Partnership & Affiliate information

Our purpose is to grow retail sustainable and responsible investment (SRI) by bringing together information that enables UK retail financial services intermediaries to match investment strategies to client preferences.

We publish our research for free,  which we are able to do thanks to the support of the investment mangers who partner with us.

Partnership agreements are annual, at our discretion and arranged by exchange of emails.

Fund EcoMarket ‘Partnership’ arrangements:

In return for supporting us financially Fund EcoMarket partners enjoy the following benefits:

• partner logos are shown on the Fund EcoMarket website home page
• partner logos are shown alongside their fund entry(ies) in the Fund EcoMarket database
• partner fund entries are listed ahead of non partner funds (in random order) both on our website and App
• partner logos may be displayed – in a block showing all partner logos – at our events and in our promotional material (eg PPT presentations)
• partners may use our logo(s) in relevant marketing
• partners are invited to speak at our events where possible (event involvement is agreed separately)

Please note – we request exactly the same fund information from fund managers whether they are partners or not.

We welcome both partners and non partners helping to raise awareness of our free to use fund tool.

Fund EcoMarket ‘Affiliate’ arrangements:

We also offer an affiliate arrangement, also at our discretion, for relevant service providers.

• affiliate logo to be displayed alongside product/service entry on Fund EcoMarket
• affiliate product or service to be listed after ‘partner’ entries within the database –  ahead of standard entries.
• affiliates may use our logo

What next?
Please contact Julia@sriServices.co.uk  if you would like to enquire about becoming a partner or affiliate.

Please contact Su on Su@sriServices.co.uk if you wish to add or amend information on our website.

Download forms – by arrangement only

*Please be aware we list all the relevant options that we are aware of however our focus is UK listed OEICs.  Other options types are added at our discretion. Most of our information is received directly from fund/product/service managers. We display information from all managers in the same way – irrespective of whether or not they are a sponsor.  Information and links supplied by managers is not verified or amended by ourselves (although there are exceptions, such as if it is supplied in a format we can not use).

We are not regulated or authorised to offer advice.