SRI Services and Partners annual Good Money Week event

Join us at our annual ‘SRI Services & Partners Good Money Week sustainable investment event‘ on 9 October 2025!

The event is free for financial services intermediaries – wealth managers, financial advisers, planners and their colleagues – to attend thanks to the support of our partners. 

Venue – the former Museum of London, 150 London Wall, EC2Y 5HN (this venue is hired privately – it is no longer open to the public).

CISI CPD approved – up to 6 hours

Times:

• Doors open 09:30 (for a 10:00  start) – 17:00
• Drinks reception – 17:00 – 20:00

Supporting fund managers:

Aegon Asset Management, BNY Investments, CCLA Investment Management, Columbia Threadneedle Investments, Fidelity International, Liontrust Asset Management, M&G Investments, Pictet Asset Management, Quilter Cheviot Investment Management, Rathbones Asset Management, RBC BlueBay Asset Management, Royal London Asset Management,  Sarasin & Partners, Triodos Investment Management, Vert Asset Management

Agenda

PLEASE NOTE: THE TIMINGS ARE APPROXIMATE

10:00 – 10:25  Welcome – Julia Dreblow, SRI Services & Fund EcoMarket – Founder & CEO 

10:25 – 11:00  Fund Manager Session:  SDR labelling – one year on

• • • Miranda Beacham: Head of UK Responsible Investment – Aegon Asset Management
    • Jenn-Hui Tan: Chief Sustainability Officer – Fidelity International
    • David Harrison: Fund Manager, Rathbone Greenbank Global Sustainability Fund – Rathbones Asset Management

11:00 – 11:35  GUEST SPEAKER – Lousia Chender, FCA

11:35 – 12:00 Coffee break

12:00– 12:25   Fund Manager Session: Geopolitics and its impact on sustainable and responsible investment

• • • George Crowdy,CFA: Sustainable Fund Manager – Royal London Asset Management
    • Colm Harney: UK Equity Analyst/Portfolio Manager – Sarasin & Partners
    • Adam Robbins: Head of Business Development – Triodos Investment Management

12:25 – 12:45  GUEST SPEAKER – Peter Uhlenbruch, SBTi – Asset Owner and Asset Manager Engagement Lead

12:45 – 13:10 Fund Manager Session: Climate transition explored – how can investors help achieve net zero?

• • • Jorg Soens: Senior ESG Solutions Specialist – BNY Investments
    • James Corah: Head of Sustainability – CCLA Investment Management
    • Samuel Adams: CEO – Vert Asset Management

13:10 – 13:30 Fund Manager Session: Reasons to be cheerful -part 1:  brief individual presentations on inspiring topics. two of the following:

• • • Eloise Robinson: Portfolio Manager, Multi Asset Solutions – Columbia Threadneedle Investments
    • Mike Appleby: Investment Manager, Sustainable Future Funds – Liontrust Asset Management
    • Caroline Langley: Investment Director – Quilter Cheviot Investment Management
    • My-Linh Ngo: Senior Director & Impact-Aligned Strategist – RBC BlueBay Asset Management

13:30 – 14:35 Lunch break including Portfolio managers lunchtime panel

14:35 – 15:00   Welcome back / meet ASG members

15:00 – 15:25   GUEST SPEAKER: Solitaire Townsend,  Futerra – Co-founder and Chief Solutionist 

15:25 – 15:50  Fund Managers Session: Nature – growing opportunities to make money and do good on land and in the oceans.

• • • Charlie Anniss: Portfolio Manager, Nature & Biodiversity Solutions Fund – M&G Investments
    • Yi Shi: Client Portfolio Management – Pictet Asset Management

15:50 -16:15   GUEST SPEAKER – James Alexander, CEO, UKSIF – Good Money Week update

16:15 – 16:35   Fund Manager Session:  Reasons to be Cheerful – part 2: brief individual presentations on inspiring topics. 2 0f the following:

• • • Eloise Robinson: Portfolio Manager, Multi Asset Solutions – Columbia Threadneedle Investments
    • Mike Appleby: Investment Manager, Sustainable Future Funds – Liontrust Asset Management
    • Caroline Langley: Investment Director  – Quilter Cheviot Investment Management
    • My-Linh Ngo: Senior Director & Impact-Aligned Strategist – RBC BlueBay Asset Management

16:35 – 17:00  Close / next steps

17:00 – 20:00  Drinks reception 

SIGN UP NOW 

The conference is for retail financial services intermediaries only – wealth managers, financial advisers and their colleagues only. (Members of the public, and people who do not work in UK financial services will not be admitted).

It’s purpose is inform, educate and enthuse delegates with a range of sustainability focused expert panel sessions, presentations – and plenty of time to network. 

The event has been oversubscribed for the last few years, so please sign up early to avoid disappointment.

We will publish additional agenda details on this page shortly.

If you would like to enquire about speaking at or supporting the event please contact julia@sriservices.co.uk .

2024 event highlights video: