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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

Understanding ethical funds and sustainable investment

water-sampleThis website – and its sister site sriServices.co.uk – were set up to help financial advisers (and colleagues) to offer advise on sustainable, responsible and ethical investment more easily and more often. Fund EcoMarket is designed to sit alongside other tools used by advisers, exploring and presenting only the ‘ethical’ aspects of offering investment advice. In brief this site includes the following:

  • a fact find tool that sits separately from the rest of the site – meaning that an adviser can send the ‘SRI StyleFinder’ url to a client
  • an SRI fund research tool – that enables advisers to select funds on numerous individual or combined bases (by financial criteria, by SRI style or by ethical, social and environmental filter option)
  • report generation options for both the ‘SRI StyleFinder’ fact find tool and the ‘Fund EcoMarket’ fund research tool – for advisers’ audit trail

Funds have been grouped into what we call ‘SRI Styles’ in order to make the advice process more straightforward.  Our unique system of grouping funds together in ways that are ‘ethically similar’ makes this somewhat complex area significantly easier to discuss. The additional filters, text and links supplied by fund managers offer additional support information that help advises to offer more ‘bespoke’ advice when needed.

Why ask supplementary ‘ethical fact find’ questions?

Recent FCA Fact Find Guidance includes reference to the need to understand clients’ ethical and political views – as examples of when a single core fact find may not be sufficient.

See hear to read about the proposed Mifid II changes in this area (Q1/2019)

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Latest News

Understanding Sustainability funds
April 18, 2019

A growing number of funds are now marketed as being ‘sustainability themed’ or having sustainability related themes (often in addition to ethical, ESG or other SRI strategies). These funds employ many different strategies, methods and ‘lines of thought’.   For most,  sustainability is demonstrably central to their investment proposition (via various policies, themes and research criteria). […]

Three new videos now live – Introducing Fund EcoMarket, SRI & SRI Jargon
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After working out that recording ‘live’ videos is not in fact a walk in the park…  I am delighted to say that we now have three brand new introductory SRI training videos on YouTube. Before you click through can I please ask you to help us by clicking ‘Follow’ when you go on to the SRI Services […]

Fund EcoMarket ‘top 50 searches’ Q1 2019
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If your role involves understanding what financial advisers and others are looking for in the SRI, ESG or impact investment market the following list of ‘Top 50 Fund EcoMarket searches’ for Q1 2019 (January to March) will be of interest to you… (These are of a total of 4849 ‘events’ according to Google Analytics.) 1.     […]