Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
February 10th, 2021
A big thank you to Intelligent Partnership for sending me a lovely, smart version of the brief ‘Thought Leadership’ piece I wrote for them last month.
The brief article highlights the relevance of financial services intermediaries considering sustainable investment when discussing estate planning with clients.
You can download my article here: SRI thought leadership article for Intelligent Partnership Estate Planning guide
Or download the full guide ‘A Professional’s Guide to Estate Planning – version 2’ here (the guide will be updated after the budget).
I am delighted to be able to share our new (A4) downloadable & printable Fund EcoMarket brochure… Download via this link: FEM brochure April 2021 Final The brochure includes the following: An introduction to the Fund EcoMarket fund database tool A snapshot of the number of funds in each of our ‘SRI Styles’ A ‘filter field […]
During UKSIF’s excellent ‘Ownership Day’ event today I was delighted to hear from their keynote speaker Mark Manning of the FCA, that the Chancellor of the Exchequer Rishi Sunak has formally written to Nikhil Rathi, Chief Executive of the FCA, with notification that the government now requires climate change to form part of the regulator’s […]
We have today updated our Fund EcoMarket ‘SRI Styles’ fund classifications to combine ‘Negative Ethical’ and ‘Balanced Ethical’ funds into a single style now called simply: ‘Ethical’. When we created Fund EcoMarket back in 2010 by far the largest proportion of funds in this area were referred to as ‘ethical’ – and focused significantly on […]