SRI StyleFinder fact find tool

Posted on: June 21st, 2023

SRI StyleFinder fact find tool

To help financial advisers understand their client’s most important sustainable, responsible and ethical investment needs more easily we have developed a unique online SRI Styles fact find tool SRI StyleFinder tool.

Clients can use this tool to generate a list of the types of SRI options that are most likely to appeal to them.

Financial advisers can use the report that this tool generates to¬†produce a list funds of ‘potentially appropriate’ fund options via our ‘SRI Styles filter’ option in the main fund tool.