Advisers Archives

SDR fund labels: what are we seeing?

Published on: 15/11/2024

SDR fund labels - update: The adoption of sustainable fund labels is big news at the moment, particularly as we…
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SDR update - a whistlestop tour for financial advisers

Published on: 19/07/2024

As we welcome the sun putting in an appearance at long last, and before everyone heads off on their holidays,…
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'Adviser Sustainability Group' Terms of Reference and member names published

Published on: 05/03/2024

I am delighted to report that we can now share both the Terms of Reference and the names of the…
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Appointment to Vice Chair of new working group for financial advisers

Published on: 16/01/2024

We are delighted to report that Julia Dreblow has been appointed Vice Chair of the FCA's new industry led Adviser's…
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FCA Financial Lives survey shows - yes - growing interest in ESG

Published on: 13/09/2023

July 2023 saw the publication of the FCA's 2022 Financial Lives Survey, which I have 'cherry picked' some key numbers…
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Professional Adviser article - Whistle stop tour of sustainability disclosure requirements

Published on: 14/11/2022

Why SDR should not play second fiddle to Consumer Duty Julia Dreblow 11 November 2022• 4 min read The Financial…
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FT Adviser article - will SDR confine greenwash to history

Published on: 14/11/2022

Published in FT Adviser 8 November 2022 By Julia Dreblow It was a huge relief when I learned the sustainability disclosure…
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London Climate Week - (free) Excel event tickets - 28 & 29 June

Published on: 15/06/2022

London Climate Week event on 28 & 29 June I happily agreed to become involved with a major London…
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Data sharing with Fidelity platforms

Published on: 08/02/2022

I am delighted to report that in line with our core aim of 'helping to change how people invest' we…
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SRI Services response to FCA SDR and labels discussion paper DP21/4

Published on: 17/01/2022

I am delighted to share our response to the FCAs recent 'Sustainability Disclosure Requirements (SDR) and investment labels' discussion paper.…
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Sustainable investment 4,3,2,1

Published on: 10/12/2021

As you are reading this post you may well know that I have spent nearly 30 years working in sustainable,…
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What recent sustainability developments may mean for financial advisers

Published on: 10/11/2021

I have been asked to comment a number of times recently on what I think the recent regulatory announcements might…
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SRI Services & Partners Good Money Week event 2021

Published on: 18/09/2021

We are delighted to invite you to sign up to our annual event which is being held in two…
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Six Monthly Fund EcoMarket user report - exploring sustainable investment trends.

Published on: 13/07/2021

This information relates to Fund EcoMarket user activity from 1 January - to 30 June 2021 Key findings: Use of…
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'Stick or Twist' - our recent Investment Life and Pensions Moneyfacts article

Published on: 18/05/2021

This blog shares the text of an article I recently wrote for Investment Life and Pensions Moneyfacts which they kindly…
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New Fund EcoMarket brochure available for download

Published on: 13/04/2021

I am delighted to be able to share our new (A4) downloadable & printable Fund EcoMarket brochure... Download Fund EcoMarket…
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ESG: More Than a Protest - Citywire infographic and article

Published on: 08/03/2021

I love this clever infographic New Model Adviser editor William Robins and the Citywire team have created out of a…
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SRI Services & Fund EcoMarket February 2021 newsletter

Published on: 23/02/2021

Here is the link to our most recent newsletter - published yesterday. To subscribe to our newsletter please sign…
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Intelligent Partnership estate planning guide - SRI thoughtpiece

Published on: 10/02/2021

A big thank you to Intelligent Partnership for sending me a lovely, smart version of the brief 'Thought Leadership' piece…
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Fund EcoMarket roundup and top 100 searches in 2020

Published on: 06/01/2021

Happy New Year… I very much hope you and yours are well and coping with the situation we find…
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SRI Services & Partners Good Money Week 2020 event videos now live!

Published on: 28/10/2020

I am delighted to report that we have just loaded the videos from our first ever online 'SRI Services and…
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Fund EcoMarket changes - New Styles and Subfund data

Published on: 24/09/2020

Over the last six months we've been working on a number of pretty major changes to Fund EcoMarket. App The…
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Keynote speaker announced for 21 October SRI Services and Partners event

Published on: 02/09/2020

SRI Services and Partners annual ‘Good Money Week’ ‘virtual’ event - 21 October 2020 I am delighted to announce that…
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Searches for ESG funds increase rapidly - with sustainability issues dominating

Published on: 02/07/2020

Usage of the adviser friendly sustainable investment fund database ‘Fund EcoMarket’ increased sharply over the last six months. Fund EcoMarket…
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Adviser training video

Published on: 18/05/2020

In the spirit of #BuildBackBetter this is me sharing a #Sustainable and #ResponsibleInvestment training video I recently put together for…
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Covid and the Future of ESG - Money Marketing Interview

Published on: 24/04/2020

Just published - Justin Cash, Editor of Money Marketing interviews Julia Dreblow of SRI Services on 'Covid and the future…
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21 October 2020 'SRI Services & Partners' annual event registration

Published on: 08/04/2020

In the hope and expectation that some kind of normality will have returned by October I am pleased to say…
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Top Fund EcoMarket Filter Searches in 2019

Published on: 06/01/2020

The following list is of the top individual filter searches carried out on Fund EcoMarket from 1 January to 31…
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Understanding Greenwash

Published on: 13/11/2019

Recent media coverage, generated in part in response to a recent report by SCM*, indicates that greenwash fears are growing…
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New 'Find An Adviser' Map added to Fund EcoMarket

Published on: 08/11/2019

Although this fund tool is intended mainly for use by financial services intermediaries you may be aware that we have…
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FCA Feedback Statement on Climate Change and Green Finance

Published on: 18/10/2019

The FCA issued the following important and welcome statement and linked report this week (16 October 2019). This, in my…
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More than a third of pension schemes considering appointing IFA - XPS. (So be informed about ESG!)

Published on: 17/10/2019

The news that a third of XPS pension schemes either have an IFA or are likely to be looking…
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SRI Services & Partners event roundup

Published on: 14/10/2019

With another Good Money Week just ended I am delighted to share the news that our event last week appears…
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SRI Services & Partners event – 9 October 2019, London

Published on: 30/08/2019

If you are a financial services intermediary who would like to know more about retail ESG, SRI, sustainable and ethical…
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Woman of the Year Award - Finalist

Published on: 13/06/2019

Women in Financial Advice Awards 2019 I am delighted to have been informed that I am a Finalist in this…
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SRI fund tool filter searches May 2019

Published on: 10/06/2019

May 2019 saw the increase in use of Fund EcoMarket continue, with 1200 'unique users' carrying out 3177 'clicks'…
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MiFID ii - ESG & Sustainability upgrade

Published on: 24/05/2019

This has been a long time coming, but happily ESMA has recently (3 May 2019) published the reports that…
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Three new videos now live - Introducing Fund EcoMarket, SRI & SRI Jargon

Published on: 14/04/2019

After working out that recording 'live' videos is not in fact a walk in the park... I am delighted to…
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SRI Services response to ESMA Consultation Paper ‘On Integrating sustainability risks and factors into MIFID II’

Published on: 21/02/2019

SRI Services was delighted to have had the opportunity to respond to the ESMA Consultation Paper ‘On Integrating sustainability risks…
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Sustainable Finance Initiative - MiFID II suitability requirements - feedback requested

Published on: 08/06/2018

EU proposals to include ESG as part of investment and advice processes. 20 June 2018 Update: ===== On 24 May 2018 the…
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Green Finance Taskforce report

Published on: 10/04/2018

The Green Finance Taskforce published a highly significant (100 page) report on 28 March 2018. The report, which aims to help accelerate 'green…
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sriServices Citywire video interview

Published on: 25/02/2016

Fund EcoMarket Citywire video - interview I am delighted to be able to direct you to a new video -…
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