FEM logo
Fund EcoMarket

the sustainable, responsible and ethical investment information hub

Downloads & support for financial advisers and intermediaries

Helping you to offer advice on ESG, ethical and sustainable investments

This download includes and introduction to Fund EcoMarket,  maps ‘SRI Styles’ against the ‘Big 3’ core client motivations and 7 client examples as well as fact finding information and what to watch out for over the coming year.

For Factfinding downloads see our Fact Find page here.

App

To download our fund database as a (free) App search ‘Fund EcoMarket’  on the iOS (Apple) App Store or Google Play (for Android).

  • The app has brief adviser prompts/suggested client text under the ‘?’ on each filter field.

Videos

Online training

Archive:

  • ’30 People, 30 years, 30 words’  Celebrating 30 years of ethical investment in the UK. 
    • This ‘guide’ includes ’30 expert opinions’ on ‘Why it matters where we invest’, many of whom were what was then often referred to as ‘the founding fathers of (UK) ethical investment’.
    • The document was compiled by Julia Dreblow in 2014 (kindly published by PanaceaAdviser) to celebrate ’30 years’ since the launch of the UKs first ethical fund in 1984 (the Stewardship funds).  Contributors include diverse ‘leaders’ from the period 1984 to 2014.
    • Each contributor explains in ’30 words’ why it matters where we invest.  Many also contributed addition text to explain their views in further detail and explain their personal stories.
  • CII Thinkpiece ‘SRI: Environmentally, Socially and Financially Useful’ by Julia Dreblow, published 19 September 2016
  • Archived articles  are available via the SRI Services Literature directory 

 

 

Sign Up to our Newsletter

If you are a Financial Services Industry professional you can sign up for our newsletter

Click Here

Latest News

SRI Services response to FCA SDR and labels consultation DP21/4
January 17, 2022

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 […]

Top 50 Fund EcoMarket sustainable investment searches 2021
January 17, 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 […]

ShareAction report on asset managers’ proxy votes
December 17, 2021

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 […]