FEM logo
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.

 

Sign Up to our Newsletter

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

Click Here

Latest News

SRI Services welcomes FCAs proposed review on SRI, ESG & ethical concerns
July 20, 2018

I am running rather late with blogs at the moment as there is so much happening – but felt it important to flag the news that the FCA is looking into the area of ESG/SRI in Q1 2019 – as part of their response to the Law Commission’s  review of Pensions and Social Investment. None […]

DWP pension consultation – deadline 16 July
July 12, 2018

For those wishing to respond to the current DWP Pension scheme trustee consultation, which will undoubtedly have a significant impact on the way DC schemes view SRI/ESG/Impact investment, here is the link to the current consultation: ‘Consultation on clarifying and strengthening trustees’ investment duties’. Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2018 In brief, […]

ILP Moneyfacts: SRI lightbulb moment editorial
July 12, 2018

Investment Life and Pensions Moneyfacts magazine’s front page piece this month is devoted to ‘sustainable, responsible and ethical investment’. The editorial, which you can read here focuses on the shifts in regulation that have been a lightbulb moment for investors – who are increasingly recognising the importance of environmental and social issues. The article includes a […]