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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

SRI Styles

Data sharing with Fidelity platforms

February 8th, 2022

I am delighted to report that in line with our core aim of ‘helping to change how people invest’  we have been working with Fidelity to bring key elements of our Fund EcoMarket database onto the Fidelity Adviser Solutions’ platform (previously FundsNetwork) and client (PI) fund platforms. Some of our data has already started to […]

Top 50 Fund EcoMarket sustainable investment searches 2021

January 17th, 2022

  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 […]

Appointment to FCA ‘Disclosure and Labels Advisory Group’

November 4th, 2021

I am delighted to report that I have been appointed to the FCA’s new ‘Disclosure and Labels Advisory Group’. The ‘Sustainability Disclosure Requirements (SDR) and investment labels’ paper that this relates to was published on 3 November 2021, can be found on the FCA website here, starting with the following text: “We are seeking initial […]

New Fund EcoMarket brochure available for download

April 13th, 2021

I am delighted to be able to share our new (A4) downloadable & printable Fund EcoMarket brochure… Download Fund EcoMarket May 2021 brochure via this link.   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 […]

SRI Styles update – ‘ethical’ funds now in single category

March 16th, 2021

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 […]

Fund EcoMarket roundup and top 100 searches in 2020

January 6th, 2021

  Happy New Year…   I very much hope you and yours are well and coping with the situation we find ourselves in once again. COVID, aside (and that is the last time I will mention it) 2020 was another great year for SRI Services. This blog is to give you a quick overview of how […]

New Fund EcoMarket brochure

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.

Fund EcoMarket changes – New Styles and Subfund data

September 24th, 2020

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 […]

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Latest News

London Climate Week – (free) Excel event tickets – 28 & 29 June
June 15, 2022

  London Climate Week event on 28 & 29 June  I happily agreed to become involved with a major London Climate Week event run by Reset Connect some time ago. The event is now only two weeks away. I did so mostly because I am always keen to help and encourage intermediaries to learn about climate issues […]

A collection of responses to HSBC’s Kirk extraordinary climate speech
May 27, 2022

Earlier this week I set out my initial response to HSBC’s head of Responsible Investment – Stuart Kirk’s – extraordinary presentation on climate risk  (see blog linked below). In the interest of understanding different points of view – here is a collection of  articles and opinions about his speech that we believe are relevant to […]

‘Man who jumps on bandwagon accuses fellow passengers of being on bandwagon’
May 23, 2022
HSBC

…and has now been rightly suspended by HSBC. There is so much to say on this story, but let me start by saying I have no desire to ‘bash’ HSBC. Big banks are imperfect and have, in my view, propped up the fossil fuel industry for far too long – but that is not what […]