Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
February 15th, 2021
This month’s Investment Life and Pensions Moneyfacts magazine has kindly published an article I have writen for them regarding the FCA’s proposed Sustainable Investment Principles which were first aired at our conference last year. You can download the article here: ILP Moneyfacts February 2021 Climate of Change As discussed in the article the principles remain […]
February 10th, 2021
A big thank you to Intelligent Partnership for sending me a lovely, smart version of the brief ‘Thought Leadership’ piece I wrote for them last month. The brief article highlights the relevance of financial services intermediaries considering sustainable investment when discussing estate planning with clients. You can download my article here: SRI thought leadership article […]
March 27th, 2020
This has undoubtedly been a memorable (and pretty miserable) week, month and indeed quarter. My first thoughts, when the horrible seriousness of Coronovirus started to become clear, may however have been a little different from some in that they were not entirely negative… Aside from the fears about relatives – my mother-in-law is recently bereaved, […]
December 6th, 2019
I am delighted to announce that our event videos are now live on the SRI Services YouTube channel. Each session was recorded – so for anyone who was unable to attend this is the next best thing. (nb The event was CPD accredited so you may like to keep a record of the sessions your […]
November 13th, 2019
Recent media coverage, generated in part in response to a recent report by SCM*, indicates that greenwash fears are growing apace. This is of course a huge shame as when we talk about funds that focus on environmental, social and ethical issues we would all much rather be talking about their benefits relative to their […]
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). […]
April 14th, 2019
After working out that recording ‘live’ videos is not in fact a walk in the park… I am delighted to say that we now have three brand new introductory SRI training videos on YouTube. Before you click through can I please ask you to help us by clicking ‘Follow’ when you go on to the SRI Services […]
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 15th, 2018
The FCA issued a discussion paper today on ‘Transforming Culture in Financial Services’ – DP18/2. I have written and spoken on this topic many times – as I too believe that retail financial services would benefit from a cultural shift. My concern is that the financial services system as it stands is not particularly conducive to recognising the importance […]
I am delighted to be able to share our new (A4) downloadable & printable Fund EcoMarket brochure… Download via this link: FEM brochure April 2021 Final The brochure includes the following: An introduction to the Fund EcoMarket fund database tool A snapshot of the number of funds in each of our ‘SRI Styles’ A ‘filter field […]
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 […]
We have today updated our Fund EcoMarket ‘SRI Styles’ fund classifications to combine ‘Negative Ethical’ and ‘Balanced Ethical’ funds into a single style now called simply: ‘Ethical’. When we created Fund EcoMarket back in 2010 by far the largest proportion of funds in this area were referred to as ‘ethical’ – and focused significantly on […]