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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

Understanding 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

Building Trust in Sustainable Investment – FCA keynote speech at SRI Services Good Money Week event
November 26, 2020

On 21 October 2020 Richard Monks – Director of Strategy at the FCA – kindly gave the keynote speech at our annual ‘SRI Services and Partners Good Money Week event’. There is a transcript of his speech available on the FCA website here. We were delighted with the content of the speech and welcome the […]

SRI Services & Partners Good Money Week 2020 event videos now live!
October 28, 2020

I am delighted to report that we have just loaded the videos from our first ever online ‘SRI Services and Partners’ online Good Money Week event onto our YouTube channel. The sessions are listed in chronological order on a play list  – here. 288 financial advisers and others attended on the day and the feedback […]

New Fund EcoMarket brochure
October 27, 2020

I am delighted to inform you that our new brochure has been finalised and is available to download. This can be used for learning support, as ‘aide memoire’ or as a ‘sales aid’. Click here to download: Fund EcoMarket A4_Singles Oct 2020 FINAL The above version is 6 x A4 pages.