Helping advisers and wealth managers find OEIC, SICAV, portfolios options – and more – that reflect clients’ sustainability and ethical preferences
Sustainable, responsible and ethical investment (that we refer to as ‘SRI’) can appear complex if you do not deal work in this area regularly.
Not only are there many different issues to consider – and different approaches offered by fund managers – there are also some unhelpful misconceptions and myths.
The is why we have designed this free to use website and fund tool with a range of support information – designed for financial services intermediaries. The majority of the information on our database comes directly from fund managers, describing their own strategies. It is therefore free from ‘opinions’ which may or may not reflect those of your clients.
Our work aims to highlight the many similarities and differences between fund strategies. The database filters enable users to generate a list of potentially appropriate fund and product options. The ‘More Info’ fields within fund and product entries add further explanation and links.
Our services and include an ‘Stylefinder’ fact find support tool – that works with the ‘SRI Styles’ filter on the database.
All information can be saved (to pdf) for your audit trail.
This information is free to use thanks to our partners.
Strategy variations
When starting out it is important to understand that different strategies have evolved for different reasons, largely because client preferences vary.
Three of the most common reasons people are interested in this area are:
Different strategies place different levels of emphasis on these aims.
As with any area of investment your starting point should be to identify clients’ aims by asking questions.
- We recommend financial advisers and planners ask all clients if they are interested in this area as part of their standard fact-finding process (see ‘Advice Process’ for further support).
- For interested clients we recommend advisers then proceed to ask further, more specific, questions. This can be in the form of a high level ‘StyleFinder’ questionnaire or by searching for specific strategies.
- More specific preferences should be identified and used to further refine your fund search on our main database
About the Stylefinder questionnaire
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- Select relevant statements on questionnaire to generate list of best fit ‘SRI Style’ options
- Enter your findings into the ‘SRI Styles’ filter on Fund EcoMarket to generate a list of potentially relevant fund options
- Refine your search using the additional filter options
Please note: this for information purposes only and does not represent advice or endorsement of any kind. These are our suggestions based on experience and research. We are not authorised to offer financial advice and can not deal directly with individual investors.