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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

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Fund EcoMarket changes – New Styles and Subfund data

September 24th, 2020

Over the last six months we’ve been working on a number of pretty major changes to Fund EcoMarket. App The first major change, that you may be aware of, was to launch our new, also free to use, App which is available both via Apple and Google App stores (search ‘Fund EcoMarket’). SRI Styles changes […]

Keynote speaker announced for 21 October SRI Services and Partners event

September 2nd, 2020

SRI Services and Partners annual ‘Good Money Week’ ‘virtual’ event – 21 October 2020 I am delighted to announce that the FCA’s Director of Strategy, Richard Monks, has agreed to give the keynote address as this year’s SRI Services and Partners Good Money Week event. Sign up to the ‘SRI Services and Partners’ 21 October […]

Searches for ESG funds increase rapidly – with sustainability issues dominating

July 2nd, 2020

Usage of the adviser friendly sustainable investment fund database ‘Fund EcoMarket’ increased sharply over the last six months. Fund EcoMarket welcomed 7.9k unique users over the 6 months to 30 June 2020 – compared to 5.5k over the same period in 2019 (source: Google Analytics). The average session time was 4.31 minutes. Commenting on the […]

Adviser training video

May 18th, 2020

In the spirit of #BuildBackBetter this is me sharing a #Sustainable and #ResponsibleInvestment training video I recently put together for some financial advisers’ who’s #ESG training day had to switch format. The learning objectives relate to an introduction & overview of the Sustainable and Responsible Investment  market and how to research  ESG/SRI funds (using Fund […]

Covid and the Future of ESG – Money Marketing Interview

April 24th, 2020

Just published –  Justin Cash, Editor of Money Marketing interviews Julia Dreblow of SRI Services on ‘Covid and the future of ESG’ (A ten minute listed.)       24 April 2020

21 October 2020 ‘SRI Services & Partners’ annual event registration

April 8th, 2020

In the hope and expectation that some kind of normality will have returned by October I am pleased to say that we are planning our event for this autumn as normal and that our 21 October, London, Barbican  sign up form is now open – via Eventbrite – here. We are only able to publish […]

Top Fund EcoMarket Filter Searches in 2019

January 6th, 2020

The following list is of the top individual filter searches carried out on Fund EcoMarket from 1 January to 31 December 2019. This information is derived from Google Analytics, which recorded 34,087 filter options having been  selected over the twelve month period. This information showed the breadth of different issues people were interested in as […]

Understanding Greenwash

November 13th, 2019

Recent media coverage, generated in part in response to a recent report by SCM*, indicates that greenwash fears are growing apace. This is of course a huge shame as when we talk about funds that focus on environmental, social and ethical issues we would all much rather be talking about their benefits relative to their […]

New ‘Find An Adviser’ Map added to Fund EcoMarket

November 8th, 2019

Although this fund tool is  intended mainly for use by financial services intermediaries  you may be aware that we have had a ‘Find an Adviser‘ page on the site since launch, so that people can find a financial adviser who offers advice on this area if they so wish. To make finding an adviser even […]

FCA Feedback Statement on Climate Change and Green Finance

October 18th, 2019

FCA statement on climate change and green finance

More than a third of pension schemes considering appointing IFA – XPS. (So be informed about ESG!)

October 17th, 2019

  The news that a third of  XPS pension schemes either have an IFA or are likely to be looking for one is important news for the ESG/SRI community – and I’d like to thank Mike Clark (Ario Advisory), who spoke at our event last Wednesday, for bringing the following to my attention. This, to […]

SRI Services & Partners event roundup

October 14th, 2019

With another Good Money Week just ended I am delighted to share the news that our event last week appears to have been viewed as a big success.  The videos will be with us shortly, but in the meantime here are a few highlights: Our SRI Services and Partners event was held at the Barbican  […]

SRI Services & Partners event – 9 October 2019, London

August 30th, 2019

If you are a financial services intermediary who would like to know more about retail ESG, SRI, sustainable and ethical funds this is for you… If you are a UK financial services intermediary who would like to learn about ESG, SRI, Sustainable, Responsible and Ethical investment this free to attend, absolutely unique event is for […]

Woman of the Year Award – Finalist

June 13th, 2019

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

SRI fund tool filter searches May 2019

June 10th, 2019

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

MiFID ii – ESG & Sustainability upgrade

May 24th, 2019

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

Three new videos now live – Introducing Fund EcoMarket, SRI & SRI Jargon

April 14th, 2019

After working out that recording ‘live’ videos is not in fact a walk in the park…  I am delighted to say that we now have three brand new introductory SRI training videos on YouTube. Before you click through can I please ask you to help us by clicking ‘Follow’ when you go on to the SRI Services […]

SRI Services response to ESMA Consultation Paper ‘On Integrating sustainability risks and factors into MIFID II’

February 21st, 2019

SRI Services was delighted to have had the opportunity to respond to the ESMA Consultation Paper ‘On Integrating sustainability risks and factors into MIFID II’ earlier this week (even though it did seem a bit strange doing so given Brexit…) In brief, the paper (European Securities and Markets Authority – ESMA35-43-1210)  proposes ESG/Sustainability related fact […]

Sustainable Finance Initiative – MiFID II suitability requirements – feedback requested

June 8th, 2018

EU proposals to include ESG as part of investment and advice processes. 20 June 2018 Update:   Our published response can be found here. ===== On 24 May 2018 the EU published draft recommendations proposing the inclusion of ESG within the obligatory advice process as part of their ongoing work supporting the growth of Sustainable Finance. Their draft […]

Green Finance Taskforce report

April 10th, 2018

The Green Finance Taskforce published a highly significant (100 page) report on 28 March 2018. The report, which aims to help accelerate ‘green finance’ in the UK ,  can be downloaded here. The government landing page introduces the report as follows: “In September 2017, the government asked leading finance expert and former Mayor of London Sir Roger Gifford to chair […]

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Latest News

Fund EcoMarket changes – New Styles and Subfund data
September 24, 2020

Over the last six months we’ve been working on a number of pretty major changes to Fund EcoMarket. App The first major change, that you may be aware of, was to launch our new, also free to use, App which is available both via Apple and Google App stores (search ‘Fund EcoMarket’). SRI Styles changes […]

Keynote speaker announced for 21 October SRI Services and Partners event
September 2, 2020

SRI Services and Partners annual ‘Good Money Week’ ‘virtual’ event – 21 October 2020 I am delighted to announce that the FCA’s Director of Strategy, Richard Monks, has agreed to give the keynote address as this year’s SRI Services and Partners Good Money Week event. Sign up to the ‘SRI Services and Partners’ 21 October […]

Which? report on ethical investment
August 5, 2020

I’m delighted to have been able to support Which? with their recent ethical investment report (and for both SRI Services & Fund EcoMarket to have earned a mention online and in their magazine.) The report is a good introduction to the sector and one individual investors are likely to find very useful, with quotes from […]