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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

New Fund EcoMarket brochure available for download
April 13, 2021
Fund EcoMarket brochure 2021

I am delighted to be able to share our new (A4) downloadable & printable Fund EcoMarket brochure… Download via this link: FEM brochure April 2021 Final The brochure includes the following: An introduction to the Fund EcoMarket fund database tool A snapshot of the number of funds in each of our ‘SRI Styles’ A ‘filter field […]

Climate considerations now embedded across main UK financial regulators
March 25, 2021

During UKSIF’s excellent ‘Ownership Day’ event today I was delighted to hear from their keynote speaker Mark Manning of the FCA, that the Chancellor of the Exchequer Rishi Sunak has formally written to Nikhil Rathi, Chief Executive of the FCA, with notification that the government now requires climate change to form part of the regulator’s […]

SRI Styles update – ‘ethical’ funds now in single category
March 16, 2021

We have today updated our Fund EcoMarket ‘SRI Styles’ fund classifications to combine ‘Negative Ethical’ and ‘Balanced Ethical’ funds into a single style now called simply: ‘Ethical’. When we created Fund EcoMarket back in 2010 by far the largest proportion of funds in this area were referred to as ‘ethical’ – and focused significantly on […]