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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

SRI Services & Fund EcoMarket February 2021 newsletter
February 23, 2021

  Here is the link to our most recent newsletter – published yesterday. To subscribe to our newsletter please sign up here. This includes information on the new filter options (under the header of the filter field they sit in) that we have added to Fund EcoMarket to reflect recent market developments. An explanation of […]

Climate of Change – Investment Life and Pensions Moneyfacts article
February 15, 2021

This month’s Investment Life and Pensions Moneyfacts magazine has kindly published an article I have writen for them regarding the FCA’s proposed Sustainable Investment Principles which were first aired at our conference last year. You can download the article here: ILP Moneyfacts February 2021 Climate of Change As discussed in the article the principles remain […]

Intelligent Partnership estate planning guide – SRI thoughtpiece
February 10, 2021

A big thank you to Intelligent Partnership for sending me a lovely, smart version of the brief ‘Thought Leadership’ piece I wrote for them last month. The brief article highlights the relevance of financial services intermediaries considering sustainable investment when discussing estate planning with clients. You can download my article here: SRI thought leadership article […]