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.

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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