Literature & adviser SRI support directory

 

SRI and ethical investment literature and links for financial advisers:  the following items have been produced either by sriServices or with our involvement...

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  • Fund EcoMarket ‘Screened, Themed and Engaged’ brochure – showing suggested advice process, and how sriStyles meet the ‘Big 3’ client SRI/ethical aims.  This is designed as a six side folding A5 brochure. Two download options: 6 x A4 pages for better readability.  Or –  Front/back 2 x A4 pages to show original layout.
  • ILP Moneyfacts articles 2017 – Ethical fund survey and ‘Actuaries & Climate Risk – a convenient intervention’
  • SRI Styles in Brief – June 2017 update
  • RSMR SRI Guide for financial advisers produced in collaboration with sriServices November 2016 (revised version)
  • CII Thinkpiece – SRI: Environmentally, Socially and Financially Useful’ Julia Dreblow September 2016
  • RSMR Matrix  1608-sri-matrix-v9
  • Client Fact Find Questionnaire – corresponding with fields on Fund EcoMarket May 2016
  • ‘SRI Styles in brief’ a one page expanation Fund EcoMarket SRI Styles classifications May 2016
  • May 2016 PFS/IIL ‘Bringing Sustainable Responsible and Ethical Investment into the advice process’ event Podcast and presentation slides link . Slides also available here.
  • ‘5 Step advice process’ Fund EcoMarket linked brochure – offering help with integrating SRI into the advice process (March 2016)
  • Synaptics Conections magasine ‘Enquiring Stewards’ article (by Julia) April 2016
  • Citywire ‘Adviser KnowHow’  interview with Julia Dreblow for New Model Adviser February 2016  – see below.
  • RSMR/sriServices SRI Guide for advisers – September 2015
  • ’30 people, 30 words, 30 years’ guide  kindly published by PanaceaAdviser for sriServices September 2015
  • New Synaptic Software Ethical Fact Find Questionnaire September 2015
  • ILP Moneyfacts ‘Stranded Assets’ article by Julia Dreblow August 2015
  • ILP Moneyfacts SRI article by editor Richard Eagling –  A Greener Future July 2015
  • ILP Moneyfacts SRI article  Stepping Stones for Success  by Julia Dreblow May 2015
  • New RSMR SRI rated fund matrix March 2015
  • Moneyfacts SRI feature January 2015 ‘Ready to play ball?’ by Julia Dreblow. The article is available here.
  •  Parmenion (DFM/Platform provider)  portfolio selector / fact find questionnaire January 2015
  • Capita Connections magasine ‘Because it IS about the Money, Money Money’, SRI article by Julia Dreblow  (Or link to full magazine here). Published December 2014.
  •  ‘SRI Fact Finding’  adviser teleconference please use this link.  to listen to a recording of this sriServices event (during Good Money Week 14)
  • Investment Life & Pensions Moneyfacts SRI feature‘Trust and a Cleaner, Greener Future’, by Julia Dreblow September 2014
    •  See ‘Videos’ page for 2014 event recordings
  • Adviser Guide to SRI  – a RSMR / sriServices collaboration – June 2014
  • RSMR (Rayner Spencer Mills Research)   Rated SRI Fund  Matrix – segmented by sriServices ‘SRI Styles’ – June 2014
  • Investment Life and Pensions Moneyfacts  SRI article June 2014 (3 pages) here.
  • Parmenion DFM – See here for links to new literature  showing SRI portfolio options
  •  ‘SRI Styles Overview’ – a one page overview for advisers – outlining the main forms of SRI and Ethical Investment (by sriServices / Julia Dreblow)
  • SRI Adviser Guide – Unbiased.co.uk  online  SRI Guide for Financial Advisers (written by Julia Dreblow sriServices), published November 2013
  • ‘SRI StyleFinder’ Fact Find, from sriServices –  A client microsite with generic SRI styles information and fact find questionnaire. The following link can be sent to clients or embedded into an adviser’s own site.  http://stylefinder.fundecomarket.co.uk . This questionnaire is also ‘printable’ and may be available for ‘white labelling’.
  • Capita Synaptic Fact find. Revised Capita Synaptic Ethical factfind Nov 13.  This is an ‘issues and approaches’ based questionnaire that relates to the Capita/Synaptic Research fund tool.
  • Client Video. A two minute B2C PPT video for use by financial advisers (please note advisers are responsible for any compliance aspects).  See below.
  • Adviser Bootcamp (Blue & Green Tomorrow)  SRI training event pdf – download information and slides , the first of which is ‘Dynamism, Diversity and Collaboration, the way forward in retail SRI’ by Julia Dreblow.
  • ‘Responsible Engagement’ research by sriServices press release, 12 March 2013 – shedding light on welcome ‘behind the scenes’ activity at F&C Asset Management, Jupiter Asset Management, Kames Capital, Legal and General Investment Management, Scottish Widows Investment Partners and Standard Life Investments.
  • Adviser Video: an ‘Introduction to Fund EcoMarket’ by sriServices, our SRI database tool for financial advisers – an easy to use tool which segments SRI options into ‘SRI Styles’  – see below.
  •  ‘Adviser Guide to SRI’ a Rayner Spencer Mills and sriServices collaborative project, kindly sponsored by Ecclesiastical and F&C, which introduces key SRI/ethical investment advice concepts and includes an SRI fund list split by Styles.  Register here for 2012 pdf download of the guide .
  • FTAdviser guide to SRI – 60 Minutes CPD, which includes a range of commentary from GAEIA, Alliance Trust and sriServices.
  • FSA document FG12/15 –  sriServices commentary on the compliance and business implications of the many references to ethical/SRI found in this recent final guidance document.
  • Fund EcoMarket  SRI Styles Directory–  single page explanations of each of the main SRI Styles, by sriServices
  • SRI Styles ‘Strategic Drivers’ diagram – click here to a download (pdf) diagram (from sriServices) which introduces the diverse range of balances been ‘values’ and ‘financial objectives’ across the SRI spectrum.   Please be aware these are indicative only.
  • ‘SRI: A Growing Opportunity for Advisers’ article in Capita/Synaptics Connections magasine 2012, article by Julia Dreblow
  • Introduction to SRI – a brief draft client PowerPoint presentation slides for adaptation by advisers – from sriServices
  • Access Fund EcoMarket adviser database tool here
  • ‘Fund EcoMarket SRI Styles in Brief’ –  to download a ‘one page aid memoire’ pdf outlining all the main SRI Styles
  • sriServices blog link

Citywire Adviser KnowHow video – Julia Dreblow February 2016

Introductory Video for Advisers and Paraplanners:

See video below for 25 minute ‘Introduction to Fund EcoMarket database tool’ presentation:


Alternative format for download to your pc:

Introduction to Fund EcoMarket Oct 2012 final with narration from juliadreblow

To find out what else is available on this site click here for a sitemap.

Please note this material is for information purposes only and is intended for use by authorised UK financial advisers only.  You should check your own compliance proceedures before using any of these materials with clients.

Client Video:

Available for download, but please note advisers are responsible for any compliance aspects

 

 

 

 

 

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.