Downloads & support for financial advisers and intermediaries

Helping you to offer advice on SRI and ethical investments

 Understanding & using Fund EcoMarket:

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

• Fund EcoMarket flyer Jan18

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:

• Download 2016 ‘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.

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:

• 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.

Additional Articles

•  February 2018 FT Adviser Impact Investment article by Julia Dreblow – ‘Building a more humane world has caught the imagination…’
• SRI Services ILP Moneyfacts December 2017 article by Julia Dreblow ‘Anything but Vanilla’
• 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
• 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 – 30 expert opinions on ‘Why it matters where we invest’.  Compiled 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
• sriServices CISI presentation 2017 :  CISI Wales SRI & FEM overview jan17 FINAL
• CII SRI thinkpiece download by Julia Dreblow – 2016

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