Tools for Advisers
Key Resources
The Investing Responsibly Toolkit for Advisers has now been incorporated into the following:
Additional Resources
- The Eurosif Transparency Guidelines for SRI Retail Funds aim to clarify the principles and processes of SRI retail funds.
- Many UKSIF investment institution members manage SRI funds, for a list of these and links to information on their funds click here.
- Free Ethical Funds Directory from EIRIS, including a guide to green and ethical issues.
- The Ethical Fund Database from Ethical Screening is a free online directory of ethical funds in the UK market available to registered financial advisors.
- Synaptic's Fund Manager suite [paid service] includes an Ethical component which allows you to highlight only those funds which satisfy your client's ethical views. To support National Ethical Investment Week, Synaptic Research is currently offering new users one month's free access to the Synaptic Fund Research tool. Click here to request your free trial.
- Eurosif's SRI Funds Service provides information on selection criteria, performance and risk measures
- For useful tips on how to green your own business access the Adviser's Guide to Going Green
