SRI Services and Partners annual Good Money Week event
21 October 2020
Our annual ‘SRI Services and Partners Good Money Week event’ is open to all financial advisers and retail financial services intermediaries.
Its purpose is to bring together people (financial services intermediaries, fund managers, subject matter experts and closely linked industry professionals) to facilitate the exchanging of ideas and information about hugely important issues – and build mutual understanding.
As with our previous successful events over the years we will aim to make this year’s conference as interactive as possible – although being online will have ‘pros and cons’.
Our event is free to attend thanks to our fund manager partners and we expect it to again receive approval for c5 hours CPD.
Format: Virtual event (Zoom)
Date: Wednesday 21 October
Key times: 10 am registration, conference ends 5.45
11:00 – 11.30 KEYNOTE – Richard Monks, Director of Strategy, FCA
11:30 – 11.45 Break
11.45 – 12.25 Fund Manager Panel 1
Covid, ESG and Building Back Better: natural allies or competing forces for investors?
TRIODOS, UNICORN, BMO, SARASIN & PARTNERS
12.30 – 1.10 Fund Manager Panel 2
Achieving ‘net zero’ requires eye-water levels of investment both in green finance and assets that are capable of transitioning. How can advisers explain this to their clients?
FORESIGHT, JANUS HENDERSON, WHEB, RATHBONES
13:10 -14:15 – Lunch Break – to include a private viewing of the new WWF film ‘Our Planet: Too Big To Fail’
14.15 Welcome back…
14.20 -14:50- Fund Manager Panel 3
Diversity and Equality: what can (and can’t) investors do to help?
EDENTREE, AEGON (KAMES), ASI
14.55 -15:35- Fund Manager Panel 4
Delivering positive impacts and outcomes not hot air. (Understanding the greenwash challenge).
SRI Services & Partners annual Good money Week event – 9 October 2019, Barbican, 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.
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.
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).
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.
SRI Services & Partners 3 October 2018 ‘Sustainability & Suitability’ Good Money Week event at the Mermaid
(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.
Please register early to avoid disappointment. (Maximum capacity: 150)
The photographs above are from our 2017 ‘Screened, Themed and Engaged’ event.
‘Screened Themed and Engaged 2017’ panel videos, ‘Opportunities and Threats in SRI today’ (panel session)
Please note – this event has already taken place.
‘Screened, Themed and Engaged 2017′ Event
A ‘Good Money Week’ event for financial advisers and retail financial services professionals.
Date: Thursday, 19 October (pm)
Conference timings: 1.45 for 2.00 start – 6.00
Drinks reception: 6.00 – 8.00
Location: The Terrace Gallery Rooms, Museum of London, 150 London Wall, London, EC2Y 5HN
Content: Delegates will attend a combination of presentations, small group ‘fund manager led’ round table sessions, an interactive panel/Q&A discussion and a drinks reception. The event will focus on understanding the diverse and growing opportunities in sustainable, responsible and ethical investment.
Agenda:
1.45 Arrive
2.00 Welcome and introduction – Julia Dreblow founder sriServices & Fund EcoMarket
2.15 SRI Market overview – Simon Howard, CEO UKSIF market update
2.30 Fund Manager round table meetings – (with coffee break) see below
4.40 Guy Turner – founder Trove research ‘Sustainability and performance: identifying the opportunities’
5.00 – 6.00 Panel / Q&A discussion session
6.00 – 8.00 Drinks reception
Fund Managers round table sessions will be hosted by the following:
Liontrust– ‘Exploiting sustainability themes for the benefit of investors’ .
Speaker: Mike Appleby, Investment Manager Sustainable Futures funds
Rathbones – ‘Addressing climate change, inequality and affordable housing through funds and discretionary fund management.’
Speakers: Bryn Jones, Head of Fixed Income and Manager of the Rathbone Ethical Bond Fund, Perry Rudd, Head of Ethical Research, Rathbone Greenbank Investments
Sarasin & Partners – ‘Responsible ownership – how successful engagement benefits both investors and companies’.
Speaker: Paul Fairbrother, ESG Product Specialist
Triodos Investment Management – ‘Investing for a happier, healthier future’ .
Speaker: Adam Robbins, Senior Investor Relations Manager
Unicorn Asset Management – ‘Finding ethically acceptable higher income UK small and mid cap stocks’ .
Speakers: Simon Moon, Frasier Mackersie, joint Fund Managers UK Ethical Income Fund
Speakers will be joined on the panel session by:
Claudia Quiroz – Climate Assets fund manager at Quilter Cheviot
Stuart Ryan – investment research manager at RSMR
Peter Webster – Vigeo EIRiS / EIRiS Foundation
Cost: Free for financial advisers and retail financial services professionals thanks to our fund manager supporters.
Event organisers: sriServices (with kind support from LGBR/Unicorn)
21 October 2020 
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!
(5 hours CISI accredited structured CPD)
