the sustainable, responsible and ethical investment information hub
The purpose of our tool is to help users understand funds that are promoted as ESG, ethical, responsible or sustainable investments. We do this via a combination of filters, text fields and link that make funds searchable and comparable – whilst also supplying in depth additional information.
All of our information is supplied directly by fund managers.
We ask all fund managers to supply information as we want the site to be as comprehensive as possible.
Where no information is supplied we copy text from the fund mananger’s website and display the source whenever possible.
Fund EcoMarket has the following search and filter options:
Once you have generated a list of funds you can use the ‘sort by’ function to reorder your findings (see top right of fund list).
We aim to list all regulated, retail, onshore sustainable, responsible, ESG and ethical funds on Fund EcoMarket – as well as a number of invited additional entries (mostly SICAVs and DFMs).
We offer over 180 filter options to help explain fund strategies. ‘Policies, Issues & Themes’, ‘Aims & Approaches’ and ‘Responsible Ownership’ filters. The database will only list funds that meet all of the selected filter options from these fields.
Text and Links to fund manager websites support more detailed research. This is displayed as provided by fund managers. We do not amend their text (other than for formatting purposes).
We do not charge fund managers for adding their data to the site, however partner funds are displayed first.
The website includes hover over explanatory text for all of the filter fields. Due to design limitations hover over text is not available on the Fund EcoMarket app.
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 […]
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 […]
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 […]