SRI Advice Process

This advice process is intended to help advisers to offer advice on green and ethical funds more effectively.

Steps 1-4 are supported by the information tips and tools offered by sriServices and Fund EcoMarket.

These are explained further on the pages shown on the left of your screen.

This process is intended to compliment your existing fact finding processes – demonstrating how and when different aspects of SRI  can be brought into the advice process.

Please note:

Also, although comprehensive with regard to the main SRI options the Fund EcoMarket tool does not  cover all possible options as impact investment, discretionary fund management, unregulated and offshore funds are beyond the current scope of the tool.

Go to Fund EcoMarket adviser database tool here.

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.