Posted on: January 11th, 2013
The first 2013 (quarterly) update of the Fund EcoMarket SRI adviser database has just been completed!
There have been a number of minor amends plus one or two – shall we say – queries…
The most notable items are as follows:
The next area for update is the asset (rather than fund) specific ‘Responsible Engagement’ Style listings area, which covers around 50 data entries.
This is due to be updated shortly when we carry out our second ever ‘Responsible Engagement’ fund manager survey. This suvey gives us the opportunity to quiz fund managers about their voting and other stewardship practices – and list them accordingly within to database.
This section of the Fund EcoMarket tool works by listing the asset classes that fund managers ‘engage’ across. This enables advisers to find responsibly managed asset types across the different products, although advisers have to use their knowledge of funds to identify those which hold the asset types that are listed as covered by engagement strategies.
As ever we will be happy to speak with anyone who has queries about the database and its entries . We are also now keen to speak with possible sponsors of our imminent engagement research.
Wishing you all the best for the New Year.
To see the client StyleFinder SRI fact find questionnaire – for use before client meetings – click here.
Our core fund list source is Capita/Synaptic Research.