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 SRI and ethical investmentsbig 3 cropped

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

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

External Sources – for reference

Pension Actuaries Climate Risk warning letter

 

Sign Up to our Newsletter

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

Click Here

Latest News

‘Ethical Tipping Point’- Investment Life & Pensions Moneyfacts article
July 12, 2019

For a great overview of the SRI / ESG / Ethical fund market you might like to take a look at this month’s Investment Life and Pensions Moneyfacts deep dive article – attached here  – which I am delighted to be quoted in,  alongside our good friends at EdenTree, King & Shaxson – and survey […]

Media release: Use of Fund EcoMarket trebled
July 9, 2019

Media release 9 July 2019 Use of the Fund EcoMarket (SRI) fund tool has trebled over 12 months – with users indicating growing interest in both sustainability and ethical issues. Figures released today by SRI Services point to rapidly growing interest in environmental, social and ethical investment in the retail (individual) investment market. Use of […]

UK launches Green Finance Strategy & Green Finance Institute
July 3, 2019

The ever increasing flow of activity in our area has accelerating further this week with the launch of the Government’s Green Finance Strategy ‘Transforming finance for a Greener future’ and the launch of the BEIS and Corporation of London supported  ‘Green Finance Institute’. (2 July 2019). Both are greatly welcome initiatives and we look forward […]