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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 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.)

SRI Styles downloads

Fact Finding support

  • Go to the SRI StyleFinder on line questionnaire on Fund EcoMarket.  This microsite helps you to  identify preferred SRI Styles.  Intermediaries can send this link to clients if they wish as it does not link back to the Fund EcoMarket  site. (The Stylefinder tool has a report function so that clients can print or save their findings and give them to an adviser for audit trail purposes).
  • Download a hard copy of our SRI StyleFinder Questionnaire pdf  this document which 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.
  • Download our Supplementary fact find questionnaire that mirrors the filter options on Fund EcoMarket – this helps to fill in any ‘gaps’ and is useful for client with specific areas of interest.

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

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September 12, 2018
DWP Pensions consultation

The article below my ‘preamble’ is reproduced with kind permission from  ‘Responsible Investor’ – published yesterday (11/9/2018). But first an introduction… Executive summary for retail professionals: In brief, the DWP has announced that they will expect pension trustees to consider ESG risks and opportunities – and specifically reference ‘climate change’ as an area they should […]

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SRI Services welcomes FCAs proposed review on SRI, ESG & ethical concerns
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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 […]