About SRI Services

sriServices is UK’s only independent company devoted entirely to advancing retail Sustainable and Responsible Investment (SRI) – which we take as meaning the full range of regulated ethical, sustainable and responsible investment options that are available for individual investors.

Our purpose is to help grow sustainable, responsible and ethical investment.  The information we publish is available to everyone however our main focus is financial services professionals.

We are not authorised to offer investment advice and do not deal directly with individual investors.  sriServices and Fund EcoMarket were set up by and are managed by Julia Dreblow BA Hons, DipPFS.

Areas of business:

  • Provision of information and tools that promote retail Sustainable, responsible and ethical investment.  This is via our fund hub Fund EcoMarket and via sriServices (our adviser support site).  We are also active on social media, run (and support), events and media enquiries.
  • Consultancy and collaboration with a diverse range of retail financial services partners.  See our Partners Page for further information.

Awards:

  • Investment Week ‘SRI Research Provider of the Year Award’ 2016 Finalist
  • sriServices’ work was  ‘Highly Commended’ in the 2015 Corporation of London ‘Sustainable City Awards‘ (Sustainable Finance) category .  (Read more about the award here.)
  • Fund EcoMarket was also shortlisted for this Sustainable City Award 2016.

Our purpose is simple: to advance retail sustainable and responsible investment

  • We fill a gap in the market by helping (mainly) financial advisers to understand and meet their clients’ ‘green and ethical’ investment goals more easily.
  •  Fund EcoMarket database tool is a comprehensive, ‘whole of market’ database.   Funds are listed in directory style – and can be ‘sifted’ with the help of six filter options.
  • Fund EcoMarket is free  to use thanks to the support of Liontrust (formerly ATI), Pictet and Rathbones, Quilter Cheviot, Triodos, Sarasin Partners and Unicorn.
  • Fund EcoMarket includes a Fact Find questionnaire which uses our unique  ‘ SRI Styles‘ segmentation system to help users identify their preferred SRI Styles via a client microsite.

Our Vision

To help shape an investment community that (a) understands the sustainability agenda and supports, rewards and benefits from well run, responsible, forward looking businesses;  b) offers all investors the opportunity to invest in a way that suits their personal SRI needs.

Our Mission

To put individual investors and their advisers at the heart of a forward looking, sustainable and responsible investment community and to encourage all players to support more sustainable business practices and lifestyles through well informed investment decision making.

 

Previous experience – overview

  • Julia was formerly the SRI Marketing Manager at Friends Provident, having started her career as a broker consultant with NPI in 1989.
  • Julia was also an UKSIF board director from 2002 – 09, where she chaired their Retail Sub-Committee and helped set up National Ethical Investment Week, now ‘Good Money Week’. (See ‘Biography’ for further information).

Keeping in touch

 

sriServices is not authorised to offer investment advice, this site is intended for information purposes for UK based financial advisers only and does not constitute advice or recommendations of any form. Advisers are recommended to use this information in addition to their regular information sources and processes.

If you are an individual investor and require advice on SRI, green or ethical investment you can find an adviser via www.unbiased.co.uk or see the ‘Find Adviser’ button on our SRI StyleFinder site (available via our home page)

 

 

 

 

 

contact us

This information is for use by UK professional financial advisers only. SRI Services is not authorised to give investment advice, if you are an individual investor you can find an IFA on www.unbiased.co.uk. The information on this site does not in any way constitute advice or recommendation. The information and tools are intended to compliment, not replace existing adviser information sources. Investment decisions should not be based on the information contained on this site alone. Please confirm fund information with fund managers. We cannot be held in responsible for advice given as a result of using this site and are not responsible for the content of sites linked to this service, we do however of course take every effort to ensure the content of this site is as accurate as possible at time of publication.