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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

‘SRI Features’ filter

water-sampleThis filter option helps identify other relevant information that relates to the sustainable, responsible and ethical aspects of a fund.

The ‘features’ area aims to help explain how fund managers translate their published policies into investment decision making – offering more information about the ‘look and feel’ of the fund.  Some of these ‘features’ also relate to how what fund managers do is interpreted by others.

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 based’ fund, but the fund managers may be aware that it is ‘faith friendly’ and appropriate for some such investors

Please note, we do not aim to put across the view that any particular policies or features are ‘right or wrong’.

Our aim is to make it clear that different strategies 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.

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Latest News

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
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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.

Why Climate Change Matters to Investors – Lord Deben video from our 3 October event
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We were absolutely delighted to welcome Lord Deben (John Gummer) to our SRI Services and Partners event on 3 October 2018. Lord Deben spoke elequently and passionately on ‘Why Climate Change Matters to Investors’ – his speech can be viewed here, on the Fund EcoMarket YouTube channel: (And yes, we concur with the view that […]