Downloads & support for financial advisers and intermediaries

Helping you to offer advice on SRI and ethical investments

• Fund EcoMarket overview (adviser/intermediary support) PDF download here

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

• Download  ‘SRI Styles in Brief’ pdf  (Sept 18) a single page overview of the Fund EcoMaket SRI Styles.  ( See our SRI Styles Directory for a more detailed explanations).

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:

• See sriServices Literature directory for additional downloads, articles, support materials and links
• CII Thinkpiece ‘SRI: Environmentally, Socially and Financially Useful’ by Julia Dreblow, published 19 September 2016
• SRI Advice Process flowchart.

Additional Articles

• November 2018 Investment Life and Pension Moneyfacts ‘Make Some Noise’ article by Julia Dreblow
• Investment Life and Pensions Moneyfacts July 2018 SRI article by Richard Eagling 
• February 2018 FT Adviser Impact Investment article by Julia Dreblow – ‘Building a more humane world has caught the imagination…’
• SRI Services ILP Moneyfacts December 2017 article by Julia Dreblow ‘Anything but Vanilla’
• Ethical Funds Survey July 2017 August 2017 by ILP Moneyfacts Editor Richard Eagling
• Climate Risk and Actuaries ILP Moneyfacts article ‘A Convenient Intervention’ Julia Dreblow Feature July 2017
• ILP Moneyfacts ‘Stranded Assets’ article by Julia Dreblow August 2015
• ILP Moneyfacts ‘Stepping Stones for SRI Success’ article by Julia Dreblow May 2015
• ’30 People, 30 years, 30 words’ guide – 30 expert opinions on ‘Why it matters where we invest’.  Compiled by Julia Dreblow published by PanaceaAdviser.
• RSMR/sriServices Adviser Guide – a collaborative guide
• Asset TV video ‘SRI Masterclass’ Mike Appleby / Julia Dreblow interview
• Citywire adviser video Julia Dreblow interview
• sriServices CISI presentation 2017 :  CISI Wales SRI & FEM overview jan17 FINAL
• CII SRI thinkpiece download by Julia Dreblow – 2016

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