Please complete the following form to apply for your fund to become a Dialshifter. Please enable JavaScript in your browser to complete this form. Name * First Last Role * Email * Phone Company Name * I am enquiring about Dialshifter on behalf of a ... Fund Fund rangeProduct rangeFund management companyOther Name of fund, product or organisation this enquiry relates to Website (link to SRI/ESG information) I/we are interested in this fund/product/company qualifying as a ‘Dialshifter’ * Yes No Information relating to this fund / company / product is on Fund EcoMarket database * Yes No Dialshifter qualification criteria To qualify for use of the Dialshifter badge, funds must meet all of the (11) 'Obligatory' criteria plus at least one additional option from the category classification list. Our use of the terms 'Exclude' and 'Avoid' : we use these terms as they are recognised descriptions, however this may also mean 'will never invest in this area because it is outside of the scope of this fund'. Please supply documentation to evidence the following: Core fund strategy / purpose criteria: * Aims to generate positive environmental and/or social impacts Sustainability policy or theme Climate change/GHG policy or theme Human rights policy Specific exclusions criteria: * Deforestation (eg palm oil) policy Excludes coal, oil and gas majors Excludes fracking, tar sands and arctic drilling Responsible Ownership requirements: * ESG integration policy Responsible ownership (stewardship) policy Publishes voting record Ethical underpin requirement: * Excludes producers of tobacco and armaments PLUS one or more of the following: Invest in environmental solutions companies # (to be a ‘Solutions focused’ Dialshifter) Encourage carbon/GHG reduction (to be a ‘Transition focused’ Dialshifter) Climate Action 100+ / IIGCC member (to be a ‘Responsible Ownership’ focused Dialshifter) Funds with more than one of the above may be classed as ‘all rounders’ In order to be approved as a 'Dialshifter', funds must provide evidence of each of these criteria - or explain if any are not directly applicable. All responses must be verifiable, consistent with the intention of 'shifting the dial from brown to green' and able to be explained to clients. Funds will also have to fulfil additional (more specific) goals based on the main ways in which funds can help ‘shift the dial’. File Upload (optional) Click or drag files to this area to upload. You can upload up to 5 files. We will use the information you have supplied for publication on www.FundEcoMarket.co.uk to help verify your Dialshifter status. You may attach additional information here if required (not for publication). Description of expertise assessing climate change Do you have a 'net zero' or 'Paris Alignment' statement articulating your commitment to help reduce carbon emissions? Yes - we have a statement of that kind (see attached)No - but we are happy to work on one as part of this process No - this is not something we would do Additional information / URL links Dialshifter summary Maximum 100 words. (This will subject to verification but can be amended if required.) I/we consent to this information being used by the following: (Please note we aim for this process to be as transparent as possible so all fund information will be made publicly available - you can request changes at any time). * Internal use SRI Services (pending agreement to proceed) SRI Services verification partners (pending approval) Publicly available Date / Time Date Time Comment Submit
