Responding to the climate emergency. Are investors responding with the ‘necessary urgency’? What options are available to investors – large and small? What ‘escalation options’ are available? What do ‘good’ and ‘bad’ look like?
To mark the end of Good Money Week 2021 we partnering with UKSIF to hold an informal, in person, London drinks (and canapes) reception on 13 October. This event is for financial services professionals only.
This will be in the London Wall /Moorgate (EC2) area, from 5-9 pm.
Our annual ‘SRI Services and Partners Good Money Week event’ was held on Zoom this year because of world events. Please use the links below to view each session. The CISI approved this event for 5 hours CPD.
The 2019 annual ‘Screened, Themed & Engaged’ event was held on 9 October, during ‘Good Money Week 2019′ at the Barbican Centre, in London. It was free to attend for financial advisors and investment intermediaries only and the format was a combination of presentations, panel sessions and breakout sessions with subject specialists and fund managers and focused on ESG, SRI, Sustainable, Responsible and Ethical investment. (The event qualified for 5 hours of CPD training)
The 2018 annual ‘Sustainability & Suitability’ event was held on 3 October, during ‘Good Money Week 2018′ at the Mermaid Theatre, in London. It was free to attend for financial advisors and investment intermediaries only and the format was a combination of presentations and breakout sessions with subject specialists and fund managers (The event qualified for 5 hours of CISI accredited CPD training)
Welcome, SRI market overview & update:
Julia Dreblow (Founder & event organiser) – SRI Services and Fund EcoMarket
The 2017 annual ‘Screened, Themed & Engaged’ event was held on 19 October at the Terrace Gallery Rooms, Museum of London. It was free to attend for financial advisors and investment intermediaries only and the format was a combination of presentations, small group ‘fund manager led’ round table sessions and an interactive panel/Q&A discussion panel sessions. The event focused on understanding the diverse and growing opportunities in sustainable, responsible and ethical investment and was organised by sriServices (with kind support from LGBR/Unicorn).
Welcome and introduction – Julia Dreblow founder sriServices & Fund EcoMarket
SRI Market overview – Simon Howard, CEO UKSIF market update
Fund Manager round table meetings:
Liontrust– ‘Exploiting sustainability themes for the benefit of investors’ .
Speaker: Mike Appleby, Investment Manager Sustainable Futures funds
Rathbones – ‘Addressing climate change, inequality and affordable housing through funds and discretionary fund management.’
Speakers: Bryn Jones, Head of Fixed Income and Manager of the Rathbone Ethical Bond Fund, Perry Rudd, Head of Ethical Research, Rathbone Greenbank Investments
Sarasin & Partners – ‘Responsible ownership – how successful engagement benefits both investors and companies’.
Speaker: Paul Fairbrother, ESG Product Specialist
Triodos Investment Management – ‘Investing for a happier, healthier future’ .
Speaker: Adam Robbins, Senior Investor Relations Manager
Unicorn Asset Management – ‘Finding ethically acceptable higher income UK small and mid cap stocks’ .
Speakers: Simon Moon, Frasier Mackersie, joint Fund Managers UK Ethical Income Fund
Speakers will be joined on the panel session by:
Claudia Quiroz – Climate Assets fund manager at Quilter Cheviot
Stuart Ryan – investment research manager at RSMR
Peter Webster – Vigeo EIRiS / EIRiS Foundation
Guy Turner – founder Trove research ‘Sustainability and performance: identifying the opportunities’
Panel / Q&A discussion session – ‘Opportunities & threats in SRI today’