2019 Events

Upcoming external events

Investment Week (Funds to Watch) – 15 November (London)

PFS (Futureproof) Conference – 28 November (ICC Birmingham)

Boring Money (ESG) – 3 December (London)

King & Shaxson (Impact) – 5 December (London) : download event details here.   Contact: peter.thompson@kasl.co.uk

Dynamic Planner (Manchester) 28 January 2020

Professional Adviser (x5 events) – Q2/2020 (Various)

Good Money Week 2020 – 24 to 30 October

 

 

 

 Please sign up to our newsletter to be kept informed about future events.

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Past events:

Pimfa Annual Summit October (London)

Videos from this event will be on our YouTube channel soon.

SRI Services & Partners annual event – 9 October 2019, London

If you are a UK financial services intermediary who would like to learn about ESG, SRI, Sustainable, Responsible and Ethical investment this free to attend, absolutely unique event is for you!

This year’s annual ‘Screened, Themed & Engaged’  event  (our biggest and best ever!) will be held on 9 October, during  ‘Good Money Week 2019′ at the Barbican, in London.

Download AGENDA here

• Registration from 10.00,  the event will start promptly at 10.30
• Ending at: the formal conference will close at 5.30
• Drinks reception 5.30 – 7.00 pm
• Date: 9 October 2019
• Where: Barbican Centre, Silk Street, London, EC2Y 8DS (View Map)
  • Registration is on the Conservatory Terrace, Breakout (fund manager) sessions in the Frobisher Rooms 1-4, Presentations/Panel sessions in the Auditorium
• Who: Free to attend for financial advisers and investment intermediaries only
• Agenda format– the event will be a combination of presentations, panel sessions and breakout sessions with subject specialists and fund managers  – with plenty of time to mingle over lunch and a drinks reception.
• Morning presentations:  
  • SRI Services (sustainable investment support for intermediaries),
  • UKSIF (sustainable finance industry association),
  •  Ellen MacArthur Foundation (circular economy NGO),
  • Preventable Surprises (responsible investment think tank – on the Amazon fires),
  • Chaired by Julia Dreblow, SRI Services
• (4 x Concurrent) Breakout sessions with (12) Fund Manager from:
  • Triodos,
  • Liontrust,
  • Pictet,
  • Foresight Group,
  • Sarasin & Partners,
  • WHEB,
  • Kames Capital,
  • Unicorn,
  • Janus Henderson,
  • EdenTree,
  • Aberdeen Standard Investment,
  •  Rathbones
  • Breakout rooms chaired by: UKSIF, EIRIS Foundation, Responsible Investor, RSMR
• Afternoon panel ‘A Changing World’ – speakers: 
  • BlueSphere Wealth (IFA),
  • Ario Advisory (policy),
  • WWF (wildlife NGO),
  • M&G Investments
  • Chaired by Daniel Brooksbank (Editor, Responsible Investor)
• Keynote speaker: Emma Howard-Boyd, Chair of the Environment Agency
• ***Sign up *** to our 2019 Good Money Week event here.

Please note this event is for financial advisers and other retail financial services professionals only. (Other attendees will only be admitted if agreed in advance).

Download AGENDA here

(ps We are applying for 5 hours CPD, as last year)

See ‘2018 highlights video’ below:

 

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Past events:

 

May 2019

• M&G Sustainability Forum, London and Chelmsford (9,10 May respectively) see here for details and sign up link
• Citywire  New Model Adviser 21 May, London
• Kings Impact Investment Society, 26 January 2019 (all day)
• Foresight Group ‘All Female Tax Efficient and Impact Investment Panel Discussion’ contact Jasmin Kotivuori for details, 6 February 2019 (pm)

SRI Services is delighted to support RSMR’s 2018 SRI Seminar The following details are supplied by RSMR: The event takes place at the Principal Hotel in York next Wednesday 10th October. The event will begin with tea/coffee at 8:30 followed by an opening address from Julia Dreblow of SRI Services on the latest developments in the SRI sector and presentations from EdenTree, WHEB, Sarasin and SVM. We will then finish the event with a round table discussion to unpick the thoughts and opinions of each manager. A working lunch will be provided and we expect the event to finish at 13:30. We’re all seeing a huge increase in interest from investors for sustainable investment ideas – this event, which qualifies for 3hrs of CPD, will provide you with valuable insight from some of the leading SRI experts. Please register your interest today by clicking below. We look forward to seeing you there.

Register here

 

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3 October ‘Sustainability & Suitability’ event at the Mermaid – downloads:

• Attendees can download their 3 October CPD certificate here.
• Attendees can download event slides here.
• Event videos to follow.

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Good Money Week 2018 – SRI Services  & Partners event

‘Screened, Themed and Engaged 2018 event:  Sustainability & Suitability’

(5 hours CISI accredited structured CPD)

 

When?  3rd October 2018

Where? The Mermaid, Puddle Dock (near Blackfriars), London

Theme: Sustainabilty & Suitability

Price: Free for financial services intermediaries

What time?  12 – 5.30 (followed by drinks)

• 12.00 Register / sandwich buffet lunch
• 12.45  Welcome / conference sessions begin
• 5.30   End of formal proceedings / bar opens
• 7.30   Event closes

Event overview:

• Welcome, SRI market overview & update:
  • SRI Services and Fund EcoMarket founder Julia Dreblow (event organiser)
  • UKSIF CEO – Simon Howard

• Brief overview of recent  developments:
  • British Standards Institute (BSI), Maria Varbeva-Daley
  • ZSL (Zoological Society of London), Eleanor Spencer talking about ‘SPOTT: Business and Biodiversity Programme’

• SRI fund manager led round table sessions hosted by:
  • JanusHenderson – Hamish Chamberlain, fund manager and Head of SRI, Global Sustainable Equity Fund
  • Kames Capital – Craig Bonthron, fund manager, Global Sustainable Equity Fund
  • Liontrust – Chris Foster, investment analyst, Sustainable Future Funds
  • M&G – Ben Constable-Maxwell, deputy fund manager, Positive Impact Fund
  • Rathbones – Bryn Jones, Head of Fixed Income, fund manager, Ethical Bond Fund
  • Sarasin & Partners – Alex Bibani, fund manager, Responsible Global Equity Fund
  • Unicorn – Simon Moon & Fraser Mackersie, joint fund managers, Ethical Income Fund

• DFM / portfolio planner panel session: ‘What does ‘sustainable and suitable’ mean to us, what do we look for when selecting funds in this market?’
  • RSMR – Stuart Ryan
  • Financial Express – Charles Younes
  • EQ Investors  – Damien Lardoux
  • Tribe Impact Capital – Amy Clarke
  • Rathbone Greenbank Investments – Kate Elliot

• Key note speaker:
  • Lord Deben, Chairman of Sancroft and Personal Investment Management & Financial Advice Association (PIMFA) speaking on:  ‘Climate change and why it matters to investors’

 

This event is strictly for financial services professionals only, it is intended to be useful for (retail) investment intermediaries and financial advisers only. If you are not a financial services professional you will not be able to attend.  Please contact us if you have any questions.

(Over 4 hours CPD)

Register (here) to attend our London event on Wednesday 3 October 2018.

See event location here.

Please register early to avoid disappointment. (Maximum capacity: 150)

The photographs above are from our 2017 ‘Screened, Themed and Engaged’ event.

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SRI Services’ Good Money Week 2017 event

‘Screened Themed and Engaged 2017’ panel videos, ‘Opportunities and Threats in SRI today’ (panel session)