Benefit from a growing market
Growing consumer interest in issues like climate change, fairtrade, poverty and human rights continues to boost the number of retail investors who are looking for investment opportunities that match their principles.
Ethical and sustainable investment retail funds are popular and attract a particularly loyal client base. Investors are less likely to sell when there is trouble, can boost a provider’s reputation, and the expertise generated in offering ethical funds can have wider uses within a firm.
Many managers have been able to build very successful ethical or sustainability funds by meeting the needs of the growing number of clients who see themselves as ethical investors.
The EIRIS role
EIRIS has 25 years experience of providing research and support to retail fund managers. We are the market leader in the UK where over 60% of green and ethical retail funds are managed by our clients.
We understand the different approaches across European markets and have developed many new criteria to meet particular retail needs. EIRIS Portfolio Manager enables you to develop, or vary, your choice of criteria, monitor holdings and identify investment opportunities.
EIRIS research is based on a wide range of sources and dialogue with companies through a global network of experienced analysts. We create grading systems and criteria that make sense of ESG data with a transparent methodology that helps you make informed decisions. EIRIS offers around 150 criteria on over 3,000 companies across Europe, North America and the Asia Pacific region.
We also help grow the retail market through web-based guides, surveys and work with financial advisers. Many of our clients promote our role in their funds as an independent input to their process.
Sharing expertise
Many of our clients have found the expertise gained in the retail market of wider relevance. Some have launched engagement programmes on behalf of the whole firm. Others have sought to integrate ESG findings within their wide investment analysis: looking for poorly managed risks or seeking a better understanding of management quality. We see our new Climate Change and PRI toolkits and our Convention Watch service as having particular relevance here.
The way forward
EIRIS can work with you to:
- Extend a domestic retail fund by adding global options
- Create or extend an engagement programme
- Launch new retail funds from scratch
- Review and update existing fund criteria, or help you explain or promote them more clearly
Contact our client team to find out more about how EIRIS can work with you to improve your retail proposition
