Our next SRI Services and Partners ‘Screened, Themed & Engaged’ event will be held on 9 October, during ‘Good Money Week 2019′ at the Barbican, in London.
Start time: registration from 10.00 – the event will start promptly at 10.30
Ending at: the formal conference will close at 5.30, followed by a drinks reception until 7.00 pm
Date: 9 October 2019
Where: Barbican Centre, Silk Street, London, EC2Y 8DS (View Map)
Who: Free to attend for advisers and investment intermediaries only
Agenda – 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. (A more detailed agenda will be published nearer the time).
Presenters and panel members to include: SRI Services, UKSIF, Rathbones, Triodos, Liontrust, M&G, Pictet, Foresight Group, Sarasin & Partners, WHEB, Kames Capital, Unicorn, Janus Henderson, EdenTree, Aberdeen Standard Investment, BlueSphere (IFA), Responsible Investor, RSMR, EIRIS Foundation, Ario Consulting
Keynote speaker: Emma Howard-Boyd, Chair of the Environment Agency
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).
See ‘2018 highlights video’ – from last year’s event below:
External events
Julia Dreblow is also delighted to be speaking at the PIMFA Annual Summit and at the PFS Future Proofing conference at the ICC Birmingham on 28 November.
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.
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.
‘Screened, Themed and Engaged 2018 event: Sustainability & Suitability’
