Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
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, […]
October 17th, 2019
The news that a third of XPS pension schemes either have an IFA or are likely to be looking for one is important news for the ESG/SRI community – and I’d like to thank Mike Clark (Ario Advisory), who spoke at our event last Wednesday, for bringing the following to my attention. This, to […]
September 12th, 2018
The article below my ‘preamble’ is reproduced with kind permission from ‘Responsible Investor’ – published yesterday (11/9/2018). But first an introduction… Executive summary for retail professionals: In brief, the DWP has announced that they will expect pension trustees to consider ESG risks and opportunities – and specifically reference ‘climate change’ as an area they should […]
July 12th, 2018
For those wishing to respond to the current DWP Pension scheme trustee consultation, which will undoubtedly have a significant impact on the way DC schemes view SRI/ESG/Impact investment, here is the link to the current consultation: ‘Consultation on clarifying and strengthening trustees’ investment duties’. Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2018 In brief, […]
July 12th, 2018
Investment Life and Pensions Moneyfacts magazine’s front page piece this month is devoted to ‘sustainable, responsible and ethical investment’. The editorial, which you can read here focuses on the shifts in regulation that have been a lightbulb moment for investors – who are increasingly recognising the importance of environmental and social issues. The article includes a […]
June 18th, 2018
This morning, 18 June 2018, the Government published its final response to the 2017 Law Commission report on pension funds and social investment. The following information was published today by UKSIF (whilst I was working on our MiFID2 response*!): “The foreword is written by Guy Opperman MP, Minister for Pensions and Financial Inclusion, and Tracey Crouch MP, Minister for […]
December 19th, 2017
My latest article in Investment Life and Pensions Moneyfacts looks at some of the key messages from UKSIF’s Good Money Week 2017.
It also talks through some of the very different ways investors can offer ‘good’ options for investors, the changing SRI/ESG regulatory backdrop, some thoughts on ‘impact’, the UN SDGs and the great ‘labels and taxonomies’ debate.
December 18th, 2017
Pension funds and social investment: interim (government) response – 18 December 2017 SRI Services welcomes today’s report, which we view as taking pension schemes a step closer to being better able to meet the ‘Big 3’ (very different, but none the less important) ‘sustainable, responsible and ethical’ client/member aims, which believe are: to better reflect personal ethical values, to make sound […]
December 13th, 2017
12 points from our response to the DWP consultation into ‘where DC schemes invest’
The following points are a boiled down version of our response to the DWP’s recent consultation on the topic of: ‘Where DC pension schemes invest’
November 21st, 2017
DWP consultation: Disclosure of costs, charges and investments in DC schemes In October the Department for Work and Pensions issued the above consultation. Although focused on costs and charges this consultation is relevant to sustainable, responsible and ethical fund options as it also discusses making it easier for members to find out a bit more about where their schemes invest (both those using […]
August 7th, 2017
This month saw the publication of two SRI/ethical investment articles in ‘Investment Life and Pensions Moneyfacts’ magazine. One was written by Moneyfacts editor Richard Eagling, the other by myself. See here for the ILP Moneyfacts annual ethical and SRI fund survey – Ethical Funds Survey July 2017 See here for my climate risk article (and in particular […]
June 27th, 2017
We are delighted to welcome the Law Commission review of ‘Pensions & Social Investment’ published June 2017. This important review, whilst not fully digested yet, appears to support and even advance the view that social, as well as other related ethical and environmental considerations should form part of our pensions investment landscape and decision making. You can […]
June 16th, 2017
Actuaries sent risk warning by professional body (IFoA) regarding material risk of climate change for pension schemes and other clients.
Over the last six months we’ve been working on a number of pretty major changes to Fund EcoMarket. App The first major change, that you may be aware of, was to launch our new, also free to use, App which is available both via Apple and Google App stores (search ‘Fund EcoMarket’). SRI Styles changes […]
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 […]
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 […]