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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

sun and clouds iStock_000004631244XSmallDifferent fact finding methods work for different financial advisers.

You will be best placed to work out what works best for you and your clients, but there are some suggestions based on what we hear:

  • for some advisers discussing ‘SRI Styles’ (or similar) works well  – particularly if a client prefers to discuss their core ‘types of interests’  without necessarily discussing detail.
  •  for some advisers showing clients a list of ethical, social and environmental issues and discussing the investment options that exist (eg avoid, support, engage) works best – particularly where clients have specific areas of interest
  • for some advisers a combination of these two approaches works best.  A conversation can be started with a discussion of ‘SRI Styles’ and refined further if required.

Fact Finding links and downloads

  • Go to the SRI StyleFinder on line questionnaire on Fund EcoMarket to identify preferred SRI Styles.  This is a microsite and does not link back to Fund EcoMarket – you can send this link to your clients, or complete it whilst with your client. This has a report function for adviser audit trail purposes.
  • Download a hard copy of our SRI StyleFinder Questionnaire pdf  this document can be sent to a client.  When complete you can use this information on our online SRI StyleFinder questionnaire to identify a client’s best fit SRI Styles.  Use this in the SRI Styles filter on Fund EcoMarket to find relevant fund options.
  • Download our Supplementary fact find questionnaire that mirrors the filter options on Fund EcoMarket – helping you to identify specific areas of interest to a client.  [Please note this is due to be updated as we are currently increasing the number of issues we research.]

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