Fund EcoMarket use January to June 2023

Posted on: July 31st, 2023

Fund EcoMarket use January to June 2023

Fund EcoMarket usage 1/1/2023 – 30/6/2023

The following indicates usage of our Fund EcoMarket fund database for Q1 & Q2 2023.

GA4 indicates that our Fund site had 71,000 ‘events’ during that period.  The following were the top 100 filter searches on the database in the first half of 2023.

Points of note:

The ‘SRI Styles’ (our fund classification system) feature regularly in this list as usual – indicating the enduring usefulness of being able to understand broadly what funds are set up to do.

  • The most common SRI Styles searches are: Sustainable Theme/Focus, Ethical and Environmental Theme/Focus.
  • The most commonly searched individual ‘issue’, once again, was ‘Avoids coal, oil and gas majors’, closely followed by Armaments and then Tobacco avoidance.

This information is indicative and is unavoidably not able to be precise this time for the following reasons:

      • we are currently running two versions of our database (on the new SRI Services site and on the ‘old’ Fund EcoMarket site.)
        • This information has been collected from the old site only, so these will be an  underestimate of usage and filter results may differ.
        • We are currently in the process of setting up tracking for the new site, and will switch to that data as soon as possible.
      • The Google Analytics tracking system has changed.  Google switched to GA4 on 1 July –  which collects and reports information differently.  We need to investigate further whether or not this will impact our reports.

Top 100 filter clicks from during 1H 2023.

1 OEIC/Unit Trust
2 Equity
3 Mixed Asset
4 Global
5 Sustainability Themed / Focused
6 UK
7 Coal, oil &/or gas majors excluded
8 Armaments manufacturers avoided
9 Ethical
10 Tobacco production avoided
11 Equity Income
12 Fixed Interest
13 Environmentally Themed / Focused
14 Environmental policy
15 Sustainability policy
16 Fossil fuel reserves exclusion
17 USA
18 Pension
19 Passive Equity
20 SICAV/Offshore*
21 Investment Trust
22 Europe
23 ETF
24 Fracking and tar sands excluded
25 Gambling avoidance policy
26 Europe Ex-UK
27 Not Set
28 Unclassified
29 Animal testing exclusion policy
30 Pornography avoidance policy
31 Climate change / greenhouse gas emissions policy
32 Emerging Markets
33 Aims to generate positive impacts (or ‘outcomes’)
34 Deforestation / palm oil policy
35 Invests in clean energy/renewables
36 Japan
37 Asia Pacific ex Japan
38 Alcohol production excluded
39 Asia Pacific
40 Civilian firearms production exclusion
41 DFM/Portfolio
42 Favours cleaner, greener companies
43 Property
44 Infrastructure
45 Limits exposure to carbon intensive industries
46 Sustainability Tilt
47 ESG Plus
48 Avoids genetically modified seeds/crop production
49 Clean / renewable energy theme or focus
50 Positive environmental impact theme
51 Europe >50% UK
52 Arctic drilling exclusion
53 Nuclear exclusion policy
54 Ethical policies
55 Social Themed / Focused
56 Social policy
57 Animal welfare policy
58 Environmental damage and pollution policy
59 Human rights policy
60 Faith Based
61 Not set
62 Indian sub-continent
63 Water / sanitation policy or theme
64 Cash (or =)
65 Child labour exclusion
66 Coal exclusion policy (group wide coal mining exclusion policy)
67 Unsustainable / illegal deforestation exclusion policy
68 Animal testing – excluded except if for medical purposes
69 Controversial weapons avoidance policy (AFM company wide)
70 Fossil fuel exclusion policy (AFM company wide)
71 Hedge
72 Encourage board diversity e.g. gender
73 Positive selection bias
74 Tobacco avoidance policy (AFM company wide)
75 Anti-bribery and corruption policy
76 Governance policy
77 Measures positive impacts
78 Negative selection bias
79 Positive social impact theme
80 Responsible Ownership (FM company)
81 Strictly screened ethical fund
82 Avoids companies with poor governance
83 ESG/SRI engagement (AFM company wide)
84 Plastics policy / reviewing plastics
85 Sustainability theme or focus
86 Limited Exclusions
87 Energy efficiency theme
88 Exclude banks with significant fossil fuel investments
89 Life
90 Other
91 Invests in social property (freehold)
92 Fast fashion exclusion
93 Available via an ISA (OEIC only)
94 Biodiversity / Nature Policy
95 Charities
96 Diversity & Inclusion policy (fund level)
97 Environmentally Themed
98 Health & wellbeing policies or theme
99 In house responsible ownership/voting expertise
100 Sustainable transport policy or theme