Dialshifter ® is a new initiative that SRI Services is working on with a diverse range of partners. Its aim is to make retail investment funds, intermediaries and advisers who are helping to ‘shift the dial from brown to green’ readily recognisable with a badge that can be easily understood and trusted.


Dialshifter is new – and still somewhat ‘work in progress’ – but will soon become a means of recognising investment funds and intermediaries that are helping to shift us to address climate change.

Information about the criteria and verification process will be published, in full, on this website shortly. Draft criteria are under the ‘Dialshifter’ tab now.

You can register your interest via the forms in the three different Dialshifter groups.


The ‘Dialshifter’ idea came about because we are well aware that successfully building environmental considerations into investment and advice processes is not easy.

As a result, in spite of substantial public concern and changing regulatory frameworks, much of the investment community continues to respond far too slowly to the threats posed by the climate emergency – with individual investors being particularly poorly catered for.

SRI Services already offers Fund EcoMarket – the popular, ‘whole of ESG / SRI market’ fund research tool for financial advisers. (Fund specific information will remain on Fund EcoMarket.)

This service is different as its purpose is to ‘flag’ retail investment products, services and intermediaries that are helping to address key environmental challenges, so that those with an interest can find and recognise them more easily.

Why Climate Change?

Dialshifter is focused on climate change and core sustainability issues (eg biodiversity loss) not because these are the only ESG (environmental, social and governance), SRI (sustainable/socially & responsible investment) or ethical investment issues that matter – the opposite is true.

We focus on these areas because they pose clear, existential threats to the financial system and far beyond.

Indeed, we agree that a failure to limit carbon emissions or reduce biodiversity loss over the next decade will make meeting many of the wider aims of the ethical, sustainable, responsible and impact investment communities (and indeed the SDGs) infinitely harder, if not impossible, to achieve.

On a journey

Despite often significant efforts most of us remain far from being able to say we are carbon neutral, generating zero waste or aligned to the UN Sustainable Development Goals (SDGs) in all aspects of our lives – or better still anywhere near being ‘regenerative’ or ‘carbon negative’.

The investment community is no different.  There are pockets of excellence, but only a small proportion of assets are truly enabling or even fully supporting such aims.

By means of context, today’s retail sustainable investment funds under management (and related strategies) are in the region of 1.5% of the total – and still only a small proportion of clients receive comprehensive advice on how to bring environmental factors into their investment plans.

As such, the distance we need to travel, its complexity and its importance are precisely why we need to recognise that we have a long and difficult journey ahead – and need to get started started right away.

Dialshifter, like other work aimed at driving positive change, is no magic wand. Much needs to change and we have a long way to go – so we expect Dialshifter to evolve over time.  What you see today is our first step … based on 25 years working in this area.

We hope it will swiftly gather speed and help the investment community to head in the right direction.

Our plans

Dialshifter is, in essence, about providing signposts that will help shorten the journey time.  Its aim is to flag (and help to encourage) positive behaviours throughout the investment chain, rather than simply castigating laggards – whilst ignoring crucial cogs in the mechanism.

We will approve Dialshifter® status for investment funds, intermediaries and service providers that are on the right track, supporting, encouraging and facilitating more environmentally sound investment decisions and therefore business behaviours.

We want this to be as collaborative as possible, so welcome your comments and suggestions – either via our ‘Contact Us’ tab or the survey below. And if you are interested in becoming one of the first Dialshifters please use the enquiry forms provided.

We look forward to hearing from you!

Julia Dreblow

Founder SRI Services, Fund EcoMarket and Dialshifter




The small print: Please keep in mind that this site, like our others, is ‘for information only’.  We are not authorised or regulated and can not give financial advice. Our work is focused on helping financial services professionals to understand and meet their clients investment aims better. Please feel free to explore our free (and open to all) fund database Fund EcoMarket for further information.