the sustainable, responsible and ethical investment information hub
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 often misleading and unhelpful.
The site is free and open for anyone to use although its structure is first and foremost ‘adviser friendly’.
Its structure highlights that the funds are genuinely different from one another – making it easy to search funds with specific characteristics.
The site includes a fact find and a fund tool, filter options and links to make it easier for (UK based) intermediaries to match clients’ personal aims and opinions to fund options (and print/pdf your findings).
When starting out it is important to understand that different strategies have evolved for different reasons, the words used by fund managers sometimes reflect when the fund was launched and that fund aims and objectives vary – as do clients!
Three of the most common reasons clients are interested in this area are:
Different strategies have placed different emphasis on these aims. You can browse the options on the filter fields for ideas about this or see adviser downloads – that 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…
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 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:
Contact Julia@sriServices.co.uk
Registered Company: SRI Consultants Ltd – 03904843
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A similar version of the following text was first published in our March 2022 newsletter. FCA Disclosures and labels (DLAG) – my involvement with the FCA, on their Disclosures and Labelling Advisory Group is proving both interesting and tough. We have had many meetings and the level of engagement has been impressive – but […]
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