SRI on Wraps and Platforms

Platforum Fact Sheets:

Link to Platform/Wrap fact sheets  http://theplatforum.com/platform-focus  Published q2 2014

 

FG12/15  clarifies advice requirements

See this link for an sriServices view on the June 2012 FSA paper 12/15 and how it relates to the SRI maket .

This includes comment on the FSA clarifications which sets out the need for wrap and platform users to offer SRI and ethical options to all clients even if their regular provider does not offer such options.

The Fund EcoMarket tool lists funds by distributer, meaning that advisers can easily find which platforms offer their favorite SRI options.

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ADVISER SURVEY:

PLEASE COMPLETE OUR BRIEF ON-LINE ADVISER SURVEY HERE TO HELP INFORM THE DISTRIBUTION STRATEGY OF SOME NEW  SRI FUNDS THAT ARE PLANNED FOR LAUNCH LATER THIS YEAR.

THE AIM OF THIS SURVEY IS TO FIND OUT WHICH ARE YOUR FAVOURITE PLATFORMS AND WRAPS SO YOU CAN HAVE EARLY ACCESS TO THESE NEW FUNDS!

THIS SHOULD TAKE YOU NO MORE THAN 2 MINUTES TO COMPLETE

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Green and Ethical Funds on Platforms and Wraps

The success of platforms and wraps is clear – however although many offer excellent access to funds and numerous complex services they generally offer little support for those interested in green and ethical investment.  If you work with or for a platform provider and would like to discuss this challenge we would be happy to speak with you. 

For some background to our thoughts on this area you may like to read the report written by Julia Dreblow for industry association  UKSIF as part of National Ethical Investment Week 2010 ‘Green and Ethical funds on Platforms and Wraps’ .

 

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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.