FEM logo
Fund EcoMarket

the sustainable, responsible and ethical investment information hub

‘SRI Styles’ filter

fishing boat iStock_000003189666XSmallAll Fund EcoMarket entries are classified according to our SRI Styles* segmentation system.

These ‘Styles’ group ‘ethically similar’ options together to help users recognise the primary strategy, theme or purpose of individual investment options across what are often referred to as the ‘ethical investment’ or ‘SRI’ market.

These classifications aim to address the challenges associated with such options commonly being thought to be ‘all much the same’.  In fact, although there are areas of crossover and shared aims, there are also significant differences – both in terms of the issues considered and the approaches applied by fund managers.

Our ‘SRI Styles’ are designed to help people to recognise the key similarities and differences between options and to help steer users around common areas of misunderstanding.

This system help users to find potentially ethically appropriate options quickly and easily, so that further research can then be carried out on a smaller cohort of relevant options.

For example, these options highlight the difference between funds that avoid companies in line with their ethical avoidance criteria (Negative Ethical) and those that have ethical investment strategies that ‘balance’ the often complex positive and negative aspects of investee companies (Ethically Balanced).

In practice, we normally recommend that users consider more than one SRI Style.  This is because individual fund strategies vary, which means there is crossover between some of the styles, as well as variations within the styles.

For example, many Ethically screened funds are concerned about sustainability and environmental issues.  Similarly, many Sustainability themed funds and Environmental funds also consider ethical or ‘values based’ issues.  However the way in which these funds operate and select investments is often different, because their primary strategy, theme or purpose is different.

See SRI Styles Directory for further information on individual styles.

Refining your search

In addition to using SRI Styles, we recommend users refine their search by using the SRI Policy, SRI Features and Corporate Activity filters.  The text and links supplied by the fund manager (in the ‘More Info’ areas) helps explain fund strategies in more detail.

We recommend financial advisers retain this information for their audit trail – and offer a ‘print or save’ reporting function for this purpose.

  • Please note, these additional ‘More Info’ filters are shown for Primary funds only (typically OEICs or SICAVs).  They can however be ‘read across’ to apply to subfunds such as Life and Pensions options.

 

* SRI Styles are our own classifications – borne of extensive research and over 20 years of experience in this area.

Sign Up to our Newsletter

If you are a Financial Services Industry professional you can sign up for our newsletter

Click Here

Latest News

Understanding Sustainability funds
April 18, 2019

A growing number of funds are now marketed as being ‘sustainability themed’ or having sustainability related themes (often in addition to ethical, ESG or other SRI strategies). These funds employ many different strategies, methods and ‘lines of thought’.   For most,  sustainability is demonstrably central to their investment proposition (via various policies, themes and research criteria). […]

Three new videos now live – Introducing Fund EcoMarket, SRI & SRI Jargon
April 14, 2019

After working out that recording ‘live’ videos is not in fact a walk in the park…  I am delighted to say that we now have three brand new introductory SRI training videos on YouTube. Before you click through can I please ask you to help us by clicking ‘Follow’ when you go on to the SRI Services […]

Fund EcoMarket ‘top 50 searches’ Q1 2019
April 8, 2019

If your role involves understanding what financial advisers and others are looking for in the SRI, ESG or impact investment market the following list of ‘Top 50 Fund EcoMarket searches’ for Q1 2019 (January to March) will be of interest to you… (These are of a total of 4849 ‘events’ according to Google Analytics.) 1.     […]