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IFAs’ interest in ESG investment rises three-fold in past year

Wind-Green-Environment-Ecology-Windmill-700.jpgFinancial advisers’ interest in environmental, social and ethical investment rose dramatically over the past year, according to figures from Fund EcoMarket.

The site, which is designed to help intermediaries navigate the world of ESG retail investment, has seen its number of visitors rise three-fold, as it registered 9,400 unique users in the 12 months to 30 June 2019, up from 3,100 unique users in the previous 12 months.

The site data shows an increase in number of visitors, but also in the number of visits. Fund EcoMarket registered 14,000 site visits in the last 12 months, compared to 5,600 a year before.

Investment Association launches consultation on sustainable investment

Fund EcoMarket and SRI Services founder Julia Dreblow says: “I am absolutely delighted this site is proving so useful. These results support my long-held views that individual investors are interested in this area – and that in order to offer advice to clients intermediaries need a wide range of information on both ethical, social and environmental strategies and fund identification information.

“The fact we go further and publish substantial amounts of fund manager supplied SRI policy and strategy information via filters, text and links alongside fact finding and audit trail support makes it easy for users to ‘look under the bonnet’ and document their findings for their audit trail in just a few clicks.”

The top 50 Fund EcoMarket searches from 1 January and 30 June 2019

1. OEIC/Unit Trust
2. Sustainability Themed
3. Equity
4. Ethically Balanced
5. Mixed Asset
6. Global
7. Environmentally Themed
8. UK
9. Negative Ethical
10. Environmental policy
11. Equity Income
12. Investment Trust
13. Fixed Interest
14. Coal, oil &/or gas majors excluded
15. Passive Equity
16. Unclassified
17. Armaments manufacturers avoided
18. Animal testing exclusion policy
19. Climate change / GHG policy
20. Animal welfare policy
21. Invests in clean energy/renewables
22. Europe
23. ESG Plus
24. Fracking and tar sands excluded
25. Property
26. Tobacco production avoided
27. Emerging Markets
28. USA
29. Not Set
30. Clean energy themed
31. Deforestation / palm oil policy
32. Pension
33. Asia Pacific
34. Ethical policies
35. Social Themed
36. Europe Ex-UK
37. Sustainability policy
38. Infrastructure
39. Pornography avoidance policy
40. Sustainability themed
41. Gambling avoidance policy
42. DFM/Portfolio Planner
43. Limits exposure to carbon intensive
industries
44. Human rights
45. Child labour exclusion
46. SICAV/Offshore
47. Aims to generate positive impacts
48. Plastics policy / reviewing plastics
49. Positive environmental impact
theme
50. Nuclear exclusion policy

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  1. Good grief. Starting from a low base and rising to what is still a low base. As I said elsewhere all this is just marketing hype. ESG and Ethical is a label that is slapped on to attract the Millennials. Really dig down as see how ethical they really are. You only have to see the shennanigans at the right-on PC large charities such as Oxfam and Save the Children to see how hypocritical all this stuff is.

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