Online adviser tool ‘Fund EcoMarket’ launched to unlock ethical investment opportunities

 London, 16 October 2015

 
sriServices has launched a new online database tool ‘Fund EcoMarket’ to help financial advisers bring Sustainable, Responsible and Ethical Investment into their advice processes.  It will be formally launched at an event on 9 November, at Rathbones offices in London.

Fund EcoMarket offers specialist sustainable, responsible and ethical investment (SRI) support in the form of an online database tool and information hub.   It is open to all and free to use – but is primarily intended for financial advisers.

Fund EcoMarket has been created in response to generally poor adviser support for this area.  Its aim is to make it easier for all financial advisers to meet the needs of clients who are interested in social, ethical and environmental issues – as this area is commonly overlooked by conventional support service providers.

Explaining why Fund EcoMarket came about sriServices founder Julia Dreblow commented:  “For years now many Financial Advisers have been reluctant to ask clients if they are interested in ethical, sustainable or responsible investment (SRI) as they have had no sensible way of satisfying the needs of clients who say ‘Yes, I am interested’.

Fund EcoMarket fills this gap.  It focuses entirely on sustainable, responsible and ethical information that is often hard to find.  All funds are listed.  Fund EcoMarket segments options according to their core SRI/ethical characteristics – as well as by their product and asset types.  This makes ethically relevant options easy to find and compare.

Fund EcoMarket has been designed to compliment advisers’ existing processes.  It includes an online ‘SRI StyleFinder’ fact find questionnaire, a whole of SRI market filterable database, text and links from fund managers and a full reporting function that helps fulfil adviser audit trail requirements.

Attendees at the 9 November event will also hear from leading sustainability and ethical investment fund managers from Alliance Trust and Rathbones – two of the Fund EcoMarket’s supporting fund managers – as well as from the CEO of SRI industry association UKSIF.

To register for this industry professionals only event go to this link .

 

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Notes for Editors:

  • The purpose of Fund EcoMarket is to improve adviser access to sustainable, responsible and ethical investment options.
  • sriServices provides specialist sustainable, responsible and ethical investment related support, consultancy and tools for the financial services community.
  • The event is being held to coincide with UKSIF’s Good Money Week.
  • sriServices was awarded ‘Highly Commended’ in the Corporation of London Sustainable City Awards 2015 (Sustainable Finance category)
  • www.FundEcoMarket.co.uk  is free to use thanks to support from leading SRI fund managers Alliance Trust, Pictet and Rathbones.
  • All onshore, regulated, retail SRI/ethical OEIC, Life, Pension and Investment Trust funds are listed – plus a range of ‘Responsible Engagement’ asset options.
  • sriServices does not offer financial advice however there is a ‘Find Adviser’ area for people who would like to speak to a financial adviser.
  • Funds can be selected according to their ‘SRI Style’ (the sriServices segmentation system) or in line with the other SRI/ethical issue related filter options.
  •  ‘SRI Styles’ are used by RSMR in their Rated SRI fund service.  sriServices has collaborated with RSMR for some years and co-authors their ‘Adviser Guide to SRI’ and will be supporting their adviser event in Leeds on 22 October.
  • sriServices has recently published a ’30 people, 30 words, 30 years’ SRI/ethical investment adviser guide with PanaceaAdviser – setting out why this area matters.
  • sriServices founder Julia Dreblow previously managed the SRI/ethical investment area at Friends Life and was a director of UKSIF.  Her work now also includes specialist consultancy and support as well as writing for industry media.  See About Us for further information.
  • Go to www.FundEcoMarket.co.uk  website.

 

Contact Julia Dreblow:

Julia@sriServices.co.uk 

 07702  563702 

 

Download pdf of release here.

 

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