About Dialshifter Service Providers
The Dialshifter badge will be made available to investment intermediaries and service providers that offer products and/or services that can help to address climate change and sustainability challenges.
Examples of relevant service providers include: portfolio providers, discretionary fund managers (DFMs), ratings agencies, platforms and providers of related support services.
‘Dialshifter’ requirements for service providers (see form on next page):
Our draft service provider qualification requirements are listed above. These aim to help differentiate between products and services that are and are not helping to address environmental challenges such as climate change.
Only services that have transparent and constructive methodologies – that we believe are managed responsibly and in the spirit of helping to shift the dial – will be considered.
Services 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 service providers can apply.
Please be aware however, 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’.
Service providers and intermediaries, such as investment researcher companies, fund platforms and portfolio providers, are directly or indirectly used by almost every financial adviser and individual investor.
Their role is therefore crucial as they commonly act as gate keepers – ultimately making it either easy or difficult for investors to find funds that are helping to shift the dial.
Highlighting the role of those that are doing good work in this area is therefore an important part of changing how people invest and supporting the transition to more sustainable business practices and lifestyles.