We are pleased to confirm that with our site refresh complete, we have launched our new Ethical Zone to provide community members with information and resources about sustainable and responsible investment (SRI). The new section will feature resources from sriServices, an independent company devoted to helping financial advisers offer SRI choices more easily and more often.
Our launch of the Ethical (TOWIE) Zone underscores the growing importance of SRI solutions to the adviser community. The new section of the website will provide an online SRI fund database, a client microsite with SRI educational resources, and support materials for advisers looking to enhance their SRI offerings.
Derek Bradley, CEO of Panacea Adviser, comments:
“Sustainable and responsible investment choices are playing a larger role than ever as advisers create investment solutions that meet clients’ ethical as well as fiscal needs. As we recently rebranded and re-launched our website, we felt the time was right to offer our community the resources to best serve their clients in the SRI arena.”
Julia Dreblow, founder of sriServices, continued:
“It is gratifying to see that Panacea recognises the mounting importance of sustainable and responsible investment solutions. Their new Ethical Zone will be invaluable to advisers as they strive to educate clients about SRI.”
The new service includes:
- on-line SRI fund database that helps advisers shortlist relevant SRI fund options by splitting funds into ‘styles’. The tool includes an ‘SRI Sylefinder’ fact-find questionnaire. www.FundEcoMarket.co.uk
- client microsite offering the SRI fact find questionnaire and client-friendly SRI information http://stylefinder.fundecomarket.co.uk/
- independent, generic SRI support materials for financial advisers who would like to learn more about this area or who need help developing an SRI advice process www.sriServices.co.uk. This includes the recently launched ‘Adviser Guide to SRI’ written in collaboration with Rayner Spencer Mills.
To visit the new Ethical Zone go to www.panaceaadviser.com/ethicalzone