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!

This full day sustainable, responsible and ethical investment deep dive 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) – 17:15
• Drinks reception – 17:15 – 20:00

Agenda

PLEASE NOTE: THE TIMINGS ARE APPROXIMATE

10:00 – 10:20  Welcome – Julia Dreblow, SRI Services & Fund EcoMarket – Founder & CEO 

10:20 – 10:55   Fund Manager Panel:  ‘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

10:55  – 11:30  KEYNOTE SPEAKER – Louisa Chender, FCA – Technical Specialist, Sustainable Finance Policy

11:30 – 11:50   Coffee break

11:55 – 12:30   Fund Manager Panel: ‘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

12:30 – 12:50  GUEST SPEAKER – Peter Uhlenbruch, SBTi – Asset Owner and Asset Manager Engagement Lead

12:50 – 13:25  Fund Manager Panel: ‘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

13:25 – 13:40  Fund Manager Panel: ‘Reasons to be cheerful – part 1′ –  brief individual presentations on inspiring topics. 

• • • • Caroline Langley: Investment Director – Quilter Cheviot Investment Management
      • Robert Lambert: Portfolio Manager, Investment Grade – RBC BlueBay Asset Management

13:40 – 14:50  Lunch break including Portfolio manager lunchtime panel

• • • • Natalie Kenway: Chair
      • Paris Jordan: Head of Responsible Investing – Charles Stanley
      • Mollie Thornton: Senior Investment Manager – Parmenion
      • Alex Funk: Chief Investment Officer – PortfolioMetrix
      • Gemma Woodward: Head of Responsible Investment – Quilter Cheviot

14:50 –  15:15  Welcome back  – adviser report update

15:15 –  15:40  KEYNOTE SPEAKER: Solitaire Townsend,  Futerra – Co-founder and Chief Solutionist 

15:40 – 16:05  Fund Manager Panel: 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

16:05 – 16:25   GUEST SPEAKER – James Alexander, CEO, UKSIF – Good Money Week update

16:25 – 16:50   Fund Manager Panel:  ‘Reasons to be Cheerful – part 2′: brief individual presentations on inspiring topics. 3 of the following:

• • • • Eloise Robinson: Portfolio Manager, Multi Asset Solutions – Columbia Threadneedle Investments
      • Seb Beloe: Managing Director – Foresight
      • Mike Appleby: Investment Manager, Sustainable Future Funds – Liontrust Asset Management

16:50 – 17:15   Close / next steps

17:15 – 20:00  Drinks reception … ‘Reasons to be Cheerful – part 3’!?

Supporting fund managers:

Aegon Asset Management, BNY Investments, CCLA Investment Management, Columbia Threadneedle Investments, Fidelity International, Foresight, 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

SIGN UP NOW 

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

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

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

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

2024 event highlights video: