News & views on Green and Ethical Investment, SRI and related topics

 

Site update

Some of the information on this site is now out of date.  We are in the process of reviewing and revising this. Current information can be found on our main information site www.FundEcoMarket.co.uk  

Posted in Blog |

This blog has moved to our Fund EcoMarket website

This blog has moved to Fund EcoMarket so that it can be read alongside information about individual funds.   You can access the new blog (and our Fund EcoMarket fund tool) here.   You can also sign up to our newsletter to receive updates.       Full url:  http://www.fundecomarket.co.uk/help/blog

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Screened, Themed and Engaged 2017 event – 19 October, London

‘Screened, Themed and Engaged 2017’ – IFA event, Museum of London, 19 October Details of our ‘Screened, Themed and Engaged 2017’ Good Money Week event for IFAs and industry professionals  are available here. __________________________________________________________________   Hold the date: 19 October 2017 Following the success of the sold out event last year we are currently work on the plans […]

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Actuaries warned of pensions related climate risk

Actuaries sent climate risk alert and related pensions guide THE LINKS BELOW HAVE CHANGED PLEASE SEE HERE FOR IFOA CLIMATE INFORMATION ===   It was a pleasure to meet with Nico Aspinall at last week’s Transparency Taskforce event (for which I thank Andy Agathangelou), where Nico spoke eloquently on the subject of climate change and pensions. […]

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Can DB pension schemes consider climate and other ESG factors? Yes they can!

Can DB pension schemes consider climate and other ESG factors? Yes they can! March 2017 TPR DB pension scheme guidance clarifies ‘the ethical question’ for trustees and advisers… The Pensions Regulator has recently clarified what had been a major issues for those involved with the management of defined benefit (DB) pension schemes, namely: whether or not it is acceptable […]

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Fund EcoMarket quarterly update, Liontrust and new research

 Fund EcoMarket quarterly update, Liontrust and new fund research A brief pre Easter update… highlighting some of the changes we have made to Fund EcoMarket over the last quarter and our plans … Fund EcoMarket Quarterly listing update In addition to some minor tweaks to names and subfunds the following are the key changes that […]

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New Global Sustainable & Responsible Investment report

Global Sustainable & Responsible Investment report shows rapid worldwide growth A major new report launched yesterday – at a London ‘GSIA’ event hosted by UKSIF and Bloomberg – shows rapid worldwide expansion of investments that take into account environmental, social, governance, sustainability and/or  ethical investment issues. The report studies the period 2014 – 2016. Highlights include: Europe […]

Posted in Blog, SRI Market news |

EOS PRIIPS – AKA retail sustainable, responsible and ethical investment

EOS PRIIPS – AKA retail sustainable, responsible and ethical investment Following on from last week’s blog I am delighted to report that I have now finished responding to the European consultation into investments with Environmental and Social Objectives (‘EOS PRIIPS’) – the deadline for which was last week.   Although I am no expert in EU legislation […]

Posted in Blog, Legislation and Regulation, Pensions and SRI |

PRIIPS consultation on investment with ‘environmental and social objectives’

PRIIPS consultation on investments with ‘environmental and social objectives’ The profile of ESG and SRI related investments is clearly growing fast… Last month the following Europe wide consultation was launched into retail investments with ‘social and environmental objectives’. This includes structured products and other investments used by financial advisers. The full text and consultation link […]

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Sustainable, responsible & ethical fund selection criteria update

Sustainable, responsible and ethical fund selection criteria – to be updated We are currently in the process of reviewing the SRI /ethical selection filters on www.FundEcoMarket.co.uk – ahead of updating our fund research very soon. We welcome your suggestions for updating the SRI specific filter options. The aim of this (free to use) fund information hub is to help raise […]

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Law Commission consultation – DC schemes & Social Investment

Law Commission consultation – DC schemes & Social Investment Late last year the Law Commission announced its intention to review DC schemes involvement in ‘Social Investment’. The questions in this consultation made it clear that in addition to the more specialist areas of ‘social investment’ additional ‘sustainable, responsible and ethical’ fund options were also under consideration. As such […]

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Liontrust acquires Alliance Trust Investments

Liontrust acquires Alliance Trust Investments   This week’s big news from the SRI community is that the Alliance Trust Investments team* – led by Peter Michaelis – is moving to Liontrust, taking their combined assets to £8bn. ATI is a major player in the sustainable, responsible and ethical investment fund market – with 30 entries on the Fund EcoMarket fund hub.  These […]

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Law Commission – ‘Pension Funds and Social Investment’: call for evidence

Request for input for response to SRI related questions in Law Commission DC pension scheme consultation paper. Deadline 15 December.

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Fund EcoMarket Update(s) Q4… & Q1

Fund EcoMarket Update(s) to our sustainable, responsible and ethical investment fund hub Q4 & Q1 2017 Much has changed on Fund EcoMarket over the last few months – most noticeably with a major time (and money) commitment – adding the new ‘Corporate SRI Activity’ filter field onto the top section of the tool – as reported previously. (The […]

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‘Screened, Themed & Engaged 2016’ event videos

‘Screened, Themed & Engaged 2016’ SRI event videos 9 November was an historic day… And I am particularly happy to report that – even with the news of Donald Trump’s election victory that morning – the attendance at our ‘Screened, Themed and Engaged 2016’ event was excellent. The half day ‘Fund EcoMarket and Partners’ event included presentations from UKSIF, MSCI and […]

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RSMR publishes new SRI Guide for financial advisers

RSMR publishes new SRI Guide for financial advisers   Leading retail financial services research provider RSMR (Rayner, Spencer, Mills Research) has this week published an updated version of their popular guide to SRI for financial advisers and investment professionals. This guide is produced in collaboration with sriServices – using the Fund EcoMarket ‘sriStyles’ classifications to […]

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Fund EcoMarket announcement – new ‘Corporate SRI Activity’ area

Fund EcoMarket announcement – new ‘Corporate SRI Activity’ area added for Good Money Week 2016! I am delighted to announce that we have gone live with a major change to the way Fund EcoMarket works today – 1 November 2016. We have created a new ‘Corporate SRI Activity’ filter area, in order to help users recognise […]

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‘Screened, Themed and Engaged 2016’ event now FULL

‘Screened, Themed and Engaged 2016’ event now full   The Good Money Week event we are running with our partners on 9 November(www.sriservices.co.uk/events) in London is now at full. You are however welcome to join our waiting list – please contact Julia@sriservices.co.uk or sign up via the link on the events page above. Please sign up to […]

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Fund EcoMarket – Investment Week SRI Innovation Award Finalist

Fund EcoMarket – Investment Week SRI Innovation Award Finalist So delighted to be a finalist for another highly desirable award – this time for innovation in SRI!!! The full name of the award is ‘The Investment Week Sustainable Investment Awards for Innovation (Research and Methodology)’ Links to the names of all the finalists are available on http://events.investmentweek.co.uk/sustainableinvestmentawards/static/finalists Results […]

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CII Thinkpiece “SRI: Environmentally, Socially and Financially Useful’

  CII Thinkpiece “SRI:  Environmentally, Socially and Financially Useful’     I have just been informed that the ‘CII Thinkpiece’ that I wrote for the Chartered Insurance Institute is now live on their website and being distributed to their 120,000 members across many countries.  The title of the paper is ‘SRI:  Environmentally, Socially and Financially Useful’  . In this […]

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‘Screened, Themed and Engaged 2016’ Event Sign Up

‘Screened, Themed and Engaged 2016’ A Fund EcoMarket, friends and partners ‘Good Money Week’ event for the retail financial services community This year’s Fund EcoMarket  (financial adviser focused) event will take place at The City Centre – a beautiful part of the Guildhall in the City of London. At this event you will hear about SRI industry issues […]

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Save the date – 9 NOVEMBER 2016 SRI event

Upcoming SRI events – 9 Nov – save the date! I will be involved in a number of events in and around Good Money Week 2016 (30 October – 5 November). In particular I will be running a Fund EcoMarket related event with a number of our wonderful fund manager sponsors at the City Centre (80 Basinghall Street, […]

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SRI Services shortlisted for ‘Investment Week’ Award

  sriServices shortlisted for ‘Investment Week’ Award It is with great pleasure that I can report sriServices has made it onto the shortlist as a finalist for the Investment Week ‘SRI Research Provider of the Year Award 2016’. This  relates to the work we carry out within Fund EcoMarket – the tool we have developed […]

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New Morningstar Sustainability Ratings – an opinion

 New Morningstar Sustainability Ratings – an opinion Yesterday I had the pleasure of meeting Jackie Beard and Jamie Goodwin of Morningstar to discuss the new Sustainability rating system – launched in March this year. My aim was to gain a better understanding of a system that I can see has the potential to greatly impact […]

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inSRI newsletter 8

‘inSRI Newsletter 8’ – out today Click on the link below to read the latest updates, changes and others news. This includes thoughts on: Brexit and SRI CII/PFS event (links) Good Money Week DFM/Portfolio planner survey Invitation to Join Fund EcoMarket LinkedIn Group Fund EcoMarket improvements FEM activity Pensions Regulator and SRI Download newsletter here: http://createsend.com/t/r-4F8554C8F94DED9B2540EF23F30FEDED  

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Transparency Times article

Transparency Times SRI article Last month I had the pleasure of being invited to join the Stewardship group of the recently established Transparency Task Force by its founder Andy Agathangelou – thanks to an introduction from George Latham at WHEB IM. I am new to the group and am yet to get to know its workings – yet having […]

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Fund EcoMarket expanded to include ESG Integration and Responsible Ownership

Fund EcoMarket hub expanded to include ‘ESG Integration’ and ‘Responsible Ownership’ fund manager information Fund EcoMarket, the online, whole of market ‘sustainable, responsible and ethical investment’ (SRI) fund hub, has introduced two new areas to highlight how corporate level fund manager activity can help meet investors’ aims.  Fund EcoMarket’s purpose is to help financial advisers […]

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AXA to divest tobacco industry assets

AXA to divest tobacco industry assets Last week brought the interesting news that french insurer AXA is to divest from tobacco industry investment as such investment is at odds with its role as a health insurance provider. Comments on this topic vary from surprise at a major investor exiting a key defensive sector to ‘why did […]

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Integrating SRI into advice process – IIL / PFS event podcast

  ‘Integrating SRI into the advice process’ – IIL / PFS SRI event Yesterday (11 May 2016) I had the pleasure of presenting at a lunchtime event for the Insurance Institute of London (IIL) and the Personal Finance Society (PFS). Both are part of the Chartered Insurance Institute, the UK’s largest professional insurance and finance […]

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New funds on Fund EcoMarket

New funds on Fund EcoMarket You may have noticed there are lots of changes going on on www.FundEcoMarket.co.uk at the moment! In addition to working on the ‘Corporate Activity’ area which is still ‘work in progress’ we have also just carried out our quarterly update. Some of the most notable highlights of this quarter were the… Addition […]

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Panama Papers: from point scoring to progress?

Panama Papers: from point scoring to progress? I am delighted to see at least some of the ethical aspects of investment hitting the headlines – but have a strong feeling that constructive debate would be more useful than political mudslinging… Tempting as it is, I intend to stay well away from specific cases and take […]

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Synaptic Connections magazine SRI article: ‘Enquiring Stewards’

   Synaptic Connections magazine SRI article: Enquiring Stewards   Synaptic published a number of articles on sustainable, responsible and ethical investment last week in their Q1 adviser magazine… The first in the series was our introductory article  entitled ‘Enquiring Stewards: researching the areas others may fail to consider’. The article explained how much is changing […]

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Asset TV interview: SRI & ethical investing Masterclass

Asset TV interview: ‘sustainable, responsible & ethical investing Masterclass’ On Wednesday 9 March Mike Appleby of Alliance Trust Investments and I took part in a live TV ‘masterclass’  – hosted by Asset TV. The topic ‘Sustainable, Responsible and Ethical Investing’ is intended to help inform their investment professional viewers and included Mike and I taking live […]

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View Citywire / NMA ethical investment interview video here

Citywire / New Model Adviser ‘integrating ethics’ video February 2016

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sriServices Citywire video interview

Fund EcoMarket Citywire video – interview I am delighted to be able to direct you to a new video – where I was interviewed by Ian Horne of Citywire on the topic of ethical investment – for financial advisers. This brief interview, published online in New Model Adviser as part of their ‘Adviser know how’ series,  helps […]

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Joining the ‘Good With Money’ expert panel

Joining the ‘Good With Money’ expert panel I am delighted to have joined the panel of experts on the new ‘Good With Money’ web site today. Good With Money is an exciting new project aimed at raising awareness of the ways in which we can be rather more thoughtful with our money – focusing largely on […]

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inSRI Newsletter 7 – Building momentum

inSRI Newsletter 7 – Building momentum For a brief update on what has been happening with Fund EcoMarket the sustainable, responsible & ethical investment fund tool and hub…  and beyond see inSRI Newsletter 7  . This newsletter was issued on 8 February.

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Fund EcoMarket shortlisted for Sustainable City Award

Fund EcoMarket shortlisted for Sustainable City Award 2016 News hot off the press today: I am absolutely delighted to report that  www.FundEcoMarket.co.uk has been shortlisted for the Corporation of London’s prestigious ‘Sustainable City Award’ – ‘Sustainable Finance’ category – 2016. Our submission set out the aims and purpose of the new ‘open to all’ , […]

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Highest ever Ethical Fund sales in 2015: Investment Association

Highest ever net retail ethical fund sales in 2015: Investment Association Figures released yesterday by the Investment Association (25 January 2016)  show that net retail ethical fund sales reached a new high in 2015, with sales of £715 million. The Investment Association website states the following: ETHICAL FUNDS Net retail sales of ethical funds were […]

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PFS event announced: ‘Bringing SRI into the financial advice process’

PFS / IIL event – ‘Bringing SRI into the financial advice process’   I am delighted to announce that the first of our quarterly events with the PFS / IIL is now available for members to sign up to. This is a Personal Finance Society / Insurance Institute of London lunch time  event (members only). […]

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Our FAMR SRI recommendations

Our FAMR SRI recommendations On 22 December 2015, which now feels like a rather long while ago, sriServices submitted a paper in response to the FCA’s Financial Advice Markets Review consultation request. Our response focused on the desirability of bringing values based and SRI related issues into the financial advice process as a matter of course. To […]

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Environmental Themed & Clean Technology SRI Styles merged

Environmental Themed & Clean Technology SRI Styles merged Following recent industry changes and discussions with fund managers in this area we have today deleted the ‘Clean Technology’ SRI Style on Fund EcoMarket and brought the remaining funds in to the ‘Environmentally Themed‘ SRI Style. To explain: These fund Styles have always had significant areas of […]

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Updated SRI Styles Classifications

Updated ‘SRI Styles’ classifications New SRI Style – Social Themed Fund EcoMarket now has an additional SRI Style classification: ‘Social Theme‘. This is a reflection of the existence of the Columbia Threadneedle Social Bond fund (which we hope will in due course be replicated by other fund managers). This fund was previously classified as  ‘Specialist’ […]

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Fund EcoMarket Update

Fund EcoMarket Updates & Changes For the first time since going live with Fund EcoMarket 2.0 we have now run a full (all funds) update of our SRI database tool. The information below sets this quarter’s main changes – as well as pointing to other improvements that are currently underway. Please do get in touch […]

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Fund EcoMarket and related news – roundup

Fund EcoMarket and related news – roundup  Here is a brief update on recent retail SRI related events, coverage, changes … and things  that we like! As readers may gather from the brevity of  recent blogs – things have been pretty busy recently… Things are only now starting to settle a little after Good Money […]

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New RSMR SRI Guide for Advisers

New RSMR SRI Guide for Advisers As those of you who have followed us for some time will know –  sriServices has worked with Rayner Spencer Mills Research for a number of years… RSMR use the sriServices SRI Styles when compiling their Rated SRI fund list – and we also worked together to produce a guide […]

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Fund EcoMarket v2 – Launch event

Fund EcoMarket v2 – Launch event Yesterday saw the launch of  ‘Fund EcoMarket v2’ – our newly revamped, expanded and open to all SRI fund database tool and information hub.   (See below for link to slides) In an event kindly hosted by Rathbones in their beautiful London offices attendees listened to presentations from (and asked […]

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Fund EcoMarket launch release

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 […]

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EIRIS & Vigeo announce merger

  EIRIS & Vigeo announce merger   Press release Paris, October 12, 2015   Embargo until Monday October 12 midnight Vigeo and EIRIS announce merger   Vigeo and EIRIS, two established ESG research agencies from France and the United Kingdom, will merge to create a single European agency with a with a strong network of partners […]

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Good Money Week – Fund EcoMarket 2.0 launch event

Good Money Week – Fund EcoMarket 2.0 launch event “Growing opportunities for SRI and ethical investors… & the Launch of Fund EcoMarket 2.0”  When: Monday 9 November, 8.30 – 12.00 Where:  Rathbones, (3rd Floor), 1 Curzon Street, London W1J 5FB Sign up to this event here. We are delighted to announce that we will soon be holding a  ‘Good Money […]

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Synaptic Ethical Fact Find update

Synaptic Software Ethical Fact Find update Leading fund tool provider Synaptic Software  (formerly Capita Financial) have this week refreshed their Ethical Fact Find Questionnaire. A wide range of improvements have been made to bring this important adviser aid up to date ahead of UKSIF’s  ‘Good Money Week’  next month. These improvements will help advisers to identify, […]

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Guardian ‘Fund EcoMarket’ advertisement

Guardian Fund EcoMarket advert Last Saturday’s Guardian contained and Ethical Innovations supplement which carried a Fund EcoMarket advert….  This was our first ever ‘national’ advertisement and a pointer towards what we would like to do a lot more of! Its aim was to raise awareness of our free www.FundEcoMarket.co.uk online tool/ SRI fund hub – […]

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’30 People, 30 Words, 30 Years’ – Ethical Guide for IFAs

’30 People, 30 Words, 30 Years’ – Ethical Guide for IFAs PanaceaAdviser, the online adviser support hub have today released the new ‘30 People, 30 Words, 30 Years‘  Ethical Guide for IFAs compiled by Julia Dreblow sriServices. PanaceaAdviser, who produced the 70+ page ‘adviser guide’, will be promoting the guide to their community of 20,000 advisers and […]

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inSRI Newsletter 5 – Introducing Fund EcoMarket 2.0!

 inSRI Newsletter 5 – Introducing Fund EcoMarket 2.0!  Our 5th newsletter is now available via the following link:  http://bit.ly/1LTvyBF The newsletter introduces the major improvements we have made to Fund EcoMarket over the summer, recent media activity and events that will be ‘coming soon’.    

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Ethical upgrade for financial advice – Salt blog

Ethical upgrade for financial advice – Salt Blog Here is a link to a new blog I have recently written for Salt entitled ‘An ethical upgrade for financial advice’ . The blog talks about some of the benefits of offering advice on SRI makes suggestions regarding how to go about it. I am delighted to also […]

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Stranded Assets article for advisers in this month’s ILP Moneyfacts

Stranded Assets article for advisers in this month’s ILP Moneyfacts magasine Just published – my latest article for adviser publication Investment Life and Pension Moneyfacts! This article explains the high profile issue of ‘ Stranded Assets’  for financial advisers. It sets out some of this year’s major climate change related investor activity and the issues […]

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Join our ‘Find Adviser’ listing

Join our ‘Find Adviser’ list We are in the process of updating the ‘Find Adviser’ area on Fund EcoMarket  ahead of doing some advertising – and of course UKSIF’s ever profile building  ‘Good Money Week’ (18-24 October). If you are an IFA who ALWAYS offers clients the option to invest in ethical, sustainable and responsible options and would like […]

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‘A Greener Future’ – ILP Moneyfacts article by Richard Eagling

  A Greener Future – July Moneyfacts This week saw the publication of  an excellent article by Investment Life and Pensions Moneyfacts editor Richard Eagling. In this cover article Richard reports on how a renewed focus on climate change and the strong performance of ethical funds could see more advisers grasping the opportunities offered by SRI […]

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Fund EcoMarket Quarterly Update Complete

Fund EcoMarket Quarterly Update Complete Fund EcoMarket, our SRI database tool, has just been updated. This update was delayed by a few weeks because of our upgrade – but has now been completed. Briefly – the main features this quarter were: This update was relatively minor, with few changes Most changes related to rebranding (eg Skandia and […]

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SRI Database Fund EcoMarket 2.0 (beta site) now LIVE!

Fund EcoMarket 2.0 (beta site) now LIVE! Fund EcoMarket is our unique, comprehensive SRI and ethical investment database tool for the ‘individual investor’ world.  FEM has been up and running since 2011 and over that time we have learned a great deal… all of which has now been brought into ”version 2′. Thanks to sponsorship from Alliance […]

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Capita Connection Magasine

Capita Connection Magasine sriServices and Fund EcoMarket are referenced in this quarter’s ‘Connection’ Magasine, published by Capita Financial Software.  The magasine is themed ‘Land of Opportunity’.  The SRI article can be found on pages 14-15 on the following link:  http://capita.clikpages.co.uk/2015/q2/ Capita is a long term supporter of the SRI/ethical investment market and has worked with Julia Dreblow […]

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Charles Jacob CBE

Charles Jacob CBE I received the news last night that one of the founders of ethical investment in the UK, Charles Jacob, passed away on the evening of 1 June, aged  94. Charles will be remembered for his passion for and commitment to ethical investment – and as the originator of the ‘Stewardship’ name. Charles served on the […]

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ILP Moneyfacts article ‘Stepping Stones for SRI Success’

ILP Moneyfacts ‘Stepping Stones for Success’ SRI article by Julia Dreblow This week saw the publication of my most recent  SRI article in Investment Life and Pensions Moneyfacts :  ‘Stepping Stones for Success’ . The article talks about retail SRI  ‘post 2008’, offering tips on SRI fact finding options and sources of further information, tools […]

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Impact Investment Questions added to Fact Find

Impact Investment Questions added to SRI Fact Find In response to the growing importance of ‘Impact Investment’ sriServices has today added three related questions to their online  ‘sriStyleFinder‘ fact find questionnaire .  This means that when these questions are selected the user will be told that they may favour ‘Specialist’ fund options. The link to the client microsite that […]

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WHEB publish innovative ‘Impact’ Report

WHEB publish innovative new ‘Impact’ Report Serial ‘sustainability’  innovators WHEB have this week published a report that sets out the ‘impacts’ of where they invest – setting out, with numbers and explanations, the wider effects of their investment decisions. See report: WHEB Reporting Impact_2014 Founded as an environmental corporate finance boutique in the 1990’s and boasting Ben Goldsmith as a partner since 2003, WHEB […]

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sriServices ‘Highly Commended’ in Corporation of London Sustainabile City Awards

sriServices ‘Highly Commended’ in Corporation of London Sustainable City Awards I am delighted to report that sriServices received a ‘Highly Commended’ award in the ‘Sustainable Finance’ category of Monday’s Corporation of London Sustainable City Awards. ‘sriServices’ and fair trade lender ‘Shared Interest’ were both ‘Highly Commended’, with poll position awarded to ‘Ethex‘,  the positive investment platform. Commenting on the award Julia Dreblow of […]

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Fund EcoMarket Quarterly Update complete

Fund EcoMarket Quarterly Update complete SRI & Ethical fund database ‘Fund EcoMarket’ is now up to date as at March 2015! The changes this quarter were minimal.  They comprised mainly of additions where funds appear to been listed in previous datafeeds.  A possible reason for this is that the funds may not have registered as ‘ethical or sustainable’ […]

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New RSMR SRI Rated fund matrix

New RSMR SRI Rated fund matrix The new RSMR SRI rated fund matrix (March 2015) is now available. The ‘Rayner Spencer Mills Research’ rated SRI options use the unique sriServices  ‘SRI Styles’ segmentation model, which group together funds with similar ethical, sustainable and responsible investment characteristics. This is also available in our literature directory.          

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Ethical Investment / SRI’s top influencers…

Ethical Investment / SRI’s top influencers… I am on a quest to identify those people who have most helped shape the world of ethical investment & SRI over the last three decades. More specifically – I am looking for 30 people who have been major influencers in the areas of retail Ethical, Sustainable and/or Responsible Investment.  The plan is to ask […]

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New SRI materials for advisers – from RobecoSAM, Parmenion & Friends’

New, useful SRI materials, for advisers – from RobecoSAM, Parmenion & Friends’ Having had one or two issues with technology recently I am going to entirely borrow today’s content from third parties.  My knowledge of Wifi may have expanded but my self-generated content has not …    The following are links to useful support materials that I have either simply come […]

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“Ready to Play Ball?” New ILP Moneyfacts SRI feature

“Ready to Play Ball?” New ILP Moneyfacts SRI feature (January 2015) Investment Life and Pensions Moneyfacts have published an SRI feature by Julia Dreblow of sriServices in this month’s magasine.  The article is available here. The article introduces some of the 2014  SRI highlights – including European and UK wide growth, Good Money Week and  ‘Unburnable Carbon’. The final paragraph invites […]

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Seize the day: The Economist comments on falling oil prices

Seize the day :  The Economist comments on falling oil prices Rarely have I seen such a welcome headline as in today’s Economist (16 January 2015)… “Seize the day – The fall in the price of oil and gas provides a once in a generation opportunity to fix bad energy policies.” See the article here.  The gist of this article […]

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Xmas Email server issues – now sorted!

Christmas Email server issues – now sorted! Apologies, over Christmas we changed our web & email server… Everything is now up and running once again.  However if you emailed sriServices.co.uk over the Christmas period and did not receive a response it is quite possible we did not receive your message. Please try again or if you prefer – do […]

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Fast growing ‘Visits’ to sriServices & Fund EcoMarket in 2014

 Fast Growing ‘Visits’ to sriServices & Fund EcoMarket in 2014 In doing some ‘end of year’ research on Google Analytics (ahead of school holidays and Christmas chaos) I unearthed some statistics about usage of the sriServices and Fund EcoMarket websites – which I thought I might share. These represent excellent ‘reasons to be cheerful’ … and bode […]

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Capita ‘Connection’ SRI Article by sriServices

  Capita ‘Connection’ SRI Article by sriServices Capita Financial Services publish a quarterly magazine to the 6000+ financial advisers (IFAs) who use their technology. This month (December 2014) carries a two page feature by Julia Dreblow called  ‘Because it IS about the Money, Money Money’, outlining some of this years sustainable and responsible investment (SRI) highlights.  To see a pdf of this Capita […]

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Fund EcoMarket database quarterly update

Fund EcoMarket database quarterly update The quarterly Fund EcoMarket SRI fund database update has just been completed. Major changes / points to note are as follows: Skandia brand has gone following rebrand – now Old Mutual Wealth (OMW) Schroder Climate Change fund removed (in most instances) following closure F&C Stewardship funds rebranded ‘Responsible’ New Entrant B&CE (shows on […]

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inSRI – sriServices Newsletter now available

  ‘inSRI’ –  sriServices Newsletter (#3)   Following a hectic few months I have at last decided the time is right to gather together some recent SRI highlights and publish them in our third ‘inSRI’  newsletter . If you don’t receive this already please do sign up to our newsletter (via the button on our home page) or directly via this link […]

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A 10 point ‘Stewardship’ roundup – given events

  A 10 point Friends Stewardship roundup – given events The following is a brief potted history of who owns what – with regard to the Stewardship ethical fund assets. This follows on my earlier blog which introduced the Friends/Schroder  relationship and teleconference link. Since that time it has become clear (because I have received my own voting papers) that […]

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Rathbone Ethical Bond details now live on Fund EcoMarket

Rathbone Ethical Bond details now live on Fund EcoMarket I am delighted to announce that Rathbones’ Ethical Bond Fund details are now live and fully populated (with additional information and links) on the Fund EcoMarket Database tool. As users of  sriServices will know we are keen that our tools and services should, as far as possible, be free to […]

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sriServices & Fund EcoMarket nominated for ‘Sustainable City Award’

sriServices & Fund EcoMarket nominated for ‘Sustainable City Award’ And sometimes all the hard work is all worthwhile..! Julia Dreblow of sriServices is delighted to have been nominated for a ‘Sustainable City Award”.  This is a Corporation of London award, referred to in their literature as ‘the UK’s Foremost Sustainability Awards’.  Its purpose is ‘Rewarding and recognising innovation and […]

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Friends Life, Stewardship – and Aviva

Friends Life, Stewardship – and Aviva The plan for this blog had been to tell readers about the changes to the Stewardship funds that will result from Friends Life taking ‘proper ownership’ of the Stewardship brand – having left it in the care of former subsidiary F&C for many years – yet events have overtaken somewhat, with Aviva rather gate […]

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Improved SRI tool access on sriServices.co.uk

  Improved SRI tool access & navigation on sriServices.co.uk   Following a mini lightbulb moment I am delighted to announce that the navigation on our home page ‘sriServices.co.uk’ has been refreshed and is now live!  The three buttons in the middle of the screen now link to the following:  1. StyleFinder – the client microsite.  This […]

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Impact Investment – 5 Adviser Tips

Impact Investment – 5 Adviser Tips  Last week I had the pleasure of speaking at a conference organised by the Social Stock Exchange – an initiative launched by the Prime Minister at the London Stock Exchange last year.  This event, also held at the London Stock Exchange, was aimed at helping financial advisers to ‘upskill’ […]

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Website – Work in Progress!

Work in Progress!  Please excuse the ‘work in progress’ situation on our website! We are currently working to make the buttons and tools we provide more useful and easier to find… and hope to have finished this update soon! Julia (07702 563702)  

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Stranded Assets, APPCCG & Green Bear

Stranded Assets, the All Party Parliamentary Group on Climate Change & Green Bear Last Wednesday, 5 November, I was delighted to have been  invited to attend an APPCCG (All Party Parliamentary Climate Change Group)/  UKSIF meeting at the House of Commons – entitled ‘Stranded Assets – How can policymakers act to ensure economic stability while reducing emissions?’ After the […]

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It’s raining SRI (& friends) events!

It’s raining SRI (& friends): events!   Hot on the heals of a successful Good Money Week, I am delighted to announce that there remains much activity on the go for Advisers with an interest in SRI & ethical issues…  Two imminent events that I have been happy to support (and will be speaking at) are […]

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Unbiased feature sriServices article in Newsletter during Good Money Week

Unbiased.co.uk feature sriServices article in Newsletter during Good Money Week A big ‘Thank You’  to the team at www.unbiased.co.uk  for their support for Good Money Week & for featuring sriServices in their newsletter during the event! The relevant section of the Unbiased newsletter is reproduced below.  To read the whole article please see link, or go to https://business.unbiased.co.uk/newsletters/good-money-week-24-10-2014     […]

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Mark Carney & the case for going Fossil Free

Mark Carney & the case for going Fossil Free Last week marked a key turning point in the ‘Carbon Bubble’ debate when Mark Carney, Governor of the Bank of England added his weight to the view that oil companies will be unable to burn the ‘vast majority’ of their oil reserves if we are to avoid catastrophic […]

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Listen in – SRI Fact Finding discussion

Listen in – SRI Fact Finding discussion If you would like to listen in to the sriServices Good Money Week ‘SRI Fact Finding’  adviser teleconference this is now available via http://www.sriservices.co.uk/events . Please note some of the recording quality is mixed (particularly at the start) – and that the event starts at minute 4.  

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SRI fact finding – conference call Monday 20 October

SRI fact finding – conference call Monday 20 October Good Money Week starts on Sunday, making this your last chance to register for our free client ‘SRI Fact Finding’ conference call. The event will help advisers to understand and respond to their clients ethical aims  – and is kindly being supported by three experienced advisers who […]

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New Eurosif report shows SRI growth all round

New Eurosif report shows SRI growth all round Eurosif is the Europe wide sustainable investment and finance association.   Every two years Eurosif produces a major report with assistance from local ‘SIFs’, such as UKSIF (which sriServices is a member of). The 2014 Eurosif report (published on 9 October) has again showed healthy growth across Europe and across ALL areas […]

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‘SRI Fact Finding’ adviser event announced

SRI fact finding teleconference for financial advisers

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Moneyfacts SRI feature – just ahead of Good Money Week!

SRI feature in Moneyfacts ahead of Good Money Week ‘Investment Life and Pensions Moneyfacts’ magasine publishes their September edition today; featuring an SRI article by yours truly.  The feature focuses on adviser skills such as integrating SRI into the advice process and segmenting the market in order to match client aims to SRI & ethical fund options… all […]

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Fracking: Complicated

Fracking: Complicated UKSIF analyst seminar: Fracking – are we prepared? Unsurprisingly perhaps, like many SRI enthusiasts I have found myself firmly in the ‘sceptic’ camp over the years when it comes to the fracking debate…    The implications for (and of) water usage, ground water contamination, leakages, flaring – potential damage to property and health – […]

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302 easy ways to invest in SRI

302 segmented regulated retail SRI funds (& friends)    sriServices has today completed the quarterly update of the Fund EcoMarket database tool. Regulated retail investment options now total 301. This is in addition to the numerous ‘Responsible Investment’ options which are not included in this total as these listings are intended as ‘adviser signposts’ and show […]

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F&C looks forward to the next 30 years of responsible investment!

F&C looks forward to the next 30 years of responsible investment!  Yesterday, at an event hosted by Stewardship Committee of Reference Chair, the Archbishop of Canterbury, Justin Welby – guests gathered to celebrate 30 years of ethical and responsible investment – and to toast the next 30 years.  The event was held in Lambeth Palace, the […]

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SRI adviser event videos – now Live!

SRI Adviser event videos – now Live! We are delighted to announce that the videos from our June 2014 London Guildhall event are now live on You Tube. The event saw the launch of the new Rayner Spencer Mills ‘Adviser Guide to SRI‘ as well as the first public airing of their new ‘Rated SRI […]

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SRI in the Adviser Press: Moneyfacts

 SRI in the Adviser Press: Moneyfacts  There was yet more upbeat and interesting SRI coverage in this month’s edition of ‘Investment Life and Pension Moneyfacts’, which has SRI/ethical investment as its cover story. June’s Moneyfacts carries a great three page summary of where this market is today – as we celebrate 30 years since the launch of the first UK […]

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New Rayner Spencer Mills / sriServices Literature and Rated SRI Fund List for Financial Advisers

New Rayner Spencer Mills / sriServices Literature and Rated SRI fund list for Financial Advisers Our collaboration with ‘Rayner Spencer Mills Research’  reached a new high this week with the unveiling of two exciting new items of adviser facing literature – in the beautiful Guildhall, in the City of London. The items which have been produced are: RSMR (Rayner Spencer Mills Research) […]

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RSM Launch new SRI rating service

The following extract is from this week’s RSM Newsletter: June 2014   New ratings launched    It has been a busy few months for us culminating in the launch of two new ratings – one looking at multi-asset fund ranges and the other sustainable responsible investments (SRI). We have also created a new guide to […]

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Only one week to go to SRI IFA Event (Register now!)

Only one week to go to the SRI & ethical investment adviser briefing On Friday 13 June Rayner Spencer Mills Research and sriServices will be holding their first ever joint adviser briefing on ‘Sustainable and Responsible Investment’. RSMR & sriServices will introduce the new tools and services they have created and – along with other […]

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Registration now open for sriServices & RSMR Adviser SRI event

Registration now open for sriServices & Rayner Spencer Mills Research SRI Adviser event Registration is now open for the event sriServices and Rayner Spencer Mills Research are running in the  Guildhall Marketing Suite in London, on 13 June. The event is for financial services professionals only (specifically  – Financial Advisers and Paraplanners). Delegates will hear about the soon to be published RSMR/sriServices […]

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RSMR & sriServices announce date for adviser event

RSMR & sriServices announce date for adviser SRI event Hold the date – 13 June Fund Rating agency Rayner Spencer Mills and Julia Dreblow of sriServices are delighted to announce a joint London event for financial advisers – on the morning of 13 June – in Central London (City venue). The event marks the launch of their […]

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National Ethical Investment Week rebranded Good Money Week

National Ethical Investment Week rebranded Good Money Week The following announcement has recently been made by UKSIF to its members with regard to the retail SRI initiative formerly known as ‘National Ethical Investment Week’ (that I helped set up way back in 2008…). sriServices would like to welcome this news as a useful contribution towards helping to attract additional investors […]

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Parmenion refreshes ethical / SRI portfolio options

Parmenion DFM refreshes ethical / SRI portfolio options Following a review by the ‘Parmenion Ethical Oversight Committee’ award winning Discretionary Fund Manager ‘Parmenion’  has launched new ethical (SRI) literature to set out their updated ethical portfolio options to financial advisers. The review follows the addition of Julia Dreblow of sriServices to the Parmenion Ethical Oversight Committee in August […]

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Ownership Day – encouraging investors to be part of the solution

Ownership Day – encouraging investors to be part of the solution Last week the UK Sustainable Investment and Finance association (UKSIF) held its second annual ‘Ownership Day’. The day involved a range of activities including a parliamentary reception.  The occasion was aimed squarely at  encouraging asset owners to give greater consideration to how better integration of Environmental, Social and Governance issues into […]

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Green Alliance: more jobs, less carbon infographic

More jobs, less carbon: Why we need landfill bans I loved this infographic from the Green Alliance… It is a great illustration of how environmental and social benefits can work in tandem… and in particular how recycling and ‘remanufacturing’-  rather than sending rubbish to landfill – can generate quality UK jobs and make sound financial sense. An infographic […]

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Fund EcoMarket SRI Fund Database update

Fund EcoMarket SRI Fund Database update The Fund EcoMarket database tool has today been updated to reflect all available (regulated, onshore) retail SRI and Ethical Investment funds as at 1 March 2014. There were relatively few amends to be made this quarter, with ‘EFA Eden SRI’ (Way Fund Managers) being the only ‘new’ addition.  This of course […]

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Missing piece of SRI puzzle found at Threadneedle

Missing piece of SRI puzzle found at Threadneedle Last week I had the pleasure of meeting Simon Bond, the aptly named Threadneedle Corporate Bond fund manager.  Simon is at the helm of a new fund where the objective is to manage a fixed interest securities (corporate bond) fund that bring both social benefits and competitive returns. […]

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Welcome news from UNEP & Davos

Welcome news from UNEP & Davos: ‘Inquiry into the Design of a Sustainable Financial System’ There is little doubt that getting to the crux of what it will take to make financial systems work for – rather than against –  our future wellbeing is a major challenge and requires needs international understanding and action.   As a result […]

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Interesting but scary – BP Energy Outlook 2035

Interesting but scary  BP Energy Outlook 2035 BP have this week published their fourth ‘Energy Outlook’. Although not exactly the darlings of the SRI community, BP should none the less be congratulated for offering investors useful insight into the world of Big Oil and for making a plethora of data and analysis available to download. The information published shows a […]

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6 signs that say ‘this client should think about ethical investment in 2014’

6 signs that say ‘this client should think about ethical investment in 2014’ Tips for financial advisers: People who are interested in Ethical or Sustainable and Responsible Investment will not have it blazoned across their foreheads… nor are they likely to ask about it, as they probably don’t know it exists. Yet any  client who expresses one or […]

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All things bright (red) and ethical

All things bright (red) and ethical The text below was published in this week’s Panacea Adviser ‘Bento Bulletin 462’ (newsletter).  The article discusses relevant issues for financial advisers following BBC Panorama’s criticism of Comic Relief’s investment strategy. Panacea Adviser, the free online adviser portal, email their newsletter to around 15,000 advisers twice a week. See link: http://www.panaceaadviser.com/main/p23/Bento_Bulletin.htm , or you can read […]

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Would you rather hug an index or a tree?

Would you rather hug an index or a tree? Solving the challenges around how to integrate the most important elements of ‘SRI thinking’ into portfolio planning tools may not happen overnight (even with a tree in every living room!), yet it is high time work began in earnest… ‘Environmental, Social and Governance’ (ESG) risks and opportunities are […]

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Ethical SRI Style name change

SRI Style name changed to ‘Negative Ethical’   In order to better reflect the activity that takes place within the funds we survey sriServices has changed from using the name ‘Traditional Ethical’ to the new name ‘Negative Ethical’ .  This is now also used within the Fund EcoMarket SRI style classifications. The two ‘ethical’ segments within Fund EcoMarket […]

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Fund EcoMarket SRI Database – Quarterly update completed

Fund EcoMarket SRI Database – Quarterly Update completed The ‘SRI FundFinder’ area of the Fund EcoMarket database is used by industry professionals to identify SRI options which have been segmented according to their approach to SRI (‘SRI Style’), high level investment area and product area. The tool carries over 400 live listings and is updated quarterly. The database works […]

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New Unbiased.co.uk B2B site includes SRI Guide

New Unbiased.co.uk B2B site includes SRI Guide Unbiased.co.uk has this week launched their comprehensive new ‘business’ (B2B) website. The site includes a new ‘Adviser Guide to SRI’   written by sriServices. This document will help Unbiased.co.uk advisers to better understand SRI and ethical investment so they can meet the needs of their clients who are interested in ethical, social […]

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UK ethical investment grows to £12.2 bn

UK ethical investment grows to £12.2 bn ESG  (Environmental, Social and Governance) research provider EIRIS has published figures showing that ethical investment in the UK has increased over the last 12 months to an all time high of £12.2 billion. The following is an excerpt from their press release whcih was issued this week: ===== Source: […]

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Panacea Adviser updates

Panacea Adviser updates Panacea Adviser (the free on-line adviser support hub) have informed us that their latest Bento newsletter included sriServices’ most recent article, which was produced for National Ethical Investment Week 2013. To link to the newsletter directory click here.  See Bento 448! Panacea, have also recently updated their website, if you would like to find out more […]

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NEIW13 posts links to adviser support materials

NEIW13 posts links to adviser support materials The team and NEIW have informed us that links have now gone live on the NEIW.org website for the following items: Unbiased.co.uk ‘Introductory Guide to SRI for Advisers’ ‘Top 5 SRI Tips for Advisers’ These are available via the following links: Ethical Investment News NEIW Media Centre sriServices is delighted to […]

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Unbiased.co.uk publish SRI Guide ahead of NEIW13

Unbiased publish SRI Guide ahead of NEIW13 [UPDATE NOV/13 – GUIDE NOW AVAILABLE VIA https://business.unbiased.co.uk/articles/an-adviser-s-guide-to-sri-6-11-2013 ] === sriServices is delighted to announce that a new ‘Introductory Guide to SRI’ is now available for financial advisers on the Unbiased.co.uk website.  The guide,  written by Julia Dreblow of sriServices.co.uk, has been launched ahead of ‘National Ethical Investment Week 2013’ , […]

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NEIW 2013 est arrive – 5 Top SRI Tips for Advisers

National Ethical Investment Week 2013 est arrive… 5 Top SRI Tips for Advisers ‘Beaujolais’ it may not be – but ‘nouveau’ this approach really is! With NEIW13 upon us (13 – 19 October)  there’s no time like the present to think about how to develop your own ethical investment & SRI strategy. Here are ‘5 top […]

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SRI Supercharged September!

SRI Supercharged September! With National Ethical Investment Week 2013 (NEIW13) starting this Sunday (13 October) the last fortnight or so has been pretty hectic, with UKSIF, EIRIS and Blue & Green Tomorrow all hosting major events. Hot on the heels of the UKSIF AGM and annual lecture, presented by Alderman and incoming Lord Mayor of London, Fiona […]

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Parmenion ‘Ethical Oversight Committee’ appointment

  Parmenion ‘Ethical Oversight Committee’ appointment I  am  delighted to announce my (Julia Dreblow!) recent appointment to the Ethical Oversight Committee of  Parmenion Investment Management. Parmenion are a highly regarded discretionary fund manager and provider of investment services, tools and portfolios – and are well supported by financial advisers. Parmenion offer a number of risk rated ethical investment portfolios which hold a […]

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National Ethical Investment Week 2013

 Coming Soon – National Ethical Investment Week 2013   And it seems like only yesterday when we were fretting about how the first NEIW would be received… Now in its 6th year and – happily – being replicated in other countries around Europe, National Ethical Investment Week 2013 is nearly upon us again! This event, which kicks off in just […]

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SRI Bootcamp for Financial Advisers

SRI Bootcamp for Financial Advisers – 26 September I am delighted to have been involved in the development of this innovative event and am very much looking to taking part on the day! The information below has been borrowed from the ‘Blue&Green Tomorrow’ website, please use the embedded links for further information or to request an invitation to this adviser only […]

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Ethical Investment & SRI database ‘Fund EcoMarket’ – updated

Ethical Investment & SRI database ‘Fund EcoMarket’ summer update complete Breaking News! This quarter’s Fund EcoMarket database update has just been finalised! Fewer updates than in the last few quarters – with changes mainly occurring on platforms such as Standard Life and Aviva, but also a few name changes working their way through mainly as a result of rebranding. […]

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Blue & Green Tomorrow Interview

Blue & Green Tomorrow Interview Sustainability communications specialists ‘Blue & Green Tomorrow’ published an article yesterday following a recent interview with your’s truly. The article focuses on why I moved into SRI / ethical investment … and why I do what I do… Link to B&GT Julia Dreblow interview   The article starts as follows: The days of […]

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Wonga wall

Wonga wall The Wonga storm that hit on the weekend has generated more media coverage for ethical investment than we have seen for a long while. The debate also highlights the challenges for those who want to integrate ethical concerns with financial goals. Both are helpful conversation starters … Yet the Archbishop of Canterbury has […]

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Funds Demand Climate Review

Funds Demand Climate Review You may have spotted coverage in this week’s FTfm (and elsewhere) of a letter convened by SRI industry association UKSIF and others  entitled ‘Funds Demand Climate Review’. The letter signed by Aviva Investors and many others voiced opposition to the Treasury having apparently blocked a major government review into the ‘long term impact […]

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2 Minute Client Video Introducing SRI

Brief introduction to Ethical Investment & SRI – for use with your clients I am delighted to announce that having invested in some new kit I have at last been able to work out… and finalise … a new B2C ‘Client Video’ – a generic, PowerPoint based Introduction to SRI & Ethical Investment. This is intended for use by UK […]

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Getting social with SRI

Getting social with SRI Financial advisers who are interested in discussing Ethical Investment and SRI with their clients now have access to additional tools thanks to the Panacea Adviser Social Stream… Panacea, the adviser portal with some 14,000 users, has just published two ‘Sustainable and Responsible Investment’ blogs to help advisers ‘get social’ with ethically minded clients. […]

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Climate Change – David Mitchell’s soapbox

Climate Change – David Mitchell’s soapbox   I came across this yesterday on the Green Alliance Blog and thought it was excellent. To my mind this short video is potentially a very useful contribution to positioning Climate Change when considering ethical investment or SRI options…  it is certainly punchier and funnier than anything I’ve seen before! David Mitchell\’s soap box – Climate […]

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Fund EcoMarket SRI Database Quarterly update

Fund EcoMarket Quarterly update completed The Fund EcoMarket ‘SRI FundFinder’ database has been updated today, using the latest Capita/Synpatics Research data.  These changes will show on both the Fund EcoMarket database and the Panacea Adviser Fund EcoMarket database straight away. The system is now up to date as of 1 May (our data feed is monthly). […]

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Responsible Engagement Research summary

Responsible Engagement Research update Following on from the information we published last month, I am delighted to report we have had a couple of extra responses to our ‘Responsible Engagement’ survey. There was a wealth of really interesting information in the responses we received. These tables are intended to be a useful summary for advisers who are […]

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Triodos launches new ethical investment funds

Triodos launches new ethical investment funds Triodos Bank, the Dutch based sustainably managed bank, has this week made its first move into the UK ethical investment market with the launch of a new range of funds. This is good news for the bank and good news for ethical investors – as it adds choice and […]

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Panacea Adviser SRI Twitterview

Panacea Adviser ‘SRI & Responsible Engagement’ Twitterview For advisers who are keen to gem up on ‘SRI and Responsible Engagement’ in bite sized pieces the transcript of the recent SRI Twitterview is now available. The interview follows a ‘conversation’ between Sarah Paul of Panacea Adviser and Julia Dreblow of sriServices. To read the transcript please click here. In the spirit of […]

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UKSIF appoints new Chief Executive

UKSIF appoints new Chief Executive The following press release was issued by SRI industry association UKSIF on 15 April 2013. sriServices would like to congratulate UKSIF and wish Simon all the best in this important position…     UKSIF APPOINTS NEW CHIEF EXECUTIVE Senior investment executive Simon Howard to take the helm at responsible investment […]

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NEW: FTAdviser Guide to SRI

FTAdviser Guide to SRI now live The FT have today published a new guide  to SRI.  The guide covers a wide range of issues of interest to advisers in this field.  It includes a number of quotes and views from leading specialist financial adviser GAEIA, from fund manager Alliance Trust and  from Julia Dreblow of sriServices … It is followed by multiple […]

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New Major Investor ‘Responsible Engagement’ Research

New research shines light on welcome ‘Responsible Engagement’ activity of major investors sriServices has surveyed a selection of leading fund managers to gather information on ‘Responsible Engagement’ and other longer term investment ownership and stewardship activities which apply to their mainstream investment assets. The responses demonstrated significant levels of activity which if recognised by financial […]

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Horses for courses – non merci!

Horses for courses… non merci! Rarely a week goes by when there is not some issue or another in the press that relates very clearly to the strategies adopted by Sustainable and Responsible or ethical funds. Last week was no exception. A high profile report co-authored by Dr Rory Sullivan, who some advisers may remember […]

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Unbiased.co.uk awards and adviser support

Unbiased.co.uk media awards 2013 and adviser support Unbiased.co.uk, formerly ‘IFA Promotions’, the leading promotional body for financial advisers, held its ninth annual media awards ceremony last night. This annual event celebrates the work of independent and whole of market financial advisers who give their time to promote the benefits of seeing financial advice in the media. […]

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‘Find Adviser’ button now in use

‘Find Adviser’ Button now in use The first Financial Adviser names have just (belatedly!) been added to ‘Find Adviser’ list on SRI ‘StyleFinder’ client SRI microsite http://stylefinder.fundecomarket.co.uk/ – which is all very exciting! If you are an adviser who wishes to use this free questionnaire to help identify which SRI styles your clients are most likely […]

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UKSIF announces ‘Ownership Day’

UKSIF announces ‘Ownership Day’ to encourage longer term thinking amongst investors UKSIF, the ‘UK Sustainable Investment and Finance Association’, has announced that they are to launch the first ever ‘Ownership Day’ on March 12, 2013. The intention of ‘the day’ is to focus investor attention on the benefits of behaving like genuine ‘asset owners’ – rather than bystanders. In […]

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Fund EcoMarket database Update

 Fund EcoMarket Update – January 2013 The first 2013 (quarterly) update of the Fund EcoMarket SRI adviser database has just been completed! There have been a number of minor amends plus one or two – shall we say – queries… The most notable items are as follows: This month is the first time there has been no mention of NPI.  As […]

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A changing adviser market

A changing adviser market With RDR only two days old here are a few early posts you may find interesting … An FT Adviser article – reporting that larger IFA firms are opting for a restricted advice model; Money Marketing commenting on an  increasing ‘Execution Only’ trend PanaceaAdviser setting up a new innovative forum – ‘RDR Thunderdome’ […]

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Investors call for climate change action

Investors call for climate change action Climate change is very much on the agenda again. This week saw the publication of an open letter from major investors to heads of state. The letter, timed to coincide with the United Nations COP 18 climate change negotiations, which start in Doha on 26th November, made it clear that […]

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Philanthropic Investments – Oxymoron or Win-Win?

Philanthropic Investments – Oxymoron or Win-Win? An occasional criticism of SRI is that it blurs the lines between charity and investment. Having operated behind the scenes in SRI for many years I can emphatically say that this is not the case. For better or for worse SRI (which includes ethical funds) is about maximising returns […]

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Introduction to Fund EcoMarket – Powerpoint

Introduction to Fund EcoMarket A new 30 Minute Powerpoint presentation for UK financial advisers – introducing the Fund EcoMarket adviser database tool New: ‘Introduction to Fund EcoMarket and Panacea Fund EcoMarket Powerpoint presentation available for download via  SlideShare Use this link below to access presentation. You may need to save the presentation to your own […]

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sriServices welcomes PanaceaAdviser Ethical Zone

sriServices welcomes new PanaceaAdviser Ethical Zone sriServices are delighted to welcome the new PanaceaAdviser Ethical Zone  launched this week as part of their rebranding work, which is taking place as a result of the RDR. This is positive news for both the SRI community and for financial advisers over 10,000 UK of whom make use of Panacea’s online services. […]

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Its that time again!

It’s that time again! October as ever brings a flurry of SRI activity… Not to be left out sriServices has launched the client SRI Stylefinder microsite – an innovative client site that advisers can suggest their clients peruse in their own time. This gives them as much time as they need to work out which […]

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SRI ‘StyleFinder’ client microsite NOW LIVE

SRI ‘StyleFinder’ client microsite NOW LIVE I am delighted to announce the launch of a new, free client SRI microsite created for advisers to use with their clients pre-meeting. The site outlines the different Styles of sustainable, ethical and responsible investments and invites clients to fill in a tick box questionnaire to identify  which styles […]

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Adviser views sought on regulatory barriers to Social Investment

Adviser views on regulatory barriers to Social Investment sought – to feed in to Cabinet Office ‘Red Tape Challenge’ ACTION: Please reply by 7 SEPTEMBER to Julia@sriServices.co.uk   ref:  RED TAPE One of the most common reasons investors opt to invest in an ethical or responsible fashion is to ‘make a difference’ whilst making money.  Yet, […]

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Kay review of equity markets

Kay Review of Equity Markets and Long-Term Decision Making – 23 July 2012 The Kay Review of UK Equity Markets – commissioned by Vince Cable – was published on Monday. It is a welcome document – recommending what I can only term ‘a strong dose of common sense’  for the UK Equity food chain and the […]

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Fund EcoMarket SRI database changes – July 2012

July 2012 Fund EcoMarket database changes I have just completed a further update for Fund EcoMaket adviser SRI database.   These updates are based on the changes that have come through in this months Capita/Synaptics Research feed…. which I use as my main information source. A range of changes have been put through in this quarter’s update […]

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FSA Final Guidance 12/15 – SRI implications and comments

FSA Final Guidance 12/15 – SRI implications and comments The FSA has recently published its Final Guidance 12/15 ‘Retail Distribution Review: Independent and restricted advice’. This is an important document for the retail financial advisory community, but it is also important for those with an interest in SRI related financial advice – which is mentioned a number of […]

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Ethical Advisers: which platforms should new SRI funds link to first?

A question(naire) for ethical advisers and EIA members: I have been asked to find out which fund platforms (or wraps and supermarkets) you like best – and use most often – in order to help inform the distribution strategy of some great new funds due out this summer. If you could answer a few brief questions it would help […]

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NEW Adviser Guide to Sustainable and Responsible Investment

New ‘Adviser Guide to SRI’ now available on-line: published in collaboration with fund rating agency Rayner Spencer Mills In recent months I have been busy working on an new project – to create a ‘Guide to SRI’ – that helps advisers to meet the needs of their clients in this exciting market. The project has been in collaboration with fund […]

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SRI Fund Database Updated

SRI Fund Database Updated The Fund EcoMarket database has now been updated with April 2012 figures. A range of changes have been put through in this months update – including additional (external) funds added to the Aviva platform, tweaks to the FL platform and increasing use of the L&G Ethical Global Equity Index from a range […]

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Former Henderson SRI team settling in well at WHEB AM

Former Henderson SRI team settling in well at WHEB AM It was good to meet up with George Latham last Friday and to hear how well he and his former Henderson colleagues are settling in to their new home at WHEB Asset Management. The team had clearly set about finding a new home with gusto. Their […]

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Unbiased.co.uk Responsible Investment IFA of the Year Media Award

Unbiased.co.uk Responsible Investment IFA of the Year Award It was a great pleasure to have been invited to attend the Unbiased.co.uk Media Awards recently.   The event included – for the first time – a new award of the adviser who was judged to have contributed the most towards promoting responsible investment in the media over the […]

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Hendersons publish SRI fund destination

Henderson SRI fund news and links Henderson have today (14 February 2012) written to advisers (see letter) setting out their planned fund changes.  This includes brief information on their highly regarded SRI OEICs – which will all be merged into the Global Care Growth fund, the largest of their three SRI options.  Two useful links for […]

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Kames Ethical Investment webinar success

 Kames Ethical Investment Webinar success It was good to hear Kames (formerly Aegon) reaffirming their commitment to the SRI market today – reporting strongly positive inflows across their ethical range during 2011 – and the on-going importance of the area to the group. The 45 minute webinar also covered a range of  topical ‘macro’ issues –  including the […]

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Changes in SRI – comings and goings in a dynamic market

Changes in SRI – comings and goings in a dynamic market It is with great sadness that I read – and re-read – the news from Aviva Investors that they are to make 160 of their London staff redundant and that with this comes a significantly reduced commitment to SRI. Aviva, like Henderson’s who also made a similar announcement recently, […]

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Wall Street Journal article on new ‘Benefits Corporations’

Wall Street Journal article on new ‘Benefits Corporations’ I am by no means an expert on the structure of US companies but the article in today’s Wall Street Journal -‘With New Law, Profits  Take a Back Seat’   http://on.wsj.com/AjhIQ3 via @WSJ  struck me as interesting. States across America are increasingly offering companies the option to become ‘Benefits Corporation’ – […]

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SRI Fund Database Tool now live!

Fund EcoMarket: Now Live! As you may be aware – the launch of the SRI Services Fund Eco Market tool was a rather low key affair. The launch teleconference was due to take place on the day I was whisked into hospital – and my appendix was duly removed two days later – on the […]

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Fund EcoMarket to launch during National Ethical Investment Week

Fund EcoMarket launch events listed on NEIW.org Dates for the launch of our new adviser tool ‘Fund EcoMarket’  have now been published on the National Ethical Investment Week website. Two telephone conference events have been arranged to make the launch as accessible as possible for advisers all around the country. Slides will be presented by SRI […]

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National Ethical Investment Week 2011 – events list hotting up

National Ethical Investment Week 2011 – events list hotting up Having been on the inaugural NEIW Advisory Board it is wonderful to see that NEIW 2011  is gathering pace with the events list  starting to fill out nicely! This annual event, now in its fourth year, aims to focus attention on this increasingly topical investment field by […]

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Ethical Investment Association – London IFA meeting

Ethical Investment Association – London meeting for IFAs Few IFAs are aware that it is in fact possible to specialise in Sustainable and Responsible investment and remain ‘independent’ – but it most definitely is! To help advisers to be successful in this area there is an organisation known as the Ethical Investment Association.  And my thanks go […]

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New ‘Fund EcoMarket’ SRI fund database pilot now LIVE!

Fund EcoMarket adviser tool pilot now LIVE! The new on-line Fund EcoMarket adviser tool will be launched during National Ethical Investment Week 2011 (16-22 October). We are now testing the system – to ensure all is well in advance of the launch!  What is Fund EcoMarket? Fund EcoMarket is a database tool which has been created to help […]

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SRI funds and performance: food for thought

Probably the most common area of debate between SRI’s ‘supporters’ and its ‘sceptics’ is whether or not SRI approaches help or hinder investment performance. In a world where environmental, social and governance issues are increasingly important – failing to significantly integrate analysis of such issues into investment strategies can be seen as at best shortsighted – or – even […]

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Adviser focused SRI fund database ‘Fund EcoMarket’

Green and Ethical Investment: 400 retail options Having returned from beautiful, if damp, Devon I now have the delight of putting the finishing touches onto the new SRI Services Fund EcoMarket database tool at long last! The Fund database now has over 400 retail fund entries – with funds split by product and investment sector […]

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Safeguarding access to SRI post RDR

Safeguarding access to SRI post RDR The FSA’s retail distribution review (RDR) is a regulatory landmark for the financial advisory world. It is due to take effect from January 2013, so 2012 will be a big year for financial advisers, with lots of extra challenges in addition to the day job. Its impact on the […]

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UKSIF’s Call to Action on its 20th Anniversary

UKSIF’s Call to Action on its 20th Anniversary The text below is an excerpt from a recent UKSIF document ‘Taking Responsibility: Achieving Resilience – Accelerating UK investment and finance leadership to calm tomorrow’s perfect storm’   unveiled at the House of Lords last week. It is both a call to action for UK policy makers and a warning for […]

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An organic dilemma for supermarkets

An organic dilemma for supermarkets Reading a recent article in the Ecologist brought to my attention a new angle on an old challenge for green and ethical funds, namely; how ethical are supermarkets? The article caught my eye as a perfect example of a dilemma where there are ‘pro’s and con’s’ and where opinions are […]

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Ethical investment and the media…

Ethical Investment and the Media Investing in media companies has always been controversial for ethical funds. It is a complex and imperfect industry and I suspect it always will be. Investment in media companies has long drawn criticism from some quarters and I doubt that will end any time soon. From allegations of political bias […]

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Green and ethical investment fund market segmented into 7 ‘EcoStyles’

News Release: 5 July 2011 SRI Services segments retail green and ethical investment fund market into 7 ‘EcoStyles’ SRI Services, the on-line green and ethical investment fund information hub for financial advisers, has launched an analysis of their classification of retail sustainable and responsible investment funds – based on research into the retail SRI investment […]

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Making the most of the sun?

Making the most of the Sun? Deciding to go solar is a big decision for any household.  No matter how committed you are to going green spending over £11,000 doing so takes more than a little soul (and wallet) searching – particularly in these uncertain times. For our family the decision to go solar was […]

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The Economist – Welcome to the Anthropocene

Geology’s new age: As a longstanding reader of The Economist, for both its ability to inform and to be thought provoking – a recent Leader article took me rather by surprise… The article, entitled ‘Welcome to the Anthropocene’ which starts: ‘Humans have changed the way the world works.  Now they have to change the way they think about it too’  (28 May 2011) , […]

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SRI Services: Launch news release

News Release: 3 June 2011 New Green and Ethical Investment hub ‘SRI Services’ launched for IFAs A new IFA website focusing on green and ethical investment has been launched by former Friends Provident SRI Marketing Manager and UKSIF Director, Julia Dreblow. The site is a hub of practical information, tips and tools to help advisers make […]

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Platforum news: platform & wrap funds top £155bn

Platforum news, 20 May 2011: platform funds top £155 bn SRI Services today welcomed new research from ThePlatforum. According to new research, funds under management within platforms and wraps are continuing to grow at astronomical rates. The Platforum puts the revised figure at £155 billion – invested across 28 platforms. Julia Dreblow commented that this […]

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National Ethical Investment Week 2011 dates announced

National Ethical Investment Week 2011 dates announced 16-22 October 2011 Green and ethical investing aims to allow you to make money and make a difference. National Ethical Investment Week (NEIW) is a campaign to ensure that everyone knows that they have green and ethical options when it comes to their finance and investment decisions. NEIW […]

Posted in Blog Archive |

SRI Services launches new IFA site with green and ethical fund tips and tools

SRI Services launch new IFA site and heralds arrival of new green and ethical fund database The new SRI Services site offers tips, tools and information about green and ethical investment for financial advisers. The site is run by Julia Dreblow (DIp PFS), former SRI Marketing Manager at Friends Provident and former UKSIF Director. This new site […]

Posted in Blog Archive, News |

 

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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.