Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
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
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
External Sources – for reference
Pension Actuaries Climate Risk warning letter
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 […]
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
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 […]