Getting started – in sustainable, responsible & ethical investments

Big 3

At first glance the sustainable, responsible and ethical investment (SRI) market can appear complicated.  Some of the myths that have grown up around this area are also unhelpful and often misleading.

Fund EcoMarket aims to help demystify this area by showcasing its diversity and helping UK based  advisers and investors to find investments that match personal aims and opinions.

When starting out it is important to understand that different strategies have evolved for different reasons.

This includes; differences in fund managers aims and opinions, different client needs and different investment objectives.

Three of the most popular reasons for investing in this way are:

  • To reflect personal ethical values or opinions
  • To bring issues such as sustainability or climate change into account because it makes sound financial sense
  • To help effect positive change through investment decision making

However different strategies have place different emphasis on these goals.  Information about this can be found in the Fund EcoMarket fund tool – with further explanation on the supporting text pages. (Adviser downloads are available here.)

As with any area of investment the best way to work out which options might suit an individual investor is by asking questions…

  • We recommend financial advisers ask all clients whether or not they are interested in this area as part of their standard fact finding process (see ‘Advice Process’ and www.sriServices.co.uk for further support).
  • For interested clients we recommend advisers then proceed to ask further, more specific, questions.

To help get you started we offer a free to use on-line ‘SRI StyleFinder’ questionnaire.  This enables users to identify the types of screened and themed options (‘SRI Styles’) that are most likely to suit their personal aims and opinions.

  • The questionnaire can be saved and printed in report form.
  • The identified ‘best fit’ SRI Styles can then be selected within Fund EcoMarket filter options – so that research is narrowed down to  focus on potentially appropriate options only.
  • Research can then be refined further using the additional filter options on Fund EcoMarket.

The button below will take you to the questionnaire:

Please note this for information purposes only and does not represent advice or endorsement of any kind. We are not authorised to offer financial advise and can not deal directly with individual investors.

Financial Services Professionals Only:

  • To ask about training or further support
  • To ask about adding a fund or amending an existing fund entry

Contact Julia@sriServices.co.uk

 

Download adviser presentation ‘GMW 17 presentation‘ here

 

Registered Company: SRI Consultants Ltd – 03904843