Partnership & Affiliate information

Fund EcoMarket is comprehensive, independent and free to use thanks to the support of our sponsors and partners…

Our aim is to ‘grow retail SRI’ by bringing together information that helps people to understand different sustainable, responsible and ethical investment (SRI) fund strategies and options.

We believe that in spite or recent growth, investment in funds of this kind  remains a long way from reflecting the true level of individual investor interest.  Fund EcoMarket’s purpose is to address this by equipping financial services intermediaries with the information and tools they need to both understand – and meet – clients’ SRI needs.  (Fund EcoMarket lists all* relevant regulated, retail, onshore funds – plus selected additional options). This information is replicated on our App.

In order to keep what we do free to use and ‘open to all’ we rely on third parties partnering with us.  In return, we raise their profile on our increasingly high profile website and App.

We offer two options: ‘Partnership’ (intended for fund managers) and ‘Affiliate’ (intended for service providers).

Both are at our discretion – and explained below:

Fund EcoMarket Fund Manager ‘Partners’

In return for supporting Fund EcoMarket as a ‘partner’ fund managers enjoy the following benefits:

• partner logos are shown on the Fund EcoMarket home page (with ‘click through’ to funds)
• partner logos are shown alongside their fund entry(ies)
• partner fund entries are listed ahead of non partner funds (in random order) both on our website and App
• partners can use the Fund EcoMarket logo on their website
• where appropriate, partner logos will be displayed at events and in our promotional material

Fund EcoMarket Service Provider ‘Affiliate’

We also offer the following (new) relationship option for service providers (eg DFM/portfolio providers), who offer fund related services to financial advisers and others – at our discretion:

• affiliate logo to be displayed alongside product/service entry on Fund EcoMarket
• affiliate product or service to be listed after ‘fund partner’ fund entries but ahead of other/standard entries both on the Fund EcoMarket website and App
• affiliate can use our logo (or switch to the Dialshifter logo if eligible – by agreement – once launched)

What next?
Please contact Julia@sriServices.co.uk  if you would like to raise the profile of your company on our fund tool by becoming a sponsoring partner.

Please contact Su on funds@sriServices.co.uk if you wish to make changes to an existing fund entry.

Download forms – by arrangement only

*Please be aware we list all the relevant funds we can find – and display information from all fund managers, irrespective of whether or not they are a sponsor.