‘Corporate SRI Activity’ filter

People and world iStock_000003127471XSmallThe Corporate SRI Activity filter offers options for environmental, social and governance related fund manager activity that is ‘above and beyond’ what they do as part of the day to day management of their individual ethically screened and SRI themed funds.

Fund EcoMarket lists this information both within individual screened and themed fund entries (as it is useful to see what else a fund manager does) and – where supplied – within additional ‘Responsible Ownership’ and ‘ESG integration’ listings.  (The ‘SRI Styles’ area explains these in further detail.)

This is a fast moving area and fund managers are increasingly interested in bringing ‘environmental, social and governance’ factors into their risk analysis and decision making processes.  (A high profile example of this is climate risk.)

Following the publication of the FRC Stewardship Code (adopted by the FCA) ‘Responsible Ownership’, is also increasingly common. This strategy includes shareholder dialogue and voting practices – where the aim is to encourage better, more responsible business practices.

  • The Fund Management companies listed here are those we believe have strong ‘across the board’  practices and demonstrable track records.
  • The purpose of displaying this information is that these areas can be useful points of differentiation for often otherwise ‘conventional’ fund options (as well as for screened and themed options).
  • These areas also form a significant part of what many funds and fund managers do – although in the retail (individual investor) market this is rarely discussed.
  • Our ‘Responsible Ownership’ and ‘ESG Integration’ listings are not comprehensive, so this is not a ‘whole of market’ area of our directory.
  • See the ‘SRI Styles’ area for further information about ‘Responsible Ownership’ and ‘ESG Integration’.
  • An explanation of the filter options is available when you hover over a filter option within individual fund entries.