Partnership & Affiliate information

Our purpose is to grow retail sustainable and responsible investment (SRI) by bringing together information that helps intermediaries understand different fund strategies and match funds to client preferences.

We rely on companies partnering with us so that we can offer this information for free, on an ‘open to all’ basis.

• Fund EcoMarket lists all* relevant regulated, retail, onshore sustainable and responsible funds – (plus some additional options eg selected SICAVs). This information is replicated on our App.
• We request exactly the same information from fund managers whether they are partners or not.

In return for their support we raise the profile of our partners on our website and app.

We offer two options: ‘Partnership’ (for fund managers) and ‘Affiliate’ (intended for service providers).

Both are at our discretion – and explained below:

Fund EcoMarket Fund Manager ‘Partners’

In return for supporting Fund EcoMarket as a ‘partner’ fund managers enjoy the following benefits:

• partner logos are shown on the Fund EcoMarket home page (with ‘click through’ to funds)
• partner logos are shown alongside their fund entry(ies)
• partner fund entries are listed ahead of non partner funds (in random order) both on our website and App
• partners can use our logo(s)
• where appropriate, partner logos will be displayed at events and in our promotional material
• Partners are invited to speak at our events (where possible)

Fund EcoMarket Service Provider ‘Affiliate’

We also offer the following relationship option for service providers, who offer fund related services to financial advisers and others – at our discretion:

• affiliate logo to be displayed alongside product/service entry on Fund EcoMarket
• affiliate product or service to be listed after ‘fund partner’ fund entries but ahead of other/standard entries both on the Fund EcoMarket website and App
• affiliates can use our logos also

What next?
Please contact Julia@sriServices.co.uk  if you would like to raise the profile of your company on our fund tool by becoming a sponsoring partner.

Please contact Su on funds@sriServices.co.uk if you wish to make changes to an existing fund entry.

Download forms – by arrangement only

*Please be aware we list all the relevant funds we can find – and display information from all fund managers, irrespective of whether or not they are a sponsor.  Information is supplied directly by fund managers and not verified or altered by ourselves.  We are not authorised to offer advice.