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 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’ – ie bringing specific, targeted (positive) benefits to communities or defined groups of people
Over the last six months we’ve been working on a number of pretty major changes to Fund EcoMarket. App The first major change, that you may be aware of, was to launch our new, also free to use, App which is available both via Apple and Google App stores (search ‘Fund EcoMarket’). SRI Styles changes […]
SRI Services and Partners annual ‘Good Money Week’ ‘virtual’ event – 21 October 2020 I am delighted to announce that the FCA’s Director of Strategy, Richard Monks, has agreed to give the keynote address as this year’s SRI Services and Partners Good Money Week event. Sign up to the ‘SRI Services and Partners’ 21 October […]
I’m delighted to have been able to support Which? with their recent ethical investment report (and for both SRI Services & Fund EcoMarket to have earned a mention online and in their magazine.) The report is a good introduction to the sector and one individual investors are likely to find very useful, with quotes from […]