealth Manager 'Screened, Themed & Engaged' event article

Published on: 03/11/2017

I am delighted to share an article that Libby Ashby from Citywire has kindly written about our 'Screened, Themed and Engaged…
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'Screened, Themed and Engaged 2017' - panel videos

Published on: 26/10/2017

Last week we held our annual Good Money Week event at the Museum of London. The event was a great…
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Good work Gov!

Published on: 06/10/2017

With Good Money Week about to start now seems like a fitting time to mention some of the positive work taking…
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Fund EcoMarket: Sustainable Investment 'Award for Innovation' Finalist

Published on: 01/09/2017

I am delighted to announce that Fund EcoMarket has been shortlisted as a finalist for the following award: The Investment…
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ILP Moneyfacts SRI articles: Climate Risk and Ethical Fund Survey

Published on: 07/08/2017

This month saw the publication of two SRI/ethical investment articles in 'Investment Life and Pensions Moneyfacts' magazine. One was…
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NRG - a topsy turvy case study

Published on: 28/07/2017

I have Raj Thamothram of Preventable Surprises to 'thank' for bringing this shocker of a story to my attention. In brief - this…
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Fund EcoMarket ESG / SRI research award finalist

Published on: 28/07/2017

I am delighted to announce that Fund EcoMarket is a finalist in the 'Best ESG/SRI Research' Investment Week Awards category 2017.…
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HLEG - EU sustainable finance interim report published

Published on: 19/07/2017

The EU has recently published its High Level Expert Group (HLEG) Sustainable Finance interim report. This ambitious and significant report covers issues…
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SwissRe switch all assets to ESG indices

Published on: 06/07/2017

Reports in the FT and elsewhere today announce the important news that SwissRe now integrates Environmental, Social and Governance issues across all…
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TCFD report final report - managing climate risk

Published on: 29/06/2017

The Task Force on Climate-related Financial Disclosure has today issued its much heralded final report the purpose of which is to establish a…
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Hold the date - 19 October SRI event

Published on: 28/06/2017

Following the success of our 'sold out' event last year we are currently work on the plans for ‘Screened, Themed and Engaged 2017’…
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Pensions & Social Investment: Law Commission review

Published on: 27/06/2017

We are delighted to welcome the Law Commission review of 'Pensions & Social Investment' published June 2017. This important review, whilst…
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Actuaries issued climate change Risk Alert

Published on: 16/06/2017

It was a pleasure to meet with Nico Aspinall at last week’s Transparency Taskforce event (for which I thank Andy…
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SRI Services shortlisted for 'Investment Week' Award

Published on: 24/08/2016

sriServices shortlisted for 'Investment Week' Award It is with great pleasure that I can report sriServices has made it…
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New Morningstar Sustainability Ratings - an opinion

Published on: 14/07/2016

New Morningstar Sustainability Ratings - an opinion Yesterday I had the pleasure of meeting Jackie Beard and Jamie Goodwin of…
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inSRI newsletter 8

Published on: 11/07/2016

'inSRI Newsletter 8' - out today Click on the link below to read the latest updates, changes and others news. This includes thoughts on:…
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Transparency Times article

Published on: 20/06/2016

Transparency Times SRI article Last month I had the pleasure of being invited to join the Stewardship group of the recently established…
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Fund EcoMarket expanded to include ESG Integration and Responsible Ownership

Published on: 10/06/2016

Fund EcoMarket hub expanded to include ‘ESG Integration’ and ‘Responsible Ownership’ fund manager information Fund EcoMarket, the online, whole of…
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AXA to divest tobacco industry assets

Published on: 31/05/2016

AXA to divest tobacco industry assets Last week brought the interesting news that french insurer AXA is to divest from tobacco…
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Integrating SRI into advice process - IIL / PFS event podcast

Published on: 12/05/2016

'Integrating SRI into the advice process' - IIL / PFS SRI event Yesterday (11 May 2016) I had the…
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New funds on Fund EcoMarket

Published on: 25/04/2016

New funds on Fund EcoMarket You may have noticed there are lots of changes going on on www.FundEcoMarket.co.uk at the moment!…
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Panama Papers: from point scoring to progress?

Published on: 11/04/2016

Panama Papers: from point scoring to progress? I am delighted to see at least some of the ethical aspects of…
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Synaptic Connections magazine SRI article: 'Enquiring Stewards'

Published on: 21/03/2016

Synaptic Connections magazine SRI article: Enquiring Stewards Synaptic published a number of articles on sustainable, responsible and ethical…
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Asset TV interview: SRI & ethical investing Masterclass

Published on: 11/03/2016

Asset TV interview: 'sustainable, responsible & ethical investing Masterclass' On Wednesday 9 March Mike Appleby of Alliance Trust Investments and…
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sriServices Citywire video interview

Published on: 25/02/2016

Fund EcoMarket Citywire video - interview I am delighted to be able to direct you to a new video -…
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Joining the 'Good With Money' expert panel

Published on: 25/02/2016

Joining the 'Good With Money' expert panel I am delighted to have joined the panel of experts on the new…
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inSRI Newsletter 7 - Building momentum

Published on: 09/02/2016

inSRI Newsletter 7 - Building momentum For a brief update on what has been happening with Fund EcoMarket the…
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Fund EcoMarket shortlisted for Sustainable City Award

Published on: 04/02/2016

Fund EcoMarket shortlisted for Sustainable City Award 2016 News hot off the press today: I am absolutely delighted to…
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Highest ever Ethical Fund sales in 2015: Investment Association

Published on: 26/01/2016

Highest ever net retail ethical fund sales in 2015: Investment Association Figures released yesterday by the Investment Association (25 January…
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PFS event announced: 'Bringing SRI into the financial advice process'

Published on: 22/01/2016

PFS / IIL event - 'Bringing SRI into the financial advice process' I am delighted to announce that the…
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Our FAMR SRI recommendations

Published on: 11/01/2016

Our FAMR SRI recommendations On 22 December 2015, which now feels like a rather long while ago, sriServices submitted a…
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Environmental Themed & Clean Technology SRI Styles merged

Published on: 10/01/2016

Environmental Themed & Clean Technology SRI Styles merged Following recent industry changes and discussions with fund managers in this area…
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Updated SRI Styles Classifications

Published on: 04/01/2016

Updated 'SRI Styles' classifications New SRI Style - Social Themed Fund EcoMarket now has an additional SRI Style classification: 'Social…
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Fund EcoMarket Update

Published on: 06/12/2015

Fund EcoMarket Updates & Changes For the first time since going live with Fund EcoMarket 2.0 we have now run…
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Fund EcoMarket and related news - roundup

Published on: 23/11/2015

Fund EcoMarket and related news - roundup Here is a brief update on recent retail SRI related events, coverage, changes…
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New RSMR SRI Guide for Advisers

Published on: 13/11/2015

New RSMR SRI Guide for Advisers As those of you who have followed us for some time will know -…
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Fund EcoMarket v2 - Launch event

Published on: 10/11/2015

Fund EcoMarket v2 - Launch event Yesterday saw the launch of 'Fund EcoMarket v2' - our newly revamped, expanded and…
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Fund EcoMarket launch release

Published on: 16/10/2015

Online adviser tool ‘Fund EcoMarket’ launched to unlock ethical investment opportunities London, 16 October 2015 sriServices has launched a…
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EIRIS & Vigeo announce merger

Published on: 13/10/2015

EIRIS & Vigeo announce merger Press release Paris, October 12, 2015 Embargo until Monday October 12 midnight…
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Good Money Week - Fund EcoMarket 2.0 launch event

Published on: 02/10/2015

Good Money Week - Fund EcoMarket 2.0 launch event "Growing opportunities for SRI and ethical investors... & the Launch of…
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Synaptic Ethical Fact Find update

Published on: 17/09/2015

Synaptic Software Ethical Fact Find update Leading fund tool provider Synaptic Software (formerly Capita Financial) have this week refreshed their…
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Guardian 'Fund EcoMarket' advertisement

Published on: 15/09/2015

Guardian Fund EcoMarket advert Last Saturday's Guardian contained and Ethical Innovations supplement which carried a Fund EcoMarket advert.... This was…
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'30 People, 30 Words, 30 Years' - Ethical Guide for IFAs

Published on: 07/09/2015

'30 People, 30 Words, 30 Years' - Ethical Guide for IFAs PanaceaAdviser, the online adviser support hub have today released…
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inSRI Newsletter 5 - Introducing Fund EcoMarket 2.0!

Published on: 02/09/2015

inSRI Newsletter 5 - Introducing Fund EcoMarket 2.0! Our 5th newsletter is now available via the following link: http://bit.ly/1LTvyBF The…
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Ethical upgrade for financial advice - Salt blog

Published on: 01/09/2015

Ethical upgrade for financial advice - Salt Blog Here is a link to a new blog I have recently written…
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Stranded Assets article for advisers in this month's ILP Moneyfacts

Published on: 16/08/2015

Stranded Assets article for advisers in this month's ILP Moneyfacts magazine Just published - my latest article for adviser publication…
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Join our 'Find Adviser' listing

Published on: 29/07/2015

Join our 'Find Adviser' list We are in the process of updating the 'Find Adviser' area on Fund EcoMarket ahead of doing some advertising…
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'A Greener Future' - ILP Moneyfacts article by Richard Eagling

Published on: 17/07/2015

A Greener Future - July Moneyfacts This week saw the publication of an excellent article by Investment Life and Pensions…
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Fund EcoMarket Quarterly Update Complete

Published on: 13/07/2015

Fund EcoMarket Quarterly Update Complete Fund EcoMarket, our SRI database tool, has just been updated. This update was delayed by…
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SRI Database Fund EcoMarket 2.0 (beta site) now LIVE!

Published on: 09/07/2015

Fund EcoMarket 2.0 (beta site) now LIVE! Fund EcoMarket is our unique, comprehensive SRI and ethical investment database tool for the…
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Capita Connection Magasine

Published on: 19/06/2015

Capita Connection Magasine sriServices and Fund EcoMarket are referenced in this quarter's 'Connection' Magasine, published by Capita Financial Software. The…
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Charles Jacob CBE

Published on: 03/06/2015

Charles Jacob CBE I received the news last night that one of the founders of ethical investment in the UK,…
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ILP Moneyfacts article 'Stepping Stones for SRI Success'

Published on: 19/05/2015

ILP Moneyfacts 'Stepping Stones for Success' SRI article by Julia Dreblow This week saw the publication of my most recent…
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Impact Investment Questions added to Fact Find

Published on: 11/05/2015

Impact Investment Questions added to SRI Fact Find In response to the growing importance of 'Impact Investment' sriServices has today…
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WHEB publish innovative 'Impact' Report

Published on: 30/04/2015

WHEB publish innovative new 'Impact' Report Serial 'sustainability' innovators WHEB have this week published a report that sets out the 'impacts' of where…
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sriServices 'Highly Commended' in Corporation of London Sustainabile City Awards

Published on: 25/03/2015

sriServices 'Highly Commended' in Corporation of London Sustainable City Awards I am delighted to report that sriServices received a 'Highly Commended' award in…
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Fund EcoMarket Quarterly Update complete

Published on: 17/03/2015

Fund EcoMarket Quarterly Update complete SRI & Ethical fund database 'Fund EcoMarket' is now up to date as at March…
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New RSMR SRI Rated fund matrix

Published on: 04/03/2015

New RSMR SRI Rated fund matrix The new RSMR SRI rated fund matrix (March 2015) is now available. The 'Rayner Spencer…
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Ethical Investment / SRI's top influencers...

Published on: 23/02/2015

Ethical Investment / SRI's top influencers... I am on a quest to identify those people who have most helped shape the…
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New SRI materials for advisers - from RobecoSAM, Parmenion & Friends'

Published on: 16/02/2015

New, useful SRI materials, for advisers - from RobecoSAM, Parmenion & Friends' Having had one or two issues with technology recently…
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"Ready to Play Ball?" New ILP Moneyfacts SRI feature

Published on: 26/01/2015

"Ready to Play Ball?" New ILP Moneyfacts SRI feature (January 2015) Investment Life and Pensions Moneyfacts have published an SRI feature by…
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Seize the day: The Economist comments on falling oil prices

Published on: 16/01/2015

Seize the day : The Economist comments on falling oil prices Rarely have I seen such a welcome headline as in today's Economist…
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Xmas Email server issues - now sorted!

Published on: 05/01/2015

Christmas Email server issues - now sorted! Apologies, over Christmas we changed our web & email server... Everything is now up and running…
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Fast growing ‘Visits’ to sriServices & Fund EcoMarket in 2014

Published on: 17/12/2014

Fast Growing 'Visits' to sriServices & Fund EcoMarket in 2014 In doing some ‘end of year' research on Google Analytics…
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Capita 'Connection' SRI Article by sriServices

Published on: 15/12/2014

Capita 'Connection' SRI Article by sriServices Capita Financial Services publish a quarterly magazine to the 6000+ financial advisers (IFAs)…
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Fund EcoMarket database quarterly update

Published on: 10/12/2014

Fund EcoMarket database quarterly update The quarterly Fund EcoMarket SRI fund database update has just been completed. Major changes / points to…
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inSRI - sriServices Newsletter now available

Published on: 05/12/2014

'inSRI' - sriServices Newsletter (#3) Following a hectic few months I have at last decided the time is right to gather…
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A 10 point 'Stewardship' roundup - given events

Published on: 04/12/2014

A 10 point Friends Stewardship roundup - given events The following is a brief potted history of who owns what -…
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Rathbone Ethical Bond details now live on Fund EcoMarket

Published on: 03/12/2014

Rathbone Ethical Bond details now live on Fund EcoMarket I am delighted to announce that Rathbones' Ethical Bond Fund details…
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sriServices & Fund EcoMarket nominated for 'Sustainable City Award'

Published on: 02/12/2014

sriServices & Fund EcoMarket nominated for 'Sustainable City Award' And sometimes all the hard work is all worthwhile..! Julia Dreblow…
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Friends Life, Stewardship - and Aviva

Published on: 23/11/2014

Friends Life, Stewardship - and Aviva The plan for this blog had been to tell readers about the changes to…
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Improved SRI tool access on sriServices.co.uk

Published on: 21/11/2014

Improved SRI tool access & navigation on sriServices.co.uk Following a mini lightbulb moment I am delighted to announce that…
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Impact Investment – 5 Adviser Tips

Published on: 20/11/2014

Impact Investment – 5 Adviser Tips Last week I had the pleasure of speaking at a conference organised by the…
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Website - Work in Progress!

Published on: 18/11/2014

Work in Progress! Please excuse the 'work in progress' situation on our website! We are currently working to make the…
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Stranded Assets, APPCCG & Green Bear

Published on: 10/11/2014

Stranded Assets, the All Party Parliamentary Group on Climate Change & Green Bear Last Wednesday, 5 November, I was delighted to have been …
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It's raining SRI (& friends) events!

Published on: 03/11/2014

It's raining SRI (& friends): events! Hot on the heals of a successful Good Money Week, I am delighted to…
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Unbiased feature sriServices article in Newsletter during Good Money Week

Published on: 03/11/2014

Unbiased.co.uk feature sriServices article in Newsletter during Good Money Week A big 'Thank You' to the team at www.unbiased.co.uk for their support for…
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Mark Carney & the case for going Fossil Free

Published on: 23/10/2014

Mark Carney & the case for going Fossil Free Last week marked a key turning point in the 'Carbon Bubble' debate…
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Listen in - SRI Fact Finding discussion

Published on: 21/10/2014

Listen in - SRI Fact Finding discussion If you would like to listen in to the sriServices Good Money Week…
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SRI fact finding - conference call Monday 20 October

Published on: 17/10/2014

SRI fact finding - conference call Monday 20 October Good Money Week starts on Sunday, making this your last chance to…
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New Eurosif report shows SRI growth all round

Published on: 13/10/2014

New Eurosif report shows SRI growth all round Eurosif is the Europe wide sustainable investment and finance association. Every two…
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'SRI Fact Finding' adviser event announced

Published on: 24/09/2014

SRI Fact Finding teleconference announced sriServices is delighted to announce that we will be holding a telephone conference to help…
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Moneyfacts SRI feature - just ahead of Good Money Week!

Published on: 10/09/2014

SRI feature in Moneyfacts ahead of Good Money Week 'Investment Life and Pensions Moneyfacts' magasine publishes their September edition today; featuring…
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Fracking: Complicated

Published on: 08/09/2014

Fracking: Complicated UKSIF analyst seminar: Fracking - are we prepared? Unsurprisingly perhaps, like many SRI enthusiasts I have found myself firmly…
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302 easy ways to invest in SRI

Published on: 11/08/2014

302 segmented regulated retail SRI funds (& friends) sriServices has today completed the quarterly update of the Fund EcoMarket…
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F&C looks forward to the next 30 years of responsible investment!

Published on: 10/07/2014

F&C looks forward to the next 30 years of responsible investment! Yesterday, at an event hosted by Stewardship Committee of…
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SRI adviser event videos - now Live!

Published on: 04/07/2014

SRI Adviser event videos - now Live! We are delighted to announce that the videos from our June 2014 London…
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SRI in the Adviser Press: Moneyfacts

Published on: 19/06/2014

SRI in the Adviser Press: Moneyfacts There was yet more upbeat and interesting SRI coverage in this month's edition of 'Investment…
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New Rayner Spencer Mills / sriServices Literature and Rated SRI Fund List for Financial Advisers

Published on: 14/06/2014

New Rayner Spencer Mills / sriServices Literature and Rated SRI fund list for Financial Advisers Our collaboration with 'Rayner Spencer Mills…
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RSM Launch new SRI rating service

Published on: 06/06/2014

The following extract is from this week's RSM Newsletter: June 2014 New ratings launched It has been a busy…
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Only one week to go to SRI IFA Event (Register now!)

Published on: 05/06/2014

Only one week to go to the SRI & ethical investment adviser briefing On Friday 13 June Rayner Spencer Mills…
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Registration now open for sriServices & RSMR Adviser SRI event

Published on: 08/05/2014

Registration now open for sriServices & Rayner Spencer Mills Research SRI Adviser event Registration is now open for the event sriServices and…
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RSMR & sriServices announce date for adviser event

Published on: 04/05/2014

RSMR & sriServices announce date for adviser SRI event Hold the date - 13 June Fund Rating agency Rayner Spencer…
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National Ethical Investment Week rebranded Good Money Week

Published on: 23/04/2014

National Ethical Investment Week rebranded Good Money Week The following announcement has recently been made by UKSIF to its members…
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Parmenion refreshes ethical / SRI portfolio options

Published on: 15/04/2014

Parmenion DFM refreshes ethical / SRI portfolio options Following a review by the 'Parmenion Ethical Oversight Committee' award winning Discretionary Fund…
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Ownership Day - encouraging investors to be part of the solution

Published on: 31/03/2014

Ownership Day - encouraging investors to be part of the solution Last week the UK Sustainable Investment and Finance association (UKSIF) held…
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Green Alliance: more jobs, less carbon infographic

Published on: 25/03/2014

More jobs, less carbon: Why we need landfill bans I loved this infographic from the Green Alliance... It is a…
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Fund EcoMarket SRI Fund Database update

Published on: 06/03/2014

Fund EcoMarket SRI Fund Database update The Fund EcoMarket database tool has today been updated to reflect all available (regulated, onshore)…
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Missing piece of SRI puzzle found at Threadneedle

Published on: 21/02/2014

Missing piece of SRI puzzle found at Threadneedle Last week I had the pleasure of meeting Simon Bond, the aptly…
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Welcome news from UNEP & Davos

Published on: 01/02/2014

Welcome news from UNEP & Davos: 'Inquiry into the Design of a Sustainable Financial System' There is little doubt that…
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Interesting but scary - BP Energy Outlook 2035

Published on: 17/01/2014

Interesting but scary BP Energy Outlook 2035 BP have this week published their fourth ‘Energy Outlook'. Although not exactly the darlings…
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6 signs that say 'this client should think about ethical investment in 2014'

Published on: 11/01/2014

6 signs that say 'this client should think about ethical investment in 2014' Tips for financial advisers: People who are interested in…
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All things bright (red) and ethical

Published on: 17/12/2013

All things bright (red) and ethical The text below was published in this week's Panacea Adviser 'Bento Bulletin 462' (newsletter). The…
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Would you rather hug an index or a tree?

Published on: 09/12/2013

Would you rather hug an index or a tree? Solving the challenges around how to integrate the most important elements of…
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Ethical SRI Style name change

Published on: 16/11/2013

SRI Style name changed to 'Negative Ethical' In order to better reflect the activity that takes place within the funds we…
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Fund EcoMarket SRI Database - Quarterly update completed

Published on: 16/11/2013

Fund EcoMarket SRI Database - Quarterly Update completed The 'SRI FundFinder' area of the Fund EcoMarket database is used by industry…
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New Unbiased.co.uk B2B site includes SRI Guide

Published on: 08/11/2013

New Unbiased.co.uk B2B site includes SRI Guide Unbiased.co.uk has this week launched their comprehensive new 'business' (B2B) website. The site includes…
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UK ethical investment grows to £12.2 bn

Published on: 18/10/2013

UK ethical investment grows to £12.2 bn ESG (Environmental, Social and Governance) research provider EIRIS has published figures showing that…
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Panacea Adviser updates

Published on: 15/10/2013

Panacea Adviser updates Panacea Adviser (the free on-line adviser support hub) have informed us that their latest Bento newsletter included sriServices'…
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NEIW13 posts links to adviser support materials

Published on: 15/10/2013

NEIW13 posts links to adviser support materials The team and NEIW have informed us that links have now gone live on…
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Unbiased.co.uk publish SRI Guide ahead of NEIW13

Published on: 11/10/2013

Unbiased publish SRI Guide ahead of NEIW13 sriServices is delighted to announce that a new 'Introductory Guide to SRI' is…
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NEIW 2013 est arrive - 5 Top SRI Tips for Advisers

Published on: 11/10/2013

National Ethical Investment Week 2013 est arrive… 5 Top SRI Tips for Advisers 'Beaujolais' it may not be - but…
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SRI Supercharged September!

Published on: 10/10/2013

SRI Supercharged September! With National Ethical Investment Week 2013 (NEIW13) starting this Sunday (13 October) the last fortnight or so has been…
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Parmenion 'Ethical Oversight Committee' appointment

Published on: 24/09/2013

Parmenion 'Ethical Oversight Committee' appointment I am delighted to announce my (Julia Dreblow!) recent appointment to the Ethical Oversight Committee of Parmenion Investment…
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National Ethical Investment Week 2013

Published on: 24/09/2013

Coming Soon - National Ethical Investment Week 2013 And it seems like only yesterday when we were fretting about how the…
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SRI Bootcamp for Financial Advisers

Published on: 15/09/2013

SRI Bootcamp for Financial Advisers - 26 September I am delighted to have been involved in the development of this innovative event and…
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Ethical Investment & SRI database 'Fund EcoMarket' - updated

Published on: 10/08/2013

Ethical Investment & SRI database 'Fund EcoMarket' summer update complete Breaking News! This quarter's Fund EcoMarket database update has just been finalised! Fewer…
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Blue & Green Tomorrow Interview

Published on: 01/08/2013

Blue & Green Tomorrow Interview Sustainability communications specialists 'Blue & Green Tomorrow' published an article yesterday following a recent interview with your's…
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Wonga wall

Published on: 29/07/2013

Wonga wall The Wonga storm that hit on the weekend has generated more media coverage for ethical investment than we…
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Funds Demand Climate Review

Published on: 17/07/2013

Funds Demand Climate Review You may have spotted coverage in this week's FTfm (and elsewhere) of a letter convened by SRI…
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2 Minute Client Video Introducing SRI

Published on: 13/07/2013

Brief introduction to Ethical Investment & SRI - for use with your clients I am delighted to announce that having…
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Getting social with SRI

Published on: 01/07/2013

Getting social with SRI Financial advisers who are interested in discussing Ethical Investment and SRI with their clients now have access to…
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Climate Change - David Mitchell's soapbox

Published on: 16/05/2013

Climate Change - David Mitchell's soapbox I came across this yesterday on the Green Alliance Blog and thought it was excellent.…
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Fund EcoMarket SRI Database Quarterly update

Published on: 09/05/2013

Fund EcoMarket Quarterly update completed The Fund EcoMarket ‘SRI FundFinder’ database has been updated today, using the latest Capita/Synpatics Research data. …
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Responsible Engagement Research summary

Published on: 02/05/2013

Responsible Engagement Research update Following on from the information we published last month, I am delighted to report we have…
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Triodos launches new ethical investment funds

Published on: 29/04/2013

Triodos launches new ethical investment funds Triodos Bank, the Dutch based sustainably managed bank, has this week made its first…
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Panacea Adviser SRI Twitterview

Published on: 24/04/2013

Panacea Adviser 'SRI & Responsible Engagement' Twitterview For advisers who are keen to gem up on 'SRI and Responsible Engagement' in…
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UKSIF appoints new Chief Executive

Published on: 17/04/2013

UKSIF appoints new Chief Executive The following press release was issued by SRI industry association UKSIF on 15 April 2013.…
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NEW: FTAdviser Guide to SRI

Published on: 22/03/2013

FTAdviser Guide to SRI now live The FT have today published a new guide to SRI. The guide covers a wide range of issues…
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New Major Investor 'Responsible Engagement' Research

Published on: 12/03/2013

New research shines light on welcome ‘Responsible Engagement’ activity of major investors sriServices has surveyed a selection of leading fund…
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Horses for courses - non merci!

Published on: 04/03/2013

Horses for courses… non merci! Rarely a week goes by when there is not some issue or another in the…
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Unbiased.co.uk awards and adviser support

Published on: 07/02/2013

Unbiased.co.uk media awards 2013 and adviser support Unbiased.co.uk, formerly ‘IFA Promotions’, the leading promotional body for financial advisers, held its ninth…
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'Find Adviser' button now in use

Published on: 25/01/2013

'Find Adviser' Button now in use The first Financial Adviser names have just (belatedly!) been added to 'Find Adviser' list…
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UKSIF announces 'Ownership Day'

Published on: 24/01/2013

UKSIF announces 'Ownership Day' to encourage longer term thinking amongst investors UKSIF, the 'UK Sustainable Investment and Finance Association', has announced that…
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Fund EcoMarket database Update

Published on: 11/01/2013

Fund EcoMarket Update - January 2013 The first 2013 (quarterly) update of the Fund EcoMarket SRI adviser database has just been completed! There…
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A changing adviser market

Published on: 02/01/2013

A changing adviser market With RDR only two days old here are a few early posts you may find interesting ...…
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Investors call for climate change action

Published on: 23/11/2012

Investors call for climate change action Climate change is very much on the agenda again. This week saw the publication…
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Philanthropic Investments - Oxymoron or Win-Win?

Published on: 15/11/2012

Philanthropic Investments - Oxymoron or Win-Win? An occasional criticism of SRI is that it blurs the lines between charity and…
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Introduction to Fund EcoMarket - Powerpoint

Published on: 16/10/2012

Introduction to Fund EcoMarket A new 30 Minute Powerpoint presentation for UK financial advisers - introducing the Fund EcoMarket adviser…
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sriServices welcomes PanaceaAdviser Ethical Zone

Published on: 09/10/2012

sriServices welcomes new PanaceaAdviser Ethical Zone sriServices are delighted to welcome the new PanaceaAdviser Ethical Zone launched this week as part of their…
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Its that time again!

Published on: 05/10/2012

It's that time again! October as ever brings a flurry of SRI activity… Not to be left out sriServices has…
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SRI ‘StyleFinder’ client microsite NOW LIVE

Published on: 06/09/2012

SRI ‘StyleFinder’ client microsite NOW LIVE I am delighted to announce the launch of a new, free client SRI microsite…
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Adviser views sought on regulatory barriers to Social Investment

Published on: 14/08/2012

Adviser views on regulatory barriers to Social Investment sought - to feed in to Cabinet Office ‘Red Tape Challenge’ ACTION:…
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Kay review of equity markets

Published on: 27/07/2012

Kay Review of Equity Markets and Long-Term Decision Making – 23 July 2012 The Kay Review of UK Equity Markets –…
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Fund EcoMarket SRI database changes - July 2012

Published on: 09/07/2012

July 2012 Fund EcoMarket database changes I have just completed a further update for Fund EcoMaket adviser SRI database. These…
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FSA Final Guidance 12/15 - SRI implications and comments

Published on: 19/06/2012

FSA Final Guidance 12/15 - SRI implications and comments The FSA/FCA has recently published its Final Guidance 12/15 'Retail Distribution…
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Ethical Advisers: which platforms should new SRI funds link to first?

Published on: 22/05/2012

A question(naire) for ethical advisers and EIA members: I have been asked to find out which fund platforms (or wraps…
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NEW Adviser Guide to Sustainable and Responsible Investment

Published on: 16/05/2012

New 'Adviser Guide to SRI' now available on-line: published in collaboration with fund rating agency Rayner Spencer Mills In recent months…
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SRI Fund Database Updated

Published on: 30/04/2012

SRI Fund Database Updated The Fund EcoMarket database has now been updated with April 2012 figures. A range of changes…
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Former Henderson SRI team settling in well at WHEB AM

Published on: 19/03/2012

Former Henderson SRI team settling in well at WHEB AM It was good to meet up with George Latham last Friday…
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Unbiased.co.uk Responsible Investment IFA of the Year Media Award

Published on: 16/03/2012

Unbiased.co.uk Responsible Investment IFA of the Year Award It was a great pleasure to have been invited to attend the…
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Hendersons publish SRI fund destination

Published on: 14/02/2012

Henderson SRI fund news and links Henderson have today (14 February 2012) written to advisers setting out their planned fund…
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Kames Ethical Investment webinar success

Published on: 09/02/2012

Kames Ethical Investment Webinar success It was good to hear Kames (formerly Aegon) reaffirming their commitment to the SRI market today…
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Changes in SRI – comings and goings in a dynamic market

Published on: 02/02/2012

Changes in SRI – comings and goings in a dynamic market It is with great sadness that I read – and re-read –…
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Wall Street Journal article on new 'Benefits Corporations'

Published on: 19/01/2012

Wall Street Journal article on new 'Benefits Corporations' I am by no means an expert on the structure of US…
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SRI Fund Database Tool now live!

Published on: 10/01/2012

Fund EcoMarket: Now Live! As you may be aware - the launch of the SRI Services Fund Eco Market tool…
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Fund EcoMarket to launch during National Ethical Investment Week

Published on: 30/09/2011

Fund EcoMarket launch events listed on NEIW.org Dates for the launch of our new adviser tool 'Fund EcoMarket' have now been…
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National Ethical Investment Week 2011 – events list hotting up

Published on: 28/09/2011

National Ethical Investment Week 2011 – events list hotting up Having been on the inaugural NEIW Advisory Board it is…
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Ethical Investment Association - London IFA meeting

Published on: 20/09/2011

Ethical Investment Association - London meeting for IFAs Few IFAs are aware that it is in fact possible to specialise…
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New 'Fund EcoMarket' SRI fund database pilot now LIVE!

Published on: 05/09/2011

Fund EcoMarket adviser tool pilot now LIVE! The new on-line Fund EcoMarket adviser tool will be launched during National Ethical Investment Week…
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SRI funds and performance: food for thought

Published on: 01/09/2011

Probably the most common area of debate between SRI's 'supporters' and its 'sceptics' is whether or not SRI approaches help or…
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Adviser focused SRI fund database ‘Fund EcoMarket’

Published on: 30/08/2011

Green and Ethical Investment: 400 retail options Having returned from beautiful, if damp, Devon I now have the delight of…
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Safeguarding access to SRI post RDR

Published on: 01/08/2011

Safeguarding access to SRI post RDR The FSA’s retail distribution review (RDR) is a regulatory landmark for the financial advisory…
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UKSIF’s Call to Action on its 20th Anniversary

Published on: 21/07/2011

UKSIF’s Call to Action on its 20th Anniversary The text below is an excerpt from a recent UKSIF document 'Taking Responsibility: Achieving…
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An organic dilemma for supermarkets

Published on: 21/07/2011

An organic dilemma for supermarkets Reading a recent article in the Ecologist brought to my attention a new angle on…
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Ethical investment and the media...

Published on: 12/07/2011

Ethical Investment and the Media Investing in media companies has always been controversial for ethical funds. It is a complex…
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Green and ethical investment fund market segmented into 7 ‘EcoStyles’

Published on: 05/07/2011

News Release: 5 July 2011 SRI Services segments retail green and ethical investment fund market into 7 ‘EcoStyles’ SRI Services,…
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Making the most of the sun?

Published on: 28/06/2011

Making the most of the Sun? Deciding to go solar is a big decision for any household. No matter how…
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The Economist - Welcome to the Anthropocene

Published on: 09/06/2011

Geology's new age: As a longstanding reader of The Economist, for both its ability to inform and to be thought provoking - a recent Leader…
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SRI Services: Launch news release

Published on: 09/06/2011

News Release: 3 June 2011 New Green and Ethical Investment hub ‘SRI Services’ launched for IFAs A new IFA website focusing…
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Platforum news: platform & wrap funds top £155bn

Published on: 20/05/2011

Platforum news, 20 May 2011: platform funds top £155 bn SRI Services today welcomed new research from ThePlatforum. According to…
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National Ethical Investment Week 2011 dates announced

Published on: 20/05/2011

National Ethical Investment Week 2011 dates announced 16-22 October 2011 Green and ethical investing aims to allow you to make…
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SRI Services launches new IFA site with green and ethical fund tips and tools

Published on: 20/05/2011

SRI Services launch new IFA site and heralds arrival of new green and ethical fund database The new SRI Services site offers…
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