RSMR & SRI Services IFA event

Published 13/06/2014

Date: 13 June
Time: 9.15 am to 11.45
Location: The Guildhall Marketing Suite, 80 Basinghall Street, London, EC2V 5AR.

Delegates heard about the RSMR/SRI Services  ‘Adviser Guide to Sustainable and Responsible Investing‘ and ‘Rated SRI Fund List’.  Both of these use the SRI Services ‘SRI Styles’ fund segmentation system and the highly regarded ‘RSMR’ Fund Rating methods.

This event was for financial services professionals only (specifically  – Financial Advisers and Paraplanners).

Speakers included:

  • Derek Bradley,  CEO Panacea Adviser
  • Geoff Mills,  CEO Rayner Spencer Mills Research
  • Julia Dreblow, Founder sriServices & Fund EcoMarket
  • Simon Howard, CEO UKSIF
  • Peter Michaelis, Fund Manager, Alliance Trust

This free event was made possible thanks to sponsorship from Alliance Trust.

We are also grateful to our partners Panacea Adviser and UKSIF for their help and support.

Delegates heard from each of these organisations on the day – and had the opportunity to quiz them during a panel session at the end of the event.

The following videos document the event that took place this summer –  and are the next best thing to having been there on the day!

Derek Bradley, Panacea Adviser
Simon Howard, UKSIF
Julia Dreblow, SRI Services
Geoff Mills, Rayner Spencer Mills Research
Peter Michaelis, Alliance Trust Investment
Panel Session & Conclusion