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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

 

Recent event feedback:

Feedback from our  January 2021 CISI ‘Getting started in Sustainable Investment’ presentation:

  • I thought Julia’s overview was excellent. What an amazing database to be able to access. The fact that it isn’t subscription based is a major plus for advisers starting out like myself. I thought this was very engaging and appreciated the way it offered a way to engage with clients meaningfully with the advisor as the facilitator. I will use the ‘deep dive to paddle’ spectrum and lipstick on a pig analogy!
  • Fascinating in-depth tour of the world of sustainable and responsible investing by an accomplished practitioner.
  • Brilliant webinar full of useful information and guidance. I’ll certainly be downloading the Fund Ecomarket app.
  • I thought Julia showed a wealth of knowledge on her subject. It is a subject that I will raise with my fellow directors and I believe we will be looking to use her website within our process.
  • Very focused, very clear explanations, slides not too busy.  Highlighting the existence of the Fund EcoMarket app was great.

October 2021 annual SRI Services and Partners Good Money Week event feedback 

Attendees: 288

  • 51% gave us 5 – Excellent
  • 41% gave us 4 – Very good
  • 8% gave us 3 – Good

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Latest News

How global events are affecting impact and sustainable investments
April 28, 2022

A video recording of the 60 minute presentation M&G climate fund manager Randeep Somel, CFA and I gave earlier this week is now available on the M&G Wealth Platform (previously Ascentric). My main task was to introduce the impact investment fund spectrum – the similarities and differences between funds that focus on generating positive impacts as […]

Further thoughts on sustainable fund labelling
March 31, 2022

A similar version of the following text was first published in our March 2022 newsletter.   FCA Disclosures and labels (DLAG) – my involvement with the FCA, on their Disclosures and Labelling Advisory Group is proving both interesting and tough. We have had many meetings and the level of engagement has been impressive – but […]

Some thoughts on the Purpose, Positioning and Priorities of sustainable investment
March 18, 2022

A big thank you to our friends at Investment Life and Pensions Moneyfacts for publishing – and putting on the front cover – my latest piece on sustainable investment. You can download a pdf of the text here: 16-17 Purpose, Positioning and Priorities   The text – as submitted – is below. Sent to Investment […]