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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

Downloads & support for financial advisers and intermediaries

Helping you to offer advice on SRI and ethical investmentsbig 3 cropped

This download includes an example advice process, an illustration of how the ‘Big 3’ client aims are met by the eight SRI styles – and and introduction to Fund EcoMarket.

Additional SRI Styles downloads

Fact Finding support

  • Go to the SRI StyleFinder on line questionnaire on Fund EcoMarket.  This microsite helps you to  identify preferred SRI Styles.  Intermediaries can send this link to clients if they wish as it does not link back to the Fund EcoMarket  site. (The Stylefinder tool has a report function so that clients can print or save their findings and give them to an adviser for audit trail purposes).
  • Download a hard copy of our SRI StyleFinder Questionnaire pdf  this document which can be sent to a client.  When complete you can use this information on our online SRI StyleFinder questionnaire to identify a client’s best fit SRI Styles.  Use this in the SRI Styles filter on Fund EcoMarket to find relevant fund options.
  • Download our Supplementary fact find questionnaire that mirrors the filter options on Fund EcoMarket – this helps to fill in any ‘gaps’ and is useful for client with specific areas of interest.

Additional support for financial advisers

IFA literature:

Additional Articles

Go to sriServices literature directory for earlier literature.

For Adviser Training or to join our ‘Find an Adviser’ area contact Julia@sriServices.co.uk

Additional Support –  join our LinkedIn Group, sign up to our newsletter (FS professionals only) and/or follow us on Twitter (open to all).  See Fund EcoMarket home page for buttons/links.

Fund Managers and product providers contact Julia@sriServices.co.uk

Return to Fund EcoMarket

Videos

  • Go to our SRI Services YouTube channel for 2018 (and earlier) event videos here.

External Sources – for reference

Pension Actuaries Climate Risk warning letter

Other links

CISI event January 2017

RSMR Event November 2017

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Latest News

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I am delighted to share the videos from our ‘Sustainability and Suitability’ SRI event for those who were unable to attend on the day. Keynote speaker Lord Deben’s climate change speech was a particular highlight.

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