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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

How it works

To find out how to use Fund EcoMarket you are invited to watch our  new (12 minute) video below…


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…

 You can use this tool to:

  • Research funds by name
  • Find funds with similar ‘ethical/SRI’ strategies using the ‘SRI Styles’ filter classifications or ‘labels’ (this is useful if you know you client’s preferred SRI Style/s)
  • Find funds’ with specific negative and positive screens and/or thematic approaches using the ‘SRI Policies’ filter
  • See how funds translate their policies into practices (and other ‘how’ related aspects) with the help of the ‘SRI Features’ filter
  • Find out about related company wide (not fund specific) activity that takes place – often behind the scenes – via the ‘Corporate SRI Activity’ filter
  • Read more detailed information fund specific information in the ‘More Info’ areas.  (nb This information is supplied directly by fund managers to avoid ‘author bias’.)
  • Go straight to the relevant areas of fund manager websites via the links provided in the ‘More info’ areas.
  • Search SRI options by ‘Geographic region’ and ‘Asset type’ to aid portfolio planning
  • Note – different filter fields operate in different ways.
    • Selecting multiple options from the SRI Styles, Asset Type, Geographic Region and Product fields will extend the number of funds displayed (displaying all funds with those attributes).
    • When the Policies, Features and Corporate filters are used funds will only be displayed if they display all of the selected filter attributes (eg ‘has environmental policy’ and also ‘ invests in> 50% large cap’ and also ‘votes all shares’). This has been designed to ensure that if a client has multiple ethical, social or environmental interests only those funds that meet all their needs are displayed. To increase the number of fund options users can reduce the number of selected filter options.
  • Detailed fund information is found in ‘Primary’ fund entries (normally OEICs, IT’s or SICAVs).  Other fund entries carry only general identification information.

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 wish 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 can 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:

  • Leave fields blank if you do not wish to use them.   (The most useful option is normally to select a Primary product type (normally OEICs, IT’s or SICAVs) plus key a small number of areas of SRI interest (eg OEIC, SRI Style(s) and/or Policy areas of interest)
  • It can be best to start off with only a few boxes ticked as a number of the filters reduce the fund output list.
  • Detailed SRI information is only recorded in the primary fund entities.  You can ‘read this across’ to relate to funds in other product areas of the same name.
  • Tick the box on the left hand side of the fund entry list next to the fund name – to select a fund to save or print.
  • See the ‘About Fund EcoMarket’ area for further information

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).

 

 

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