Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
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 […]
December 2nd, 2021
A big thank you to ESG Clarity for inviting me to write a piece on the important topic of sustainable investment fund labelling. The first few paragraphs are copied below. Labels won’t save the planet but they help investors. ‘Words, research and analysis will not save a single tree – only action will’ Let’s start […]
July 19th, 2021
SRI Services welcomes new FCA ESG and Sustainable Investment Principles
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’
October 27th, 2020
I am delighted to inform you that our new brochure has been finalised and is available to download. This can be used for learning support, as ‘aide memoire’ or as a ‘sales aid’. Click here to download: Fund EcoMarket A4_Singles Oct 2020 FINAL The above version is 6 x A4 pages.
August 5th, 2020
I’m delighted to have been able to support Which? with their recent ethical investment report (and for both SRI Services & Fund EcoMarket to have earned a mention online and in their magazine.) The report is a good introduction to the sector and one individual investors are likely to find very useful, with quotes from […]
March 3rd, 2020
Once a year we gather ideas about what we could usefully add or alter on the Fund EcoMarket filter options – ahead of doing our annual research update for all funds. As always there were dozens of options that we could have added, but in the interest of not letting the fund tool become too […]
December 6th, 2019
Just a brief note to let you know about some of the changes we have made to Fund EcoMarket recently. Changes to functionality You can now… Use the new map on our ‘Find an Adviser’ area – which enables potential adviser clients to find local advisers more easily. You can now use the Search ‘recently […]
November 18th, 2019
The Investment Association’s long awaited Responsible Investment framework launched today (18 November 2019). Although I am yet to digest the detail, this looks entirely constructive to me. The IA team have differentiated between different fund options sensibly {thereby avoiding the ‘binary thinking trap’) and recognised the relevance of both individual funds and fund management companies. […]
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 […]
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 […]