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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 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.

Additional SRI Styles downloads

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 

 

 

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Latest News

SRI Services welcomes new FCA ‘ESG and Sustainable Investment Principles’
July 19, 2021

SRI Services welcomes new FCA ESG and Sustainable Investment Principles

Six Monthly Fund EcoMarket user report – exploring sustainable investment trends.
July 13, 2021

 This information relates to Fund EcoMarket user activity from 1 January – to 30 June 2021 Key findings: Use of the Fund EcoMarket (retail sustainable investment fund tool) website increased by 15% over the six months to 30 June (from H2 2020), pointing to continued growth in interest in retail ESG and sustainable investment. The […]

Regulatory developments in sustainable investment (July 2021)
July 12, 2021

As you will know, the focus on ‘ESG’ (environmental, social and governance) has ramped up  dramatically recently right through the investment value chain.  News is now emerging almost daily from all quarters – from the public facing NGOs (notably Make My Money Matter)  through to the United Nations – via UK government departments and our […]