FEM logo
Fund EcoMarket

the sustainable, responsible and ethical investment information hub

Further SRI and ethical investment reading

sun and clouds iStock_000004631244XSmallFor 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:

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

Additional Finance industry links:

For information on fund performance see:

  • Trustnet – for financial  & performance data

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

Fund Manager ‘issues’ articles:

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

Information on pension options from external sources:

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

Sign Up to our Newsletter

If you are a Financial Services Industry professional you can sign up for our newsletter

Click Here

Latest News

Woman of the Year Award – Finalist
June 13, 2019

Women in Financial Advice Awards 2019 I am delighted to have been informed that I am a Finalist in this years  ‘Woman of  the Year Award – Adviser Support Services’ category. This is much welcome recognition of many years spent helping advisers to bring environmental, social and ethical issues into investment planning… Onward & upward! […]

SRI fund tool filter searches May 2019
June 10, 2019

  May 2019 saw the increase in use of Fund EcoMarket continue, with 1200 ‘unique users’ carrying out 3177 ‘clicks’ on the various filter options. Pointing, once again, to the importance of being able to combine ethical/sustainable investment & ESG related information alongside core product and conventional financial information in one place the top 50 […]

MiFID ii – ESG & Sustainability upgrade
May 24, 2019

This has been a long time coming, but happily ESMA has recently (3 May 2019) published the reports that start the process of bringing investment markets into line with the EU’s Climate Action plan through the integration of sustainability and ESG factors throughout the investment chain, including financial advice. The following is ‘cut and paste’ […]