SRI Services & Partners annual Good Money Week event 2024

We have now closed sign up for this event. Please email events@sriservices.co.uk if you wish to attend.

Key information

• Date –  3 October 2024 (all day, in person only)
• Venue – London Museum (previously the ‘Museum of London’), 150 London Wall, EC2Y 5HN
• Format – a mixture of presentations and panel sessions, including
• Morning keynote – Sacha Sadan Director of ESG, FCA
• Afternoon keynote – Mark Campanale, founder Carbon Tracker
• Audience – intended for UK based financial advisers, wealth managers and industry professionals who work with these groups.  (Strictly financial services / investment professionals only. Members of the public will not be admitted for compliance reasons.)
• Topics to include SDR and beyond (anti-greenwash and labelling), sustainable asset selection – and market developments
• Timings – doors will open at 09:30, the event will run from 10:00 – 17:30, followed by drinks and canapes to 20:30
• CPD – CISI approved 6 hours
• Event delegate pack

Supporting fund managers:

Rathbones Asset Management, Greenbank Investments, Pictet Asset Management, Sarasin & Partners, Triodos Investment Management, Liontrust, Quilter Cheviot, Aegon Asset Management, M&G Investments, BNY Investments, Columbia Threadneedle Investments, WHEB, Fidelity International, Schroders, Royal London Asset Management, RBC BlueBay Asset Management, CCLA, Stewart Investors, Unicorn, T Rowe Price

Agenda

PLEASE NOTE: THE TIMINGS ARE APPROXIMATE

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

10:10 – 10:25  Good Money Week update – James Alexander, CEO – UKSIF

10:25 – 10:45  Fund EcoMarket & industry update – Julia Dreblow

10:45 – 11:30 Fund Manager Session 1:  Exploring the new SDR regime and labelling process

• • • • Therese Niklasson: Global Head of Sustainable Investment – Newton Investment Management
      • Caroline Langley: Deputy Fund Manager, Climate Assets Funds – Quilter Cheviot Investment Management
      • David Harrison: Fund Manager, Rathbone Greenbank Global Sustainability Fund – Rathbones Asset Management
      • Seb Beloe: Partner and Head of Research – WHEB Asset Management

11:30 – 11:50  Coffee break

11:55 – 12:25   Fund Manager Session 2: Beyond the labels

• • • • Miranda Beacham: Head of UK Responsible Investment – Aegon Asset Management
      • Clare Wood: Portfolio Specialist – Stewart Investors
      • Adam Robbins: Head of Business Development – Triodos Investment Management

12:30 – 13:15  MORNING KEYNOTE – Sacha Sadan, Director of ESG – FCA

13:20 – 14:20 Lunch break

• 13:35 – 14:05  ‘Portfolio managers share responses to recent developments’

14:20 – 14:30   Welcome back

14:30 – 14:55   GUEST SPEAKER:  Mike Clark, Founder & Director – Ario Advisory

14:55 – 15:20  Fund Managers Session 3: Leading change

• • • • Duncan Downes: Senior Engagement Specialist, Pictet Positive Change – Pictet Asset Management
      • George Crowdy, CFA: Sustainable Fund Manager – Royal London Asset Management
      • Jeneiv Shah: Portfolio Manager, Global Equities – Sarasin & Partners

15:25 -16:05   Fund Manager Session 4: Articulating sustainability with confidence

• • • • Clémence Chatelin: ESG Integration Manager – CCLA Investment Management
      • Matthew Jennings: Investment Director, Sustainable Investing – Fidelity International
      • David Nicholsby: Investment Director – Greenbank
      • My-Linh Ngo: Senior Director & Impact-Aligned Strategist – RBC BlueBay Asset Management

16:05 – 16:25  Coffee break

16:25 – 16:50   Fund Manager Session 5:  Leading change

• • • • Stephanie Williams: Sustainable Investment Analyst – Schroders
      • Ben Constable-Maxwell: Head of Impact Strategy – M&G Investments
      • Mike Appleby: Investment Manager, Sustainable Future Funds – Liontrust Asset Management

16:50 – 17:15   AFTERNOON KEYNOTE  –  Mark Campanale, Founder – Carbon Tracker Initiative will be speaking about ‘How the clean energy revolution is disrupting everything’.

17:15 – 17:30  Close

17:30 – 20:30  Drinks reception & canapes

Click here to view the event delegate pack

Supporting fund managers:

Rathbones Asset Management, Greenbank, Pictet Asset Management, Sarasin & Partners, Triodos Investment Management, Liontrust, Quilter Cheviot, Aegon Asset Management, M&G Investments, BNY Investments, Columbia Threadneedle Investments, WHEB, Fidelity International, Schroders, Royal London Asset Management, RBC BlueBay Asset Management, CCLA, Stewart Investors, Unicorn, T Rowe Price

2023 highlights video: