FEM logo
Fund EcoMarket

the sustainable, responsible and ethical investment information hub

‘SRI Approaches, Application and Features’ filter

water-sampleThis filter highlights the different ways funds deal with sustainability, ESG, responsible  investment and ethical ‘issues’. (The ‘how?’).

This is important because funds often approach issues in very different ways.

This helps to explain why different funds invest differently even though at first glance they may appear to be similar (or visa versa).

We have split this into four areas:

  • Approaches  (ie the way the fund positions itself / how it is set up to consider issues)
  • Impact (the fund’s approach to the ‘outcomes’ its strategy helps to deliver)
  • Policies in practice (where the fund tend to invest / its ‘look and feel’)
  • Fund features (other related fund specific points of interest)

To explain why this matters, for example:

  • a fund may ‘avoid coal, oil and gas majors’ as part of its ‘policy’ – but clean energy may or may not be a feature of where it invests.
  • a fund may avoid numerous areas such as tobacco, armaments and oil – but this does not mean the fund invests in larger cap or smaller cap companies.
  • a fund may not be marketed as a ‘faith’ fund, but the fund managers may be aware that it is  appropriate for some such investors and therefore ‘faith friendly’.

Please note, we do not aim to imply that any particular strategy is ‘right or wrong’.   Our aim is to show that variations exist – so that investor needs can be matched to funds that suit their personal aims.

An explanation of the filter options is available when you hover over a filter option within individual fund entries.

If you are unsure of anything you should contact your financial adviser or the fund manager.

Sign Up to our Newsletter

If you are a Financial Services Industry professional you can sign up for our newsletter

Click Here

Latest News

FCA DP18/8 consultation: Climate Change and Green Finance deadline looming
January 16, 2019

As mentioned in my blog in October last year the FCA is consulting on climate change and green finance. SRI Services plans to respond to this important paper – both by welcoming it and by responding to those questions that fall within our area of expertise. DP18/8: Climate change and green finance DEADLINE – 31 JANUARY […]

Newsletter update from SRI Services
November 30, 2018

  Following on from a rather busy few months here are some news highlights and links to  recent activity, published this morning in our SRI Services & Fund EcoMarket newsletter (click this link for formatted version or see text and links below.)   ====== SRI Services &  Fund EcoMarket news (and beyond!) (For UK based Financial […]

‘Sustainability & Suitability’ SRI event videos
November 8, 2018

I am delighted to share the videos from our ‘Sustainability and Suitability’ SRI event for those who were unable to attend on the day. Keynote speaker Lord Deben’s climate change speech was a particular highlight.