articles & commentary from SRI Services

SRI Services

Ethical Investments for Financial Advisers & Paraplanners - SRI Services & Fund EcoMarket newsletter

You will have noticed that Fund EcoMarket has changed a great deal this year. The site is now reformatted and responsive - which makes it mobile friendly. ( It is now running at 6-800 unique users per month, with average user times of 4-5 minutes). We have also split each of the key filter areas into sub categories - to make our ever expanding research easier to use. This is still being finessed so the paper downloads are not available yet - however you can click 'print' at any time! We of course welcome your feedback on what we might add as well as what we could improve. more...

Ethical Investment for Financial Advisers and Paraplanners - sriServices and Fund EcoMarket news

This one is primarily to let you know that the videos from our 3 October 'Sustainability & Suitability' event are now available on our YouTube site that you can view here! more...

Ethical Investing for Financial advisers and Parapanners - SRI services: 'Sustainability & Suitability' Intermediary conference

This year's highly topical theme is: 'Sustainability and Suitability' . Sessions will focus on helping attendees to understand and make the most of the opportunities presented by the rapidly growing SRI, ESG, Sustainable, Responsible and Ethical investment market. more...

Ethical Investment Event for Financial Advisers & Paraplanners - Sustainability and Suitability

SRI Services & partners are delighted to announce our ‘Sustainability and Suitability’ conference for financial services intermediaries, to be held in London on 3 October - during Good Money Week 2018. more...

Investment news for Financial Advisers and Paraplanners - SRI Newsletter - Fund EcoMarket and SRI Update

Welcome to the latest edition of my rather rare news update! As you may have gathered, recent months have been terrifically busy as well as exciting. Interest in sustainable, responsible and ethical investment (and related strategies) is booming at all levels of the 'investment supply chain' - and things are looking good... if only there were more hours in the day! Here is a brief flavour of some highlights - and a date for your diary. more...

Ethical Investment event for Financial Advisers and Paraplanners - sriServices: Good Money Week 2017

With Good Money Week 2017 having just started now seems like a fitting time to mention some of the positive work taking place in government and beyond that are likely to drive progress in SRI – sustainable, responsible and ethical investment – over the coming year. more...

Ethical Investment news for Financial Advisers and Paraplanners - SRI Services: Good Money Week

With Good Money Week having just started, now seems like a fitting time to mention some of the positive work taking place in government and beyond that are likely to drive progress in SRI – sustainable, responsible and ethical investment – over the coming year. more...

Event invitation for financial advisers and retail financial services professionals - London SRI event 'Screened, Themed and Engaged 2017'

In case you missed our earlier email, this is to invite you to our 'Screened, Themed and Engaged 2017' event at the Museum of London on 19 October. more...

Ethical Investment event for Financial Advisers and Paraplanners - sriServices: Screened, Themed and Engaged 2017' a Good Money Week event

The aim of the event is to help attendees develop a deeper understanding of a wide range of SRI issues and options. Delegates will enjoy a combination of presentations, small group ‘fund manager led’ round table sessions, a panel discussion and a chance to mingle at the drinks reception. more...

Investment News for Financial Advisers and Paraplanners - sriServices and Fund EcoMarket news

One of the joys of updating technology is that it can slow things down - but as there is so much happening in the sustainable, responsible and ethical investment world at the moment, I figure this newsletter is better late than never! more...

Investment news for Financial Advisers and Paraplanners - Sri Services: Climate risk

Pension Actuaries warned of Climate Risk As users of our Fund EcoMarket and SRI Services websites may know, I have long been of the view that pension investors pay far too little attention to climate change risk, which is likely to affect longer term investors more than shorter term investors. It was therefore with great interest that I heard actuary Nico Aspinall presenting on this topic at a recent Transparency Symposium. His message was that The Institute and Faculty of Actuaries (IFoA) had recently published an ‘alert’ to all members calling on them to consider climate related risk. more...

SRI update for Financial Advisers and Paraplanners - Sri services: 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. We have created a new ‘Corporate SRI Activity’ filter area, in order to help users recognise the differences between sustainable, responsible and ethical investment related activity that happens behind the scenes – (often) across the board in some fund management companies – and the policies and features that relate to individual screened and themed funds. more...

Ethical Investment update for Financial Advisers and Paraplanners - 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. more...

Investment events for Financial Advisers and Paraplanners - Sri Event Invitation:

Event Invitation: "Screened, Themed & Engaged 2016" I am delighted to invite you to attend "Screened, Themed & Engaged 2016" our Fund EcoMarket, friends and partners ‘Good Money Week’ 2016 event. Attendees will hear from - and have the opportunity to speak with - a wide range of SRI & ethical investment specialists, fund managers and service providers at a series of presentations, round table sessions and a panel discussion. The event will take place on 9 November in London. Keeping you informed about Sustainable, Responsible & Ethical Investment more...

Ethical Investments for Financial Advisers and Paraplanners - SRI Services: 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 the international SRI community – for better or for worse. more...

Ethical Investment News for Financial Advisers and Paraplanners - inSRI Newsletter 8 - Fund EcoMarket v2.0 seven months on

Welcome to the 8th 'inSRI' newsletter - updating you on Fund EcoMarket and related goings on. First things first... in the emerging post Brexit vote world I remain hopeful that SRI will continue to go from strength to strength, as it has done recently, for a couple of reasons: more...

Investment News for Financial Advisers and Paraplanners - Sri Services: Integrating sustainable, responsible and ethical investment into the advice process

Last week saw Julia Dreblow of sriServices present to PFS members as part of the Insurance Institute of London’s* lunchtime seminar series, discussing how and why advisers can and should discuss this area with their clients. more...

Investment News for Financial Advisers and Paraplanners - Sri Services: 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 a brief look at three areas that I feel would be beneficial for the financial community to consider. more...

Investment News for Financial Advisers and Paraplanners - Asset TV ‘Sustainable, Responsible and Ethical Investing Masterclas

In this Masterclass a panel of experts discuss the SRI, what it is, how it works and what the main drivers are. On the panel are; Julia Dreblow, Founder, SRI Services Mike Appleby, Investment Manager, Alliance Trust Investments more...

Nominated Partner award - Sri Services: Fund EcoMarket shortlisted for Sustainable City Award 2016

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. more...

Ethical Investment news for financial advisers and paraplanners - 5 steps to delight your ethically minded clients ahead of Good Money Week 2015

Embarking on any new challenge requires a plan, so here is a whistle stop tour of the 5 steps advisers can take to bring ‘sustainable, responsible and ethical investment’ (SRI) into the advice process more...

Ethical Investment news for financial advisers and paraplanners - SRI Services: Stranded Assets article for advisers in this month’s ILP Moneyfacts Magazine

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 ahead for all investors – retail and institutional, SRI and non SRI. Click here to open this month’s ’Don’t miss the boat‘ Moneyfacts article. more...

ethical investments update for financial advisers and paraplanners - SRI Services: 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 to be added to the list please get in touch and I will gladly include you (for a small fee!) more...

Ethical Investment update for Financial Advisers - Sri Services: 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' more...