SRI Services was set up by Julia Dreblow in 2010 to help change how people invest.

Our main service – the Fund EcoMarket database tool – was launched in 2011.  Its purpose is to help financial advisers and other intermediaries to understand and compare sustainable, responsible and ethical investment funds, so that they can match client aims to fund options.

By bringing together information about all of the many different, but often complimentary, ‘sustainable, responsible and ethical investment’ (SRI) strategies and approaches we aim to make these funds easier to research, understand, compare – and recommend to clients.

Fund EcoMarket is free to use because we believe it is important that there are no barriers to finding out about sustainable investment fund strategies – it is kindly paid for by our fund partners whose funds are listed first. The site is designed for UK based financial advisers but open to all.

Key facts:

• Fund EcoMarket currently lists approximately 250 fund and fund management company filter options;
• SRI Styles help users identify key fund characteristics – clients preferred SRI Styles can be identified with the help of our SRI Stylefinder tool;
• We research fund managers directly. The database is continually updated, we issue our revised questionnaire to all managers in Q1 each year.

See here for further information about the Fund EcoMarket database.