Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
November 4th, 2021
I am delighted to report that I have been appointed to the FCA’s new ‘Disclosure and Labels Advisory Group’. The ‘Sustainability Disclosure Requirements (SDR) and investment labels’ paper that this relates to was published on 3 November 2021, can be found on the FCA website here, starting with the following text: “We are seeking initial […]
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 12th, 2021
[Please see my more recent ‘Principles’ blog as the FCA Sustainable Investment Principles are now live.] As you will know, the focus on ‘ESG’ (environmental, social and governance) has ramped up dramatically recently right through the investment value chain. News is now emerging almost daily from all quarters – from the public facing NGOs (notably […]
June 17th, 2021
CCRA3 makes for sober reading – showing the UK is failing to take the necessary steps to adapt to climate change
June 17th, 2021
Recognising real sustainability and the race to net zero
March 25th, 2021
During UKSIF’s excellent ‘Ownership Day’ event today I was delighted to hear from their keynote speaker Mark Manning of the FCA, that the Chancellor of the Exchequer Rishi Sunak has formally written to Nikhil Rathi, Chief Executive of the FCA, with notification that the government now requires climate change to form part of the regulator’s […]
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 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 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, […]
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 […]
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 […]