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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

‘SRI Policies’ filter

reef with sun iStock_000003969132XSmallThis filter field helps you to identify the main ethical and thematic strategies offered by funds.

These are the strategies that drive or direct where a fund manger can or can not invest for a particular fund.

Fund EcoMarket lists the major policy areas that are offered by fund managers today.

These are listed as ‘policy’ areas rather than ‘positive or negative screens or themes’ as strategies vary between fund managers.

The text and links supplied within each fund entry help users to understand how policies are applied, but in general ‘ethical funds’ employ policies that lead them to avoid or support companies in line with values based criteria whereas themed funds are more focused on longer term trends.

Users should, however, be aware that many funds combine both ethical screening criteria and thematic strategies.

Some funds may apply policies that are not shown on our list, so we recommend users carry out additional research in addition to using these filters. This can be found via our ‘More Info’ boxes, where supplied.

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

 

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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
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.

Why Climate Change Matters to Investors – Lord Deben video from our 3 October event
October 25, 2018

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 […]