Top 100 sustainable investment filter searches on Fund EcoMarket 2022

Posted on: February 8th, 2023

Top 100 sustainable investment filter searches on Fund EcoMarket 2022

Top 100 filter searches on Fund EcoMarket during 2022:

The sustainable fund filter searches carried out during 2022 were once again as mixed as they have been previously – indicating that users of the Fund EcoMarket tool unsurprisingly need to consider both financial and sustainability criteria.

A number of our SRI Styles labels were again in the top 100.

Sustainability Themed lead the way, followed by Ethical and Environmentally Themed. This again, indicates the usefulness of being able to see funds grouped together by their core sustainability characteristics as a way of starting the process of matching funds to client preferences.

High level ‘Environmental and Sustainability policy…’  filter options proved very popular again, with ‘Excludes Coal, Oil and Gas Majors’ being the top individual search this year.

Armaments, Tobacco and Animal Testing exclusionary filters followed (respectively in 17th, 18th, 19th and 20th places).

These again indicate a diverse range of client interests and an emphasis on ‘exclusions’ – which we believe remain popular in retail markets because of the clarity it brings.

The highest ranking ‘positive’ filters were ‘Invests in clean energy/renewables’ (38) and ‘Aims to generate positive impacts (or ‘outcomes’)’ (48) – although these may be skewed by their being a number of impact related filter options on the site.

To have your say on any changes you would like us to make to the filter options and text fields on the site this year please respond to our brief survey linked here.

Last year’s top searches were:

1.       OEIC/Unit Trust
2.       Equity
3.       Mixed Asset
4.       Sustainability Themed
5.       UK
6.       Global
7.       Passive Equity
8.       Ethical
9.       Environmentally Themed
10.   Equity Income
11.   Investment Trust
12.   Fixed Interest
13.   ETF
14.   Environmental policy
15.   Sustainability policy
16.   SICAV/Offshore*
17.   Coal, oil &/or gas majors excluded
18.   Armaments manufacturers avoided
19.   Tobacco production avoided
20.   Animal testing exclusion policy
21.   Pension
22.   Not Set
23.   Climate change / greenhouse gas emissions policy
24.   Europe
25.   Emerging Markets
26.   Europe >50% UK
27.   USA
28.   Animal welfare policy
29.   Unclassified
30.   Ethical policies
31.   Infrastructure
32.   Asia Pacific
33.   DFM/Portfolio
34.   Property
35.   Europe Ex-UK
36.   Fracking and tar sands excluded
37.   Pornography avoidance policy
38.   Invests in clean energy/renewables
39.   Japan
40.   Arctic drilling exclusion
41.   Asia Pacific ex Japan
42.   Child labour exclusion
43.   Sustainability Tilt
44.   Fossil fuel reserves exclusion
45.   ESG Plus
46.   Gambling avoidance policy
47.   Social policy
48.   Aims to generate positive impacts (or ‘outcomes’)
49.   Social Themed
50.   Deforestation / palm oil policy
51.   Favours cleaner, greener companies
52.   Animal testing – excluded except if for medical purposes
53.   Human rights policy
54.   Corporate Activity
55.   Civilian firearms production exclusion
56.   Alcohol production excluded
57.   Environmental damage and pollution policy
58.   Limits exposure to carbon intensive industries
59.   Not set
60.   Unsustainable / illegal deforestation exclusion policy
61.   Life
62.   Indian sub-continent
63.   Clean / renewable energy theme or focus
64.   Positive environmental impact theme
65.   Strictly screened ethical fund
66.   Nuclear exclusion policy
67.   Plastics policy / reviewing plastics
68.   Other
69.   Governance policy
70.   Oppressive regimes exclusion policy
71.   Royal London Sustainable Diversified Trust Fund
72.   Cash (or =)
73.   Charities
74.   Measures positive impacts
75.   Sustainability theme or focus
76.   Hedge
77.   Positive selection bias
78.   Avoids companies with poor governance
79.   FP WHEB Sustainability Fund
80.   Energy efficiency theme
81.   Fast fashion exclusion
82.   In house responsible ownership/voting expertise
83.   Available via an ISA (OEIC only)
84.   Balances company ‘pros and cons’/best in sector
85.   Faith Based
86.   Labour standards policy
87.   ASI Global Sustainable and Responsible Investment Equity Fund (ASI)(abrdn)
88.   Anti-bribery and corruption policy
89.   ESG integration strategy
90.   Responsible supply chain policy or theme
91.   Liontrust Sustainable Future Global Growth Fund
92.   Liontrust Sustainable Future Managed Fund
93.   Responsible Ownership (FM company)
94.   Health & wellbeing policies or theme
95.   Janus Henderson Global Responsible Managed Fund
96.   Liontrust Sustainable Future Managed Growth Fund
97.   Negative selection bias
98.   Rathbone Ethical Bond
99.   Require net zero action plan from all/most companies
100.                       Biodiversity Policy

 

FundEcoMarket

FREE
VIEW