Downloads & support for financial advisers

Helping you to offer advice on SRI and ethical investments

 Understanding & using Fund EcoMarket:

• Download ‘Fund EcoMarket 5 step advice’ brochure – an example of the steps you need to go through in order to identify relevant, appropriate SRI options.
• Download  ‘SRI Styles in Brief’ pdf – a brief overview of our SRI Styles.  A useful prompt when with a client! See our SRI Styles Directory for a more detailed explanation.

Identifying sustainable, responsible and ethical investment aims

• Download SRI StyleFinder Questionnaire pdf  (this document can be sent to a client.  When returned to you,  you can input their responses into the online questionnaire in order to identify their best fit SRI Styles.  You can then tick the relevant boxes in the ‘SRI Styles’ filter option to find relevant fund options.
• Go to SRI StyleFinder on line questionnaire on Fund EcoMarket to identify preferred SRI Styles.  (This has a report function for adviser audit trail purposes).

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.

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)

Additional Articles

• 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

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

Further published articles and guides:

• ILP Moneyfacts annual – Ethical Funds Survey July 2017 by Richard Eagling
• Actuaries warn of climate risk article ‘A convenient intervention’  – Julia Dreblow Moneyfacts 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 – compiling expert opinion on ‘Why it matters where we invest’.  Written 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
• CII SRI thinkpiece download by Julia Dreblow
• sriServices CISI presentation 2017 :  CISI Wales SRI & FEM overview jan17 FINAL

Go to sriServices literature directory for earlier literature.

External Sources

Pension Actuaries Climate Risk warning letter