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Fund EcoMarket

the sustainable, responsible and ethical investment information hub

New Fund EcoMarket brochure available for download

April 13th, 2021

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 roadmap’ showing the layout of our unique ‘deep dive’ sustainable investment filter fields.
  • A six step suggested ‘advice process’
  • A watch list (to understand the likely major influencers of this market over the coming months)
  • ‘The Big 3’ smartie chart showing how funds in this area (mapped by SRI Styles) relate to core client motivations in sustainable investment (see image)
  • 7 client examples indicating how likely funds in each SRI Style are to meet some common client requirements
  • Some common terms explained … in ways that will help financial advisers  explain sustainable investment (and related) optoins to clients

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Latest News

New Fund EcoMarket brochure available for download
April 13, 2021
Fund EcoMarket brochure 2021

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 […]

Climate considerations now embedded across main UK financial regulators
March 25, 2021

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 […]

SRI Styles update – ‘ethical’ funds now in single category
March 16, 2021

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 […]