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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.

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 

 

 

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Latest News

Feedback request to all Fund EcoMarket users
November 11, 2021

We are currently in the process of upgrading our online presence as we have rather outgrown the design of the sites we launched 11 years ago! We would be grateful if you could drop us an email on julia@sriservices.co.uk or funds@sriservices.co.uk with any comments and suggestions you might have. In particular we welcome your thoughts […]

What recent sustainability developments may mean for financial advisers
November 10, 2021

I have been asked to comment a number of times recently on what I think the recent regulatory announcements might mean for financial advisers. Although I have been appointed onto DLAG the future remains unwritten of course –  but I did pull together a few thoughts for FT Adviser recently which I hope you may […]

Appointment to FCA ‘Disclosure and Labels Advisory Group’
November 4, 2021

I am delighted to report that I have been appointed to the FCA’s new ‘Disclosure and Labels Advisory Group’. Details, published on 3 November 2021, can be found on the FCA website here, starting with the following text: “We are seeking initial views on new sustainability disclosure requirements for asset managers and FCA-regulated asset owners, as […]