the sustainable, responsible and ethical investment information hub
The Corporate Activity filter list options relating to who is involved in running the ESG / SRI activity within (or on behalf of) a fund management company – and the resources they employ. (The ‘who?)’
This is a fast moving area and fund managers are increasingly active in this area, but they do so in many different ways.
We split this ‘company wide’ variation into four broad groups:
Please keep in mind that these options are company wide – not not fund specific. As such they may apply to both individual funds with SRI remits (as listed here) and/or ‘across the board’ – perhaps covering all of the assets they manage.
The ‘Responsible Ownership’ SRI Styles expands on this ‘company wide activity’ – supplementing fund specific information. The purpose of displaying this additional information is to supply information on useful points of differentiation that may help you to select between fund managers. We also hope it will highlight (and therefore help to support) what we recognise as welcome, forward looking and constructive additional strategies that some fund managers chose to undertake.
Please note – we have not surveyed all fund managers for ‘Responsible Ownership’ information – fund managers listed in the Responsible Ownership SRI Style are listed ‘by invitation only’. (Corporate Activity information is however listed for all individual funds listed on Fund EcoMarket.)
I am delighted to announce that our event videos are now live on the SRI Services YouTube channel. Each session was recorded – so for anyone who was unable to attend this is the next best thing. (nb The event was CPD accredited so you may like to keep a record of the sessions your […]
Just a brief note to let you know about some of the changes we have made to Fund EcoMarket recently. Changes to functionality You can now… Use the new map on our ‘Find an Adviser’ area – which enables potential adviser clients to find local advisers more easily. You can now use the Search ‘recently […]
The Investment Association’s long awaited Responsible Investment framework launched today (18 November 2019). Although I am yet to digest the detail, this looks entirely constructive to me. The IA team have differentiated between different fund options sensibly {thereby avoiding the ‘binary thinking trap’) and recognised the relevance of both individual funds and fund management companies. […]