Welcome to 'SRI StyleFinder' Questionnaire. This tool helps you identify your preferred 'sustainable and responsible' or 'ethical' investment Style(s) and helps you to prepare for discussing this area with your financial adviser.

Your Details

28/08/2016

Your aims

Select one or more SRI Aim:

1
ESG Integration indicator. ESG factors are managed as part of the standard investment analysis work by some fund mangers. Respondents to this question may also be interested in themed options.
2
Sustainability themed fund indicator. Confirm client's emphasis is sustainability and that negative exclusions are not a priority. If client is happy to have exposure to higher risk funds some clean tech exposure may also appeal. (Env, Bal)
3
Responsible Ownership indicator. Check client is happy to invest in ALL companies, if so 'responsible ownership / engagement' will suit. Other 'positive influence' options include funds which focus on encouraging progress include sustainability and balanced ethical options. (Sus) .
4
Environmental theme indicator. All environmental funds will take climate change /carbon emissions into account to a greater of lesser degree.
Use 'Policy' and 'Features' filters and fund manager text and links to help refine search.
5
Responsible Ownership indicator. Check client understands share ownership and if directed to a bond fund that they understand they do not have voting rights. Responsible ownership is about funds investing potentially investing in any company and encouraging change from within.
6
Negative Ethical indicator. Check which issues client has strong views on - you may need to do additional research to check which issues are avoided. This question indicates lots of 'pure ethical' issues are of interest - not all traditional ethical funds may meet their personal values.
Use 'Policy' and 'Features' filters and fund manager text and links to help refine search.
7
Social themed funds are likely to suit this investor best however as there are few funds in this cohort - sustainability themed or ethical options could also be considered.
8
Check which religion and match fund to client's needs. For Muslim investors Shariah funds may suit. For non Muslim investors consider 'ethical' options.
Also use the 'faith friendly' option within 'Other Features' filter as this will highlight potentially appropriate options that do not specifically market themselves as being for faith based investors..
9
Responsible Ownership indicator. Check client prefers dialogue between shareholders to screened or themed approaches and is happy investing in ALL companies. Other 'positive influence' options include funds which focus on encouraging progress include sustainability and balanced ethical options. (Sus)
10
Balanced Ethical fund indicator. Confirm that client wants to invest in more 'ethical' companies that probably have some strong positive aspects and some negative issues - that they are probably working to improve.
Negative ethical options may be preferable if strict avoidance is a priority - if not sustainability and environmental themed funds may also appeal. (Trad, Sus)
Use 'Policy' and 'Features' filters and fund manager text and links to help refine search.
11
Negative Ethical indicator. Check which issues client has strong views on - you may need to do additional research to check which issues are avoided.
his question indicates lots of 'pure ethical' issues are of interest - not all traditional ethical funds may be suitable.
Use 'Policy' and 'Features' filters and fund manager text and links to help refine search.
12
Balanced Ethical fund indicator. Confirm that client wants to invest in companies that are on balance 'positive' in terms of their impact. Such funds may apply 'de minimus' acceptance levels for some activities.
Negative ethical options may be better if strict avoidance is a priority.
Themed sustainability and environmental funds may be suitable if investing in clearly positive companies is a priority.
13
Environmental theme indicator. Sustainability themed options and funds with ethical screening criteria alongside environmental focus may also be suitable.
Use 'Policy' and 'Features' filters and fund manager text and links to help refine search.
14
Faith based fund indicator. Check which religion. Funds in this group are mainly for Islamic investors. For non Muslim investors consider traditional ethical options - these often have their roots in Christian values
15
Environmental theme indicator. Check whether or not client is looking to combine this with ethical screens. Some environmental funds do others do not. Check if client focus is making money from opportunities or encouraging better practices - funds vary. (Bal, Sus, Clean Tech)
16
Balanced Ethical fund indicator. Confirm that client wants to invest in more 'ethical' companies that probably have some strong positive aspects and some negative issues - that they are probably working to improve. Check strict avoidance of range of issues is not their top priority. Negative ethical options may be better if strict avoidance is a priority - if not sustainability and environmental themed funds may also appeal.
17
Please note there are only a small number of options in this category at present. Pure 'Social Themed' retail funds are in their infancy. Other 'ethical' or 'themed' options may be suitable alternatives for some investors.
18
Check which religion. Funds in this group are mainly for Islamic investors. For non Muslim investors consider traditional/negative ethical options.
19
Sustainability fund indicator. Confirm that sustainability is main interest (this combines environmental an social issues) - such funds are likely to avoid the 'worst' companies in most sectors - but negative exclusions may be limited.
20
This relates to integrating such issues into investment decision making in mainstream funds - known as ESG Integration
21
Negative Ethical indicator. Strict ethical screening probably required. Check which issues client has strong views on - you may need to do additional research to check which issues are avoided. If interested in supporting positive companies also consider balanced ethical and sustainability funds.
22
Sustainability themed fund indicator. Confirm client's emphasis is the sustainability and that negative exclusions are not a priority.
23
An 'ESG integration' indicator. Some managers integrate these areas into their investment decisions across the board - often purely for risk mitigation.
Alternatives to such options include funds run by boutique managers who integrate such thinking into their core structure. (Search 'Features' filter for Specialist/Boutique fund managers.)
24
Social themed fund indicator. Be aware this is a new group with few options. Ethical or Sustainability themed funds may be a sensible alternative.
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This is provided for information purposes only and does not constitute advice. The providers of this questionnaire 'sriServices/Fund EcoMarket' are not regulated or authorised to offer advice.