‘Screened, Themed and Engaged 2017′

A ‘Good Money Week’ event for financial advisers and retail financial services professionals…

Following the success of last year’s  ‘sold out’ event we are now finalising plans for this year’s event.  The information we can publish so far is:

Date:  Thursday, 19 October

Event timings: 1.45 for 2.00 start – 6.oo

Drinks reception: 6.00 – 8.00

Location: Museum of London, 150 London Wall, London, EC2Y 5HN

Content: Attendees will hear from industry experts and attend a series of small ’round table group presentations’ with SRI fund managers.  Fund Managers will be talking about the risks and/or opportunities that relate to topical areas of their portfolios.

Confirmed fund manager table hosts: Rathbones, Unicorn, Triodos, Liontrust, Sarasin & Partners.

Additional speakers / panel members: UKSIF (CEO Simon Howard), Quilter Cheviot, Guy Turner

The final session of the day will be an interactive panel discussion.

The formal proceedings will be followed by a drinks reception and a chance to mingle!

Objectives:  To learn about risks and opportunities relating to specific areas of investment – and develop a deeper knowledge of a diverse range of sustainable, responsible and ethical funds options and strategies.

Cost: free for financial advisers and retail financial services professionals

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 Sign up to this event here.

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Contact Julia@sriServices.co.uk to discuss this event.

 

SRI, ethical investment, financial advisers

Screened, Themed and Engaged’ Good Money Week event 2016