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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.

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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 […]