The site is designed for financial advisers but ‘open source’ as SRI Services’ core mission is to raise awareness of investment options that take environmental and social issues and opportunities seriously.
The database is ‘whole of market’, listing all onshore, regulated, retail, screened and themed SRI funds – plus a few carefully selected additional options.
The Fund EcoMarket filter options help users to find funds that meet clients’ personal aims and objectives. The site carries a wealth of support information and tools for financial advisers. This includes the SRI Stylefinder fact find support tool, which helps clients identify their best fit ‘SRI Styles’ .
The site is free to use thanks to the support of our fund manager partners. Partner funds are listed first, with their logos displayed.
SRI Services’ research comes directly from fund managers and is transposed onto the site as received to avoid any possible research bias. The tool is regularly updated but should be regarded as ‘for information only’. SRI Services is not regulated and can not offer advice. We do not offer recommendations or endorse specific products.
Julia Dreblow
Founder SRI Services & Fund EcoMarket
1 December 2020