julia-dreblow-2020-pic-reducedAbout SRI Services

SRI Services is the UK’s only independent company devoted entirely to advancing the retail Sustainable and Responsible Investment (SRI) fund market – which we define as regulated ethical, sustainable and responsible investment funds that are designed to meet the needs of individual investors with an interest in environmental, social and/or ethical issues.  We are probably best describes as ’boutique’ or ‘specialist’ and our core focus is the intermediary market.

Our purpose is to encourage – and help facilitate – the expansion of this area so that investors increasingly use the power they have to effect positive environmental and social change through careful decision making.

We believe that by actively promoting such options to individual investors financial advisers, wealth managers and fund platforms can meet individual investors’ personal values based needs better and  build stronger client relationships.

We believe the foundations of this area are in improved transparency and access to appropriate information.  As such, our main area of work is the Fund EcoMarket fund tool which is open to everyone.  Its core focus is financial services professionals, particularly financial advisers and other financial services intermediaries – but we welcome anyone and everyone who shares our interest in this important area.

We are not authorised to offer investment advice and do not deal directly with individual investors.  SRI Services and our free to use Fund EcoMarket fund tool and app were created by – and are managed by – Julia Dreblow BA Hons, DipPFS who has specialised in this area since the 1990’s.

Areas of business:fund-ecomarket-logo-no-boarder

  • Provision of information and tools to facilitate the expansion of retail Sustainable, Responsible and Ethical Investment (SRI).  This is primarily via our fund hub Fund EcoMarket but supported by the sriServices.co.uk (our original adviser support) site.  As at Q3 2019 Fund EcoMarket boasts over 1000 unique users per month (Google Analytics).
  • Consultancy and collaboration with a diverse range of retail financial services partners.  See our Partners Page for further information.  Julia also serves on the UKSIF serves on two TISA RSI committees and is on the BSI (PAS 7342) steering group (May 2021).
  • Media – regular contributor to IFA/retail investment intermediary publications (see link)
  • Events  / training – regular speaker at events – as well as organising an annual conference for intermediaries during Good Money Week. Julia also the technical author of the PIMFA ESG Academy (launched 2020).
  • Consultations / policy – we regularly speak with policy makers and respond to industry consultations in order to help shape and expand a healthy, constructive sustainable and responsible investment landscape. (See www.fundecomarket.co.uk/help/blog for links.)

Awards:

  • Nominated for 2019 Women in Financial Advice Award (‘Woman of the Year – Adviser Support Services’)
  • Transparency Taskforce ‘Transparency Trophy‘ winner December 2018 
  • Investment Week ‘SRI Research Provider of the Year Award’ 2016, 2017, 2018 Finalist. (Keynote speaker at IW 2018 ESG event)
  • Fund EcoMarket was also shortlisted  / finalist for this Sustainable City Award 2016. (Category no longer offered)
  • sriServices’ work was  ‘Highly Commended’ in the 2015 Corporation of LondonSustainable City Awards‘ (Sustainable Finance) category .  (Read more about the award here.)

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

  • We fill a gap in the market by helping (mainly) financial advisers and other intermediaries 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 Rathbones, Liontrust, Pictet, Quilter Cheviot, Triodos, Sarasin Partners, Unicorn, M&G, JanusHenderson, Kames, Foresight, WHEB, EdenTree, Aberdeen Standard, BMO, BNY Mellon, Fidelity, Stewart Investors and Jupiter Asset Management.
  • 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 related aims and opinions

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 investors 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 re-elected to the UKSIF (not for profit) board in 2018 having previously served 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

SRI Services materials are for information only and intended for use only by financial services professionals. We are not authorised or regulated, can not offer advice and do not deal with individual investors. The information we supply is not to be regarded as endorsements or recommendations and we recommend intermediaries use the information we publish in conjunction with other sources. Whilst we make every effort to ensure our information is up to date and accurate we can not be held responsible for decisions made using our services or those linked to our sites.

Registered Company: SRI Consultants Ltd. Company No: 03904843