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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

What did people search for on Fund EcoMarket?
February 15, 2019

Thanks to some fancy footwork from our IT support team we are now able to report on the top filter searches people have used on Fund EcoMarket. Of just over 1000 searches conducted during January 2019 the following were the ‘top 30’ most clicked on options: 1. OEIC/Unit Trust 2. Equity 3. Sustainability Themed 4. […]

Investment Association to consult on Sustainability and Responsible Investment
February 4, 2019

The Investment Association announced last week that it is to consult members on Sustainability and Responsible Investment. Their launch release is copied below. The deadline for this consultation is 1 March and although we have already spoken with the IA on this SRI Services plans to respond also. You can download the IA Consultation document here. […]

SRI Services responds to FCA Climate Change and Green Finance Consultation
February 4, 2019

SRI Services submitted a response to the FCA’s highly welcome consultation on Climate Change and Green Finance (DP18/8) last week. You can read our submission here.   Alternatively – here are our 12 key points that we would like the regulator to formally recognise and act on. The role of investors is central to our ability […]