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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 ESG, ethical and sustainable investments

The download includes an example ESG/SRI advice process, how the different ‘SRI Styles’ map against ‘Big 3’ client aims (personal values, financial/business case – and positive impact) and an introduction to Fund EcoMarket.

Additional SRI Styles downloads

Videos

Archive:

Fund literature for financial advisers is is also available via AssetQ

 

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Latest News

Adviser training video
May 18, 2020

In the spirit of #BuildBackBetter this is me sharing a #Sustainable and #ResponsibleInvestment training video I recently put together for some financial advisers’ who’s #ESG training day had to switch format. The learning objectives relate to an introduction & overview of the Sustainable and Responsible Investment  market and how to research  ESG/SRI funds (using Fund […]

Covid and the Future of ESG – Money Marketing Interview
April 24, 2020

Just published –  Justin Cash, Editor of Money Marketing interviews Julia Dreblow of SRI Services on ‘Covid and the future of ESG’ (A ten minute listed.)       24 April 2020

What did Fund EcoMarket users search for in Q1 2020
April 14, 2020

Of 13,007 total events (ie individual clicks on filter options) during Q1 2020 (1 January to 31 March) the list below shows those ranked in the top 50 searches. Once again, this demonstrates the breadth of information sought by financial advisers and others with an interest in sustainable, responsible and ethical investment (SRI) and points […]