About Dialshifter Funds & Fund Management Companies
The Dialshifter badge will be available for funds (and later also investment institutions) that meet the Dialshifter requirements below.
Applicants will also have to complete , the aim of which are to support, encourage and/or facilitate the shift towards lower carbon and more sustainable business practices and lifestyles.
‘Dialshifter’ requirements for all funds are:
(see form on next page)
Minimum fund specific filters selected on Fund EcoMarket:
Core fund strategy / purpose criteria:
Specific exclusions criteria:
Responsible Ownership requirements:
Ethical underpin requirement:
PLUS one or more of the following:
The fund manager must provide the following:
Our draft fund qualification requirements are listed above. These aim to help differentiate between funds that are and are not helping to address environmental challenges such as climate change.
Only funds that have explicit and publicly available climate change related strategies – which we believe are applied responsibly and in the spirit of helping to shift the dial – will be considered.
The list above are minimum criteria. In most cases we expect funds to significantly exceed these ‘baseline’ requirements.
Fund information will be checked as part of our verification process.
These requirements will be consulted on and improved from time to time – with the expectation of raising our requirements.
All relevant funds can apply.
Please be aware we are not regulated (or regulators) and can not endorse or recommend any adviser, service or investment. The information we supply is ‘for information only’.