the sustainable, responsible and ethical investment information hub
To find out how to use Fund EcoMarket you are invited to watch our 30 minute ‘How it Works’ video which talks you through the purpose of our tool and its functionality, SRI Styles, filter options – and a suggested advice process. (Updated May 2021).
A brief overview of Fund EcoMarket and its ‘contents’:
Fund EcoMarket is a unique, free to use (fund manager sponsored), ‘whole of SRI market’, information tool that helps you to understand and compare the many different ‘sustainable, responsible and ethical investment’ (SRI) fund options.
Fund EcoMarket focuses entirely on presenting the ‘ethical’ aspects of investment funds as quality information of this kind is hard to find elsewhere – and even harder to compare…
What funds do we list on Fund EcoMarket?
Fund EcoMarket lists all the funds that we are aware of which present themselves as ethical, sustainable, ESG, SRI or similar.
We do this to ensure that users of this site can compare all funds which position themselves in this field (indeed, independent financial advisers are obligated to research the whole market – so we can not do otherwise if this tool is to be useful to them).
It is up to users of this information to read fund details and decide whether or not any given fund suits an individual investor’s aims. We do not make judgements about the appropriateness of an investment as we do not know your / your client’s opinions, however we can tell you that it is always sensible to ‘look under the bonnet’ – so please read and digest fund information (supplied directly by fund managers – to avoid it being distorted).
You can also identify your / your client’s preferred ‘SRI Styles‘ with our online SRI Stylefinder fact find tool.
This helps to simplify fund selection by identifying the types of SRI option that are most likely to be appropriate given a client’s stated ethical/SRI opinions. (The tool will tell you which styles a person prefers and you can enter this information into the SRI Styles filter field in the main fund tool, to generate a list of relevant funds.)
We recommend people complete this tick box questionnaire in their own time – and save or print the report it generates so that it can be discussed with an adviser when appropriate. (Please note: it is optional whether or not you personalise this report)
User notes:
The links opposite allow you to read further about the tool filter options. You can also read further and download support material from our ‘Help’ area.
Please be aware, this site is for information only. It is mainly designed to support financial advisers and financial services professionals – although we welcome everyone with an interest in this area!
We are not regulated or authorised to offer financial advice, so please contact a qualified financial adviser or fund manager if you need further information (See our ‘Find a Financial Adviser‘ page).
Please note the information we publish is for information purposes only. We do not endorse or recommend specific investments, products of services. The information we publish comes directly from fund managers and is presented as we receive it.
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