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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

Understanding ESG / sustainable, responsible and ethical  investment (SRI) funds

This website – and its sister site sriServices.co.uk – were set up to help investment intermediaries to offer advice 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.

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.
  • a range of SRI specific information and support for UK financial advisers and intermediaries

Out most recent training video (May 2020) is below:

 

You can read more ‘about Fund EcoMarket’ here.

 

 

 

 

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Latest News

Feedback request to all Fund EcoMarket users
November 11, 2021

We are currently in the process of upgrading our online presence as we have rather outgrown the design of the sites we launched 11 years ago! We would be grateful if you could drop us an email on julia@sriservices.co.uk or funds@sriservices.co.uk with any comments and suggestions you might have. In particular we welcome your thoughts […]

What recent sustainability developments may mean for financial advisers
November 10, 2021

I have been asked to comment a number of times recently on what I think the recent regulatory announcements might mean for financial advisers. Although I have been appointed onto DLAG the future remains unwritten of course –  but I did pull together a few thoughts for FT Adviser recently which I hope you may […]

Appointment to FCA ‘Disclosure and Labels Advisory Group’
November 4, 2021

I am delighted to report that I have been appointed to the FCA’s new ‘Disclosure and Labels Advisory Group’. Details, published on 3 November 2021, can be found on the FCA website here, starting with the following text: “We are seeking initial views on new sustainability disclosure requirements for asset managers and FCA-regulated asset owners, as […]