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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 investments

big 3 cropped Understanding & using Fund EcoMarket:

Download our ‘Screened, Themed and Engaged’ Fund EcoMarket fund and advice process overview  here.

You can download the Big3_Table page here as a stand alone item.  (This plots the 8 SRI Styles against the 3 most common client areas of interest in this area.)

Other items:

Fact Finding support

  • Download a hard copy of our SRI StyleFinder Questionnaire pdf  this document 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.
  • Go to SRI StyleFinder on line questionnaire on Fund EcoMarket to identify preferred SRI Styles.  This is a microsite and does not link back to Fund EcoMarket – you can send this link to your clients. (This has a report function for adviser audit trail purposes).
  • Download our Supplementary fact find questionnaire that mirrors the filter options on Fund EcoMarket – helping you to identify specific areas of interest to a client.

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

  • See Citywire and Asset TV interviews via Fund EcoMarket home page.
  • PFS training event recording & slides are available via the Literature page above.
  • Introduction to sriServices & Fund EcoMarket here –  See below – recorded at our ‘Screened, Themed & Engaged 2016′ event 9 November 2016 (the day of the US election results).
    • Panel Session 1 (panel members: Alliance Trust Investment (now Liontrust team), Sarasin & Partners, Rathbones, Unicorn Asset Management, Ethical Futures, MSCI)
    • Panel Session 2 (follows on from session 1)

External Sources

Pension Actuaries Climate Risk warning letter

 

 

CISI event January 2017

RSMR Event November 2017

 

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Latest News

SRI Services welcomes FCAs proposed review on SRI, ESG & ethical concerns
July 20, 2018
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I am running rather late with blogs at the moment as there is so much happening – but felt it important to flag the news that the FCA is looking into the area of ESG/SRI in Q1 2019 – as part of their response to the Law Commission’s  review of Pensions and Social Investment. None […]

DWP pension consultation – deadline 16 July
July 12, 2018
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For those wishing to respond to the current DWP Pension scheme trustee consultation, which will undoubtedly have a significant impact on the way DC schemes view SRI/ESG/Impact investment, here is the link to the current consultation: ‘Consultation on clarifying and strengthening trustees’ investment duties’. Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2018 In brief, […]

ILP Moneyfacts: SRI lightbulb moment editorial
July 12, 2018
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Investment Life and Pensions Moneyfacts magazine’s front page piece this month is devoted to ‘sustainable, responsible and ethical investment’. The editorial, which you can read here focuses on the shifts in regulation that have been a lightbulb moment for investors – who are increasingly recognising the importance of environmental and social issues. The article includes a […]