Posted on: February 8th, 2023
Top 100 filter searches on Fund EcoMarket during 2022:
The sustainable fund filter searches carried out during 2022 were once again as mixed as they have been previously – indicating that users of the Fund EcoMarket tool unsurprisingly need to consider both financial and sustainability criteria.
A number of our SRI Styles labels were again in the top 100.
Sustainability Themed lead the way, followed by Ethical and Environmentally Themed. This again, indicates the usefulness of being able to see funds grouped together by their core sustainability characteristics as a way of starting the process of matching funds to client preferences.
High level ‘Environmental and Sustainability policy…’ filter options proved very popular again, with ‘Excludes Coal, Oil and Gas Majors’ being the top individual search this year.
Armaments, Tobacco and Animal Testing exclusionary filters followed (respectively in 17th, 18th, 19th and 20th places).
These again indicate a diverse range of client interests and an emphasis on ‘exclusions’ – which we believe remain popular in retail markets because of the clarity it brings.
The highest ranking ‘positive’ filters were ‘Invests in clean energy/renewables’ (38) and ‘Aims to generate positive impacts (or ‘outcomes’)’ (48) – although these may be skewed by their being a number of impact related filter options on the site.
To have your say on any changes you would like us to make to the filter options and text fields on the site this year please respond to our brief survey linked here.
Last year’s top searches were:
1. OEIC/Unit Trust |
2. Equity |
3. Mixed Asset |
4. Sustainability Themed |
5. UK |
6. Global |
7. Passive Equity |
8. Ethical |
9. Environmentally Themed |
10. Equity Income |
11. Investment Trust |
12. Fixed Interest |
13. ETF |
14. Environmental policy |
15. Sustainability policy |
16. SICAV/Offshore* |
17. Coal, oil &/or gas majors excluded |
18. Armaments manufacturers avoided |
19. Tobacco production avoided |
20. Animal testing exclusion policy |
21. Pension |
22. Not Set |
23. Climate change / greenhouse gas emissions policy |
24. Europe |
25. Emerging Markets |
26. Europe >50% UK |
27. USA |
28. Animal welfare policy |
29. Unclassified |
30. Ethical policies |
31. Infrastructure |
32. Asia Pacific |
33. DFM/Portfolio |
34. Property |
35. Europe Ex-UK |
36. Fracking and tar sands excluded |
37. Pornography avoidance policy |
38. Invests in clean energy/renewables |
39. Japan |
40. Arctic drilling exclusion |
41. Asia Pacific ex Japan |
42. Child labour exclusion |
43. Sustainability Tilt |
44. Fossil fuel reserves exclusion |
45. ESG Plus |
46. Gambling avoidance policy |
47. Social policy |
48. Aims to generate positive impacts (or ‘outcomes’) |
49. Social Themed |
50. Deforestation / palm oil policy |
51. Favours cleaner, greener companies |
52. Animal testing – excluded except if for medical purposes |
53. Human rights policy |
54. Corporate Activity |
55. Civilian firearms production exclusion |
56. Alcohol production excluded |
57. Environmental damage and pollution policy |
58. Limits exposure to carbon intensive industries |
59. Not set |
60. Unsustainable / illegal deforestation exclusion policy |
61. Life |
62. Indian sub-continent |
63. Clean / renewable energy theme or focus |
64. Positive environmental impact theme |
65. Strictly screened ethical fund |
66. Nuclear exclusion policy |
67. Plastics policy / reviewing plastics |
68. Other |
69. Governance policy |
70. Oppressive regimes exclusion policy |
71. Royal London Sustainable Diversified Trust Fund |
72. Cash (or =) |
73. Charities |
74. Measures positive impacts |
75. Sustainability theme or focus |
76. Hedge |
77. Positive selection bias |
78. Avoids companies with poor governance |
79. FP WHEB Sustainability Fund |
80. Energy efficiency theme |
81. Fast fashion exclusion |
82. In house responsible ownership/voting expertise |
83. Available via an ISA (OEIC only) |
84. Balances company ‘pros and cons’/best in sector |
85. Faith Based |
86. Labour standards policy |
87. ASI Global Sustainable and Responsible Investment Equity Fund (ASI)(abrdn) |
88. Anti-bribery and corruption policy |
89. ESG integration strategy |
90. Responsible supply chain policy or theme |
91. Liontrust Sustainable Future Global Growth Fund |
92. Liontrust Sustainable Future Managed Fund |
93. Responsible Ownership (FM company) |
94. Health & wellbeing policies or theme |
95. Janus Henderson Global Responsible Managed Fund |
96. Liontrust Sustainable Future Managed Growth Fund |
97. Negative selection bias |
98. Rathbone Ethical Bond |
99. Require net zero action plan from all/most companies |
100. Biodiversity Policy |