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Performance of ‘Ethical/Sustainable’ funds vs ‘Non Ethical’ July 2021

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 […]

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

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 […]

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 […]

EU ESG consultations – SFDR & Disclosure

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 […]

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 […]

Coronavirus and ESG – early fund manager responses

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 […]

BlackRock sustainability announcement

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 […]

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  […]

interactive investor launches ethical ‘ACE’ list with help from SRI Services

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 […]

Understanding Sustainability funds

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). […]

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 […]

FT Adviser Impact Investment article by Julia Dreblow

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 […]

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Latest News

SRI Services shortlisted for Investment Week ESG Awards
September 9, 2021

I am truly delighted to be able to announce that SRI Services has been shortlisted for two Investment Week (Incisive Media) awards this year. The two categories we entered & are shortlisted for are: Best Sustainable & ESG Research & Ratings Provider Best Sustainable and ESG Support Service Provider or Consultancy This is particularly pleasing […]

‘The future of (sustainable) investment’ – Moneyfacts article
August 23, 2021

My thanks, once again, to Investment Life and Pensions Moneyfacts magazine for publishing my article on ‘the future of (sustainable) investment.’ The article is a roundup of the important regulatory developments that are emerging in this area – as well as the need for urgency in switching all investments onto a sustainable footing. The piece […]

Performance of ‘Ethical/Sustainable’ funds vs ‘Non Ethical’ July 2021
August 23, 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 […]