Downloads & support for financial advisers and intermediaries

Helping you to offer advice on SRI and ethical investments

• Fund EcoMarket overview (adviser/intermediary support) PDF download here

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

• Download  ‘SRI Styles in Brief’ pdf  (Sept 18) a single page overview of the Fund EcoMaket SRI Styles.  ( See our SRI Styles Directory for a more detailed explanations).

• For Fact Finding downloads see our Fact Find page here.

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

• November 2018 Investment Life and Pension Moneyfacts ‘Make Some Noise’ article by Julia Dreblow
• Investment Life and Pensions Moneyfacts July 2018 SRI article by Richard Eagling 
• 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

• Go to our SRI Services YouTube channel

External Sources – for reference

Pension Actuaries Climate Risk warning letter