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

Top 50 Fund EcoMarket searches April 2019
May 7, 2019

In a month when climate change was constantly in the news it will surprise few to see that Fund EcoMarket users regularly searched for fund options listed as: ‘sustainability themed’, ‘environmentally themed’, ‘environmental policy’, ‘climate change policy’, ‘avoids coal, oil & gas majors’, ‘invests in clean energy / renewables’ . The high ranking of ‘animal […]

April ‘inSRI’ newsletter link
May 2, 2019

For a quick round up of our activity (Feb – April 2019) and other SRI related news (that will hopefully be of use to financial services intermediaries!)  here is a link to our latest ‘inSRI’ Newsletter.  This includes a big ‘welcome’ to EdenTree our most recent sponsoring partner!         https://mailchi.mp/c28ca44c4068/sri-services-and-fund-ecomarket-news-april-2019  

UKSIF ‘Ownership Day’ fund manager survey ‘Oil Pressure Gauge’
May 2, 2019

On 1 May UKSIF celebrated its annual ‘Ownership Day’ with an event at the London Stock Exchange and the publication of a fund manager survey that looks into how different managers view the oil industry ‘Oil Pressure Gauge’ .  Its focus is around ‘responsible ownership’ or what many now call ‘stewardship’ and the role it […]