Further SRI and ethical investment reading

For financial advisers and financial services professionals:

This site, as well as our sister site, sriServices, offers an extensive range of SRI and ethical investment support information for the financial advisory community .

Some key page links are:

• Fund EcoMarket Adviser Downloads page
• Adviser SRI support literature from SRI Services and partners
• Literature from third parties that share our aims or are helping to advance these aims
• Also see our blog pages for recent developments
• SRI Services YouTube channel

Some of the key items from those pages are listed below:

• ‘A taste of things to come’ SRI Services Investment Life and Pensions Moneyfacts article December 2017
• 30 people, 30 words, 30 years adviser guide kindly published by PanaceaAdviser for SRI Services, September 2015.  This documents celebrates 30 years of ethical investment with a 30 expert opinions on ‘why it matters where we invest’.
• RSMR SRI Guide for financial advisers produced in collaboration with sriServices November 2016 (revised version)
• CII Thinkpiece – ‘SRI: Environmentally, Socially and Financially Useful’ Julia Dreblow September 2016 

Additional Finance industry links:

• Mark Carney, Governor of the Bank of England  ‘A New Horizon’ speech 21/3/2019)
• Al Gore at PRI in Person San Francisco 2018
• Resource and Environment Practical Guide for Pension Actuaries_2017
• Taskforce on Climate Related Financial Disclosure (TCFD) – including link to Mark Carney’s ‘Breaking the tragedy of the horizons’ speech.
• Institutional Investors Group on Climate Change (IIGCC) also see ClimateAction 100+

For information on fund performance see:

• Trustnet – for financial  & performance data

Other useful information sources of information about ethical, social and environmental issues include:

• Mega Online (published by Pictet) for thought pieces on major issues and trends
• Salt magazine
• ‘Good With Money’
• Good Money Week ‘consumer’ research 2016
• Good Money Week ‘Women and Investment’ report 2018

Fund Manager ‘issues’ articles:

• Cyber security and responsible investment – from Sarasin & Partners (May 2017)

Information on pension options from external sources:

• NEST ethical pension option
• NEST responsible investment option
• The Pension Regulator – DC scheme governance guidance
•  Interim government response to Law Commission Report on Pensions and Social Investment Dec 2017
• ​Current pensions consultation: https://www.fca.org.uk/publication/consultation/cp19-15.pdf

Information for charities

Guidance – CC14 and further links here

Investment Market review

Investment Association annual review

International  & EU legislation, regulation, reports and norms 

ESMA Final Report on integrating sustainability risks and factors into MiFID ii (May 2019)

GSIA (Global Sustainable Investment Alliance) biennial global market report 2018 (published April 2019)

EU Sustainable Finance Action Plan (March 2018.  Formal EU response to HLEG/TEG report.) Further info here.

Article 173 (French energy transition law)

EU HLEG Sustainable Finance report (Jan 2018)

UN Global Compact – principles

UN Sustainable Development Goals

EU Sustainable Finance Action Plan March 2018

GSIA market report 2016