Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
January 17th, 2022
I am delighted to share our response to the FCAs recent ‘Sustainability Disclosure Requirements (SDR) and investment labels‘ discussion paper. Our response was rather lengthy, so you may prefer to focus on the summary of key points below (the text below is ‘as submitted’): Download our response here: FCA SDR DP 21 4 SRI Services […]
December 10th, 2021
As you are reading this post you may well know that I have spent nearly 30 years working in sustainable, responsible and ethical investment because I believe it can – and will – help deliver a better future. I also believe it makes sound financial sense because there is no real alternative to shifting to […]
November 10th, 2021
I have been asked to comment a number of times recently on what I think the recent regulatory announcements might mean for financial advisers. Although I have been appointed onto DLAG the future remains unwritten of course – but I did pull together a few thoughts for FT Adviser recently which I hope you may […]
September 18th, 2021
We are delighted to invite you to sign up to our annual event which is being held in two parts this year: an all day Zoom conference on 6 October, and an informal London drinks reception on 13 October. Sign up links for both events are below. 6 October all day event 10 […]
July 13th, 2021
This information relates to Fund EcoMarket user activity from 1 January – to 30 June 2021 Key findings: Use of the Fund EcoMarket (retail sustainable investment fund tool) website increased by 15% over the six months to 30 June (from H2 2020), pointing to continued growth in interest in retail ESG and sustainable investment. The […]
May 18th, 2021
Our recent ILP Moneyfacts article exploring ESG fund strategies and ‘divestment vs stewardship’
April 13th, 2021
I am delighted to be able to share our new (A4) downloadable & printable Fund EcoMarket brochure… Download Fund EcoMarket May 2021 brochure via this link. The brochure includes the following: An introduction to the Fund EcoMarket fund database tool A snapshot of the number of funds in each of our ‘SRI Styles’ A […]
March 8th, 2021
infographic showing diversity of retail ESG fund options
February 23rd, 2021
Here is the link to our most recent newsletter – published yesterday. To subscribe to our newsletter please sign up here. This includes information on the new filter options (under the header of the filter field they sit in) that we have added to Fund EcoMarket to reflect recent market developments. An explanation of […]
February 10th, 2021
A big thank you to Intelligent Partnership for sending me a lovely, smart version of the brief ‘Thought Leadership’ piece I wrote for them last month. The brief article highlights the relevance of financial services intermediaries considering sustainable investment when discussing estate planning with clients. You can download my article here: SRI thought leadership article […]
January 6th, 2021
Happy New Year… I very much hope you and yours are well and coping with the situation we find ourselves in once again. COVID, aside (and that is the last time I will mention it) 2020 was another great year for SRI Services. This blog is to give you a quick overview of how […]
October 28th, 2020
I am delighted to report that we have just loaded the videos from our first ever online ‘SRI Services and Partners’ online Good Money Week event onto our YouTube channel. The sessions are listed in chronological order on a play list – here. 288 financial advisers and others attended on the day and the feedback […]
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 […]
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 […]
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 […]
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 […]
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
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 […]
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 […]
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 […]
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 […]
October 18th, 2019
FCA statement on climate change and green finance
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 […]
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 […]
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 […]
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! […]
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 […]
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’ […]
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 […]
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 […]
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 […]
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 […]
I am delighted to share our response to the FCAs recent ‘Sustainability Disclosure Requirements (SDR) and investment labels‘ discussion paper. Our response was rather lengthy, so you may prefer to focus on the summary of key points below (the text below is ‘as submitted’): Download our response here: FCA SDR DP 21 4 SRI Services […]
Below is a list of the top 50 filter options selected by Fund EcoMarket users during the course of 2021. This shows that, as in previous years, a wide range of filters are used by Fund EcoMarket users, most probably as that is what is required in order to offer advice on sustainable investment […]
ShareAction has just published their 2021 report on shareholder voting. The gist of the report is that many shareholders, most importantly amongst them the largest (because they have the most votes) are not supporting shareholder resolutions on environmental and social issues – even when their proxy advisers are recommending they should. There will doubtless be […]