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SRI Services & Partners Good Money Week 2020 event videos now live!

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 […]

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 […]

Investment Life & Pension Moneyfacts SRI feature

July 22nd, 2020

It is lovely to have contributed once again to ‘Investment Life and Pensions Moneyfacts’ editor Richard Eagling’s annual SRI feature – entitled ‘Green Power’ . In addition to lots of great commentary the market performance statistics are fantastic, with their analysis showing ‘All ethical funds’ performance outstripping ‘All non ethical funds’ over 1, 3, 5, […]

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 […]

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Latest News

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

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

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

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

UK retail SRI market size
November 24, 2020

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