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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

Understanding sustainable, responsible and ethical  investment (SRI) funds

water-sampleThis website – and its sister site sriServices.co.uk – were set up to help financial advisers (and other investment intermediaries) 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 intermediaries and offers only information on the  ‘ethical, social and environmental’ aspects of investment.

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 extensive, whole of (regulated, retail, onshore) SRI fund research tool – that enables users to find and research funds via search and filter options.  (Fund entries include extensive filter options, support text, explanations  and links – provided directly by fund managers.)
  • report generation 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?

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

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

SRI Services and Partners 2019 event videos now live
December 6, 2019

I am delighted to announce that our event videos are now live on the SRI Services YouTube channel. Each session was recorded – so for anyone who was unable to attend this is the next best thing. (nb The event was CPD accredited so you may like to keep a record of the sessions your […]

Recent changes to Fund EcoMarket
December 6, 2019

Just a brief note to let you know about some of the changes we have made to Fund EcoMarket recently. Changes to functionality You can now… Use the new map on our ‘Find an Adviser’ area  – which enables potential adviser clients to find local advisers more easily. You can now use the Search ‘recently […]

Investment Association Responsible Investment Framework announced
November 18, 2019

The Investment Association’s long awaited Responsible Investment framework launched today (18 November 2019). Although I am yet to digest the detail, this looks entirely constructive to me. The IA team have differentiated between different fund options sensibly {thereby avoiding the ‘binary thinking trap’) and recognised the relevance of both individual funds and fund management companies. […]