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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

App

To download our fund information as a (free) App search ‘Fund EcoMarket’  on the iOS (Apple) App Store or Google Play (for Android).  The app has adviser prompts/suggested text under the ‘?’ on each filter field.

Videos

Archive:

Fund literature for financial advisers is is also available via AssetQ

 

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Latest News

Fund EcoMarket changes – New Styles and Subfund data
September 24, 2020

Over the last six months we’ve been working on a number of pretty major changes to Fund EcoMarket. App The first major change, that you may be aware of, was to launch our new, also free to use, App which is available both via Apple and Google App stores (search ‘Fund EcoMarket’). SRI Styles changes […]

Keynote speaker announced for 21 October SRI Services and Partners event
September 2, 2020

SRI Services and Partners annual ‘Good Money Week’ ‘virtual’ event – 21 October 2020 I am delighted to announce that the FCA’s Director of Strategy, Richard Monks, has agreed to give the keynote address as this year’s SRI Services and Partners Good Money Week event. Sign up to the ‘SRI Services and Partners’ 21 October […]

Which? report on ethical investment
August 5, 2020

I’m delighted to have been able to support Which? with their recent ethical investment report (and for both SRI Services & Fund EcoMarket to have earned a mention online and in their magazine.) The report is a good introduction to the sector and one individual investors are likely to find very useful, with quotes from […]