SRI Services & Partners Good Money Week event (2023)

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SRI Services 2023 – V5 (Delegate Pack)

SRI Services 2023 Screen 1 – V5 FINAL SLIDES

Event videos linked below.

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Following the success of last year’s conference we booked the same beautiful venue once again for our all day, annual ‘SRI Services and Partners’ Good Money Week event – Christ Church, Spitalfields, London.

As usual, we invited retail financial services professionals (financial advisers, planners, wealth and portfolio managers) to join us for a full day of  CPD accredited training and networking on sustainable, responsible and ethical investment and related topics.

Date: 5th October 2023

Timings:

• Coffee:                       9.30
• Event start time:     10.00
• End of conference: 17.30
• Drinks reception:    17.30 – 20:30

Agenda:

9.30 – 10.00:    Registration & coffee

10.00 – 10:10:  Julia to welcome delegates

10.10 – 10.30:  James Alexander, UKSIF CEO, Good Money Week update

10.30 – 10.45:  Julia to run through Fund EcoMarket improvements and beyond

10.45 – 11.15:  MORNING KEYNOTE – Sara Woodroffe – FCA Manager, ESG Policy and Advisory – to discuss SDR and related regulatory developments

11.15 – 11.25:   Discuss FCA developments

11.25 – 11.45:   Coffee break

11.50 – 12.30:   Fund Manager Panel 1 – Investment selection, divestment and engagement are our dial shifting tools, but which should we use, when and why?

       Will the SDR labels make this easier for clients to understand?  How can fund managers help intermediaries?

       Speakers:

• • • • Miranda Beacham – Head of ESG – Aegon Asset Management
      • Amy Browne – Stewardship Lead – CCLA Investment Management
      • Megan Brennan – Fund Manager – Multi Asset & Global Equities – Sarasin & Partners
      • Adam Robbins – Investor Relations Manager – Triodos Investment Management

12.30 – 13.10:  Fund Manager Panel 2 – Measuring and managing ESG risks. What are the biggest risks we face and how helpful are ratings and data services?

       What do you find helpful – and why?  What should intermediaries be aware of?

      Speakers:

• • • • Glenn Anderson – Associate Director of Sustainable Investing Strategy – Fidelity International
      • Suresh Mistry  – Head of Sustainability – Alquity Investment Management
      • Alex Game – Fund Manager – Unicorn Asset Management
      • Clare Wood – Portfolio Specialist – Stewart Investors

13.10 – 14.15:  Lunch break

                       ‘Almost open mic’: (13:35 – 14:05)

• • • • Suresh Mistry – Alquity (Chair)
      • Seb Elwell – Switchfoot Wealth IFA
      • Rowan Stone – Virtuvest
      • Tom Buffham – Brewin Dolphin
      • Louisiana Salge – EQ Investors

14.15 – 14.25:    Welcome back & quiz

14.25 – 15.05:    Fund Manager Panel 3 – Shifting the circular economy dial – what are the challenges and opportunities?

         How much more can nature tolerate and where do we start?

         Speakers:

• • • • My-Linh Ngo – Senior Director & Impact-Aligned Strategist – BlueBay Asset Management
      • Michael Rae – Climate Solutions Strategy Fund Manager – M&G Investments
      • Gabriel Micheli – Senior Investment Manager – Pictet Asset Management

15.05 -15.45:    Fund Manager Panel 4 – If sustainable funds are to help deliver the positive impacts and outcomes many clients desire, asset selection is crucial.

       What do you look for? What do you avoid?  And how can advisers explain this to clients without risking being accused of greenwash?

       Speakers:

• • • • George Latham – Managing Partner & Chief Risk Officer – WHEB Asset Management
      • Harriet Parker – Investment Manager, Sustainable Investment Team – Liontrust Asset Management
      • Alice Evans – Responsible Investment Strategist – Columbia Threadneedle Investments
      • Kai Johns – Senior Ethical, Sustainable and Impact Researcher – Greenbank

15.45- 16.05:   Coffee break

16.05 – 16.35:   AFTERNOON KEYNOTE,  Joanne Etherton, Head of Purposeful Markets at ClientEarth

16.35 – 17.00:   Fund Manager’s share their stories Panel 5 –  ‘Something I care about, and am working on’

       Speakers:

• • • • Caroline Langley – Investment Director – Quilter Cheviot Investment Management
      • David Harrison – Fund Manager, Rathbone Greenbank Global Sustainability Fund – Rathbones Group
      • George Crowdy – Sustainable Fund Manager – Royal London Asset Management

17.00 – 17.15:   Expert presentation – Mike Clark, Ario Advisory – An actuary’s view of Climate Risk

17.15 – 17.30:   ‘Next Steps’ and close (Julia)

17.30 – 20.30:   Drinks reception & canapes

Additional supporting partner: Janus Henderson

This event is designed for financial services intermediaries, wealth managers, financial advisers and planners – and closely related professions such as financial journalists.

If you are not familiar with our events you may like to check out the videos from last year.

Good Money Week is an UKSIF initiative.

This is a professional training event and qualifies for CPD; if you do not work in retail financial services you will not be permitted access. 

We would be grateful for any feedback on the event – please use the link to complete the Event feedback form 23 and return to events@fundecomarket.co.uk

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Fund Manager Panel session titles

Panel session 1. Investment selection, divestment and engagement are our dial shifting tools, but which should we use, when and why? Will the SDR labels make this easier for clients to understand? How can fund managers help intermediaries?

Panel session 2. Measuring and managing ESG risks. What are the biggest risks we face and how helpful are ratings and data services?  What do you find helpful – and why?  What should intermediaries be aware of?

Panel session 3. Shifting the circular economy dial – what are the challenges and opportunities? How much more can nature tolerate and where do we start?

Panel session 4.  If sustainable funds are to help deliver the positive impacts and outcomes many clients desire, asset selection is crucial.  What do you look for? What do you avoid?  And how can advisers explain this to clients without risking being accused of greenwash?’

Panel session 5. Fund manager stories: ‘Something I care about, and am working on’ –  individual speakers.

Event videos are available here: