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 Trust, Pictet and Rathbones and support from RSMR (who we partner with on various projects) & PanaceaAdviser (who feature this tool on their Ethical Zone) we have made the following improvements:

  • A new tabular form open structure (you no longer need to log in)
  • Improved filtering, including new filters for ‘Ethical/SRI Policies’ and ‘Other SRI Features’
  • The ability to search SRI / ethical funds by name
  • Fund specific ‘ethical/SRI’ information and links
  • An improved ‘bespoke’ adviser report function 

***Go to Fund EcoMarket ***

This shiny new version combines the popular features of the version 1 – in that it lists ALL regulated, retail onshore SRI & ethical fund options, segmented by SRI StyleProduct and Investment Area.  

A client’s best fit ‘ SRI Style’  or Styles  can be identified on the ‘SRI StyleFinder’ Fact Find Questionnaire which is clearly marked on the FEM home page along with information ‘What is SRI and What are SRI Styles?’.

The tool remains focused entirely on the ethical aspects of investment (as advisers already have other product and fund information – so that would be a waste of limited resources!) – and is still free to use (although we charge a small fee for advisers to join our ‘Find an Adviser’ list). 

What else has improved?

  • You no longer need to log in – saving you time and effort.  Please note – this means that although FEM is primarily intended for advisers it is open for everyone to access…
  • All funds are shown in tabular form from the home page
  • All funds are listed but our wonderful sponsors (without whom this new version would not exist) are highlighted and have their logos displayed
  • The ‘SRI StyleFinder’ fact find questionnaire tool now has its own button on the home page
  • The ‘Find Adviser’ button is now more visible on this site (nb this button will soon be removed from the  ‘StyleFinder.FundEcoMarket’ microsite)

What is yet to come?

  • We are still adding ‘detail’ to our fund entries.  At present we have only contact OEIC providers for their data so be aware that some of the filters do not yet apply to other fund types.
  • We are still making tweaks to the behind the scenes data.

Over to you!

  • There is a very brief Survey Monkey questionnaire link on new site. We’d be grateful if all users would take a moment to offer feedback or a comment for our testimonial page!
  • Feel free to link to this tool – but if you do it would be great to hear from you first.
  • … Please help us to spread the word:-) ,  if you found this useful and are interested in ethical, sustainable or responsible investment please tell your colleagues, product and service providers!

Go to www.FundEcoMarket.co.uk

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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.