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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

‘SRI Policies, Issues and Themes’ filter

reef with sun iStock_000003969132XSmallThis filter field lists the main topics considered by individual SRI, ESG and ethical funds. (The ‘what?’)

These are the areas researched and considered by fund managers.  We have split these into four groups for ease of use (although in reality there is cross-over between them).  These are:

  • Environmental
  • Social
  • Governance
  • Ethical

Fund EcoMarket lists the major policies, issues and themes offered by fund managers in this area.

Users should keep in mind that this list is simply the areas a fund manager considers.  Fund strategies vary.  Most of the options listed are self explanatory but the ‘hover over’ text for each filter option explains further.  (The ‘Approaches’ filter options help show how these issues are considered and they way they translate into investment decisions)

The text and links supplied within each fund entry help users to understand individual fund strategies in more detail, but in general funds listed here tend to ‘avoid or support’ different activities (or follow different themes) dependent on whether they are viewed as positive or negative for the environment or people.

Users should, however, be aware that funds combine issues and approaches in different ways, so please consider both fields (as well as the ‘more  information’ text boxes) when researching funds.

 

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