Top Fund EcoMarket Filter Searches in 2019

The following list is of the top individual filter searches carried out on Fund EcoMarket from 1 January to 31 December 2019.

This information is derived from Google Analytics, which recorded 34,087 filter options having been  selected over the twelve month period.

This information showed the breadth of different issues people were interested in as the top few searches accounted for just over 3% of the total number searches with those towards the bottom of the table being just under 0.2%  .

To comment on the significance of this I would suggest intermediaries (and others in the retail investment community)  consider the following:

• these results point to why intermediaries find this market difficult as peoples’ areas of interest and needs are so diverse – and often nuanced
• this points to why a database of this kind is useful as tools which focus on a smaller cohort of issues will be considerably less helpful (and potentially misleading)  when looking after the needs of a large proportion of clients.
• not withstanding the above these results indicate a clear interest in both individual and more specific sustainability and environmental issues, with ‘Avoids coal, oil and/or gas, majors’ showing as the single highest ‘issue’ filter.
• these results also point to perhaps surprisingly high interest in often lower profile and more traditional ethical investment related concerns – notably the desire to avoid invest in companies in the armaments, tobacco and animal testing fields.
• like the Fund EcoMarket fund tool that this information is based on, this information is published free of charge as we believe it is important this is information is made available to the entire retail  investment community who are supporting individual investors day in day out.  This is made possible thanks to the support of the 15 fund management groups (logos shown below) that support this whole of market fund tool.

Julia Dreblow

julia@sriServices.co.uk