Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
Brief description of Style
Social themed funds focus on ‘people issues’ (such as employment and basic necessities of life). Social Themed fund managers focus significantly on societal benefits when analysing companies for investment.
SRI approach applied
Funds select or avoid investments according to criteria which relate primarily to social issues – such as employee relations, human rights, equal opportunities and benefits to local communities. Only investments that match published criteria will be allowable for investment.
SRI issues covered
‘People issues’ including employment and the provision of basic necessities such as housing, infrastructure, education, health services and other benefits to local (or other named) communities. Other issues may also be considered but are considered a lower priority than these issues and so may be less relevant to investment selection decisions.
Measuring positive impacts is a feature of some funds in this group.
See ‘Policies’ and ‘Features’ filters for further information.
Variation across Style segment
This SRI Style is fairly new and has very few funds at present.
Impact on investment strategy
Investment reflects the fund’s allowable universe and the assets types held by the fund.
Who is this Style most likely to appeal to?
Investors who are primarily interested in ‘people’ issues – as opposed to environmental or sustainability issues (which at not necessarily ignored – but are not the main driver of investment selection).
Associated Styles
There are elements of crossover between Social funds and Ethical funds – as well as some Sustainability themed funds.
Other similarly ‘themed’ options include some ‘social/impact investment’ options however these are not currently available via regulated collective investment options as far as we are aware.
Associated Jargon
‘Social impact’ – i.e. bringing specific, targeted (positive) benefits to communities or defined groups of people
On 21 October 2020 Richard Monks – Director of Strategy at the FCA – kindly gave the keynote speech at our annual ‘SRI Services and Partners Good Money Week event’. There is a transcript of his speech available on the FCA website here. We were delighted with the content of the speech and welcome the […]
I am delighted to report that we have just loaded the videos from our first ever online ‘SRI Services and Partners’ online Good Money Week event onto our YouTube channel. The sessions are listed in chronological order on a play list – here. 288 financial advisers and others attended on the day and the feedback […]
I am delighted to inform you that our new brochure has been finalised and is available to download. This can be used for learning support, as ‘aide memoire’ or as a ‘sales aid’. Click here to download: Fund EcoMarket A4_Singles Oct 2020 FINAL The above version is 6 x A4 pages.