Handy Resources

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

Welcome to ESG Accord

At the heart of what we do is a focus on compliance; helping financial advice firms, compliance consultants and Trustees to adapt to a rapidly changing investment environment which has ESG and Sustainable Investment at its core.

ESG Accord is here to help you develop the systems and processes needed to be compliant ahead of the anticipated new rules.  We can provide web site wording and Sustainable Finance statements appropriate to each business or organisation, example compliance statements and processes as well as training on all aspects of incorporating sustainable finance into a modern financial planning business, compliance consultancy, Pension Scheme or Charity.

We are here to help you achieve the best compliance in the area of Sustainable Finance.  We are not here to replace your in-house or external compliance support, nor are we here to replace any processes you have for product and fund selection. 

Below is an example of the areas where we can support you and your business:

• Web site statements on Sustainable Finance
• Customer facing SF statements and amendments to Terms of Business
• Example Sustainable Finance compliance manual
• Example Fact Find questions, Triage assessments for client interest in ESG and Sustainable Finance
• Full Fact Find covering ESG, Sustainable Finance, Responsible Investment, Ethical Investment, SDGs and Impact Investment
• Reason Why Letter (RWL) standard wordings covering all aspects of client Yes and No answers
• File reviews for all of your Sustainable Finance advice, whether a client has elected to invest in a Sustainable way or has chosen not to.  We can assess compliance with the disclosure rules and your internal processes.
• Bespoke training tailored to your busines, your clients and the number and experience of your advisers.

Further information:

[email protected]

www.esgaccord.co.uk

Our research covers ethical, ESG and positive themes/impact. For IFAs and investment managers, our funds database is made freely available as a sponsored resource. The database analyses collective investments that have a stated responsible investment policy, enabling funds to be matched with investor preferences. This helps ensure clients understand their investments, essential as the regulatory requirements in this area increase. To register go to: https://www.ethicalscreening.co.uk/register.aspx