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.