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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 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

 

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Latest News

Top Fund EcoMarket searches February 2019
March 12, 2019

Below is a list of the top 50 filter searches carried out by users of  Fund EcoMarket during February 2019. These are from a total of 1,726 ‘events’. If you are looking for evidence of growing interest in this area and the diversity of things people want or need to know about here it is! (I […]

Link to our February 2019 newsletter
March 6, 2019

  February newsletter link here.    

SRI Services response to ESMA Consultation Paper ‘On Integrating sustainability risks and factors into MIFID II’
February 21, 2019

SRI Services was delighted to have had the opportunity to respond to the ESMA Consultation Paper ‘On Integrating sustainability risks and factors into MIFID II’ earlier this week (even though it did seem a bit strange doing so given Brexit…) In brief, the paper (European Securities and Markets Authority – ESMA35-43-1210)  proposes ESG/Sustainability related fact […]