Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
August 23rd, 2021
The following table has been kindly supplied by Moneyfacts and is published in this month’s Investment Life and Pensions Moneyfacts magazine. It shows the performance of (what Moneyfacts refer to as) ‘Ethical’ vs ‘Non Ethical’ funds. In summary, it shows a consistent, and in many places remarkable, picture of outperformance for ethical equity funds over […]
November 26th, 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 […]
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 […]
June 19th, 2020
Introduction The EU has a raft of consultations ongoing aimed at driving investment to be more focused on sustainability. I am yet to give these the time they deserve, but to help you keep up to date here are some thoughts and links you may like to digest… Although their work on sustainable finance has […]
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 […]
March 29th, 2020
With the ethical and social aspects of coronavirus being plain to see and markets wobbling horribly we have started to pull together some early comments published by the sustainable, responsible and ethical investment fund mangers that partner with Fund EcoMarket. Su and I will be writing out to all of our partner fund managers asking […]
January 17th, 2020
BlackRock founder and CEO Larry Fink has been making headlines this week with the announcement on Tuesday (14/1/20) that BlackRock are making major changes to their business, putting sustainability – and in particular climate change – at the heart of their business operations. This is a welcome and important development. Some commentators have pointed out […]
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 […]
September 10th, 2019
SRI Services is delighted to announce that we have been working with interactive investor in the development of their ‘ACE’ list of ethical, sustainable, ESG, impact and responsible investment funds. The list, which is now live on their website, shows all the funds in this sector (none are excluded) alongside ‘jargon free’ classifications. Each fund […]
April 18th, 2019
A growing number of funds are now marketed as being ‘sustainability themed’ or having sustainability related themes (often in addition to ethical, ESG or other SRI strategies). These funds employ many different strategies, methods and ‘lines of thought’. For most, sustainability is demonstrably central to their investment proposition (via various policies, themes and research criteria). […]
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 […]
March 6th, 2018
With rapidly growing interest in the area of how investments can have a positive impact I was recently asked by FTAdviser to write a brief article on this topic. In case you missed it amidst all the weather inflicted chaos last week you can view the full article here, or read the text below. ===== Ethical/SRI February […]
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 […]