+
Please help us to improve our service...
Are you a Financial Services or Investment Professional?
Thank you!
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 25 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

SRI Services and Partners 2019 event videos now live
December 6, 2019

I am delighted to announce that our event videos are now live on the SRI Services YouTube channel. Each session was recorded – so for anyone who was unable to attend this is the next best thing. (nb The event was CPD accredited so you may like to keep a record of the sessions your […]

Recent changes to Fund EcoMarket
December 6, 2019

Just a brief note to let you know about some of the changes we have made to Fund EcoMarket recently. Changes to functionality You can now… Use the new map on our ‘Find an Adviser’ area  – which enables potential adviser clients to find local advisers more easily. You can now use the Search ‘recently […]

Investment Association Responsible Investment Framework announced
November 18, 2019

The Investment Association’s long awaited Responsible Investment framework launched today (18 November 2019). Although I am yet to digest the detail, this looks entirely constructive to me. The IA team have differentiated between different fund options sensibly {thereby avoiding the ‘binary thinking trap’) and recognised the relevance of both individual funds and fund management companies. […]