Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
Our annual SRI Services and Partners Good Money Week event is open to all financial advisers and retail investment intermediaries, subject to capacity (the event was oversubscribed last year). It is free to attend thanks to our fund manager partners and we expect it to again receive approval for c5 hours CPD.
As you will see, we are proceeding with planning this event in the spirit of optimism… but if anything changes we will keep you informed via our newsletter and the Eventbrite sign up list.
Where: Barbican, London
Date: Wednesday 21 October
Key times: 10am registration, event starts at 10.30, conference ends 5.30, drinks reception til 7 pm
Draft agenda:
10.00 -10.25 registration and coffee
10.30 – 11.40 welcome & initial presentations, in the auditorium
11.45 -12.50 breakout sessions 1 & 2 with fund managers
12.50 – 1.50 lunch
1.55 – 3.00 breakout sessions 3 & 4 with fund managers
3.15 – 4.00 presentations in the auditorium
4.00 – 4.45 panel discussion
4.45 – 5.15 keynote (speaker TBC)
5.15 – 5.20 close
5.20 – 7.00 drinks reception in the conservatory
Further information is available via the Eventbrite sign up link below. Please feel free to circulate details of this event to financial advisers and investment intermediaries.
Professional Adviser ESG roadshow – 5 venues (June 2020, Julia Dreblow presenting keynote) POSTPONED
Money Marketing Interactive – 21 May (London – panel discussion) POSTPONED
Investment Week – Sustainable Funds to Watch (London, Julia Dreblow presenting keynote) 19 March POSTPONED
PFS – Festival of Finance (November 2020)
Dynamic Planner (Manchester) 28 January 2020
Videos from our 2019 event are now available on our YouTube channel.
(Please note the event was fully CPD accredited so watching these videos can be counted towards your CPD.)
Please ‘subscribe’ to our YouTube channel (so that we can create a bespoke channel name!)
2019 Event Highlights video:
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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 2019 AGENDA here (this is for information only, the event has now taken place)
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).
(this event qualifies for 5 hours CPD)
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External (open) events 2019:
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(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)
Event overview:
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)
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‘Screened Themed and Engaged 2017’ panel videos, ‘Opportunities and Threats in SRI today’ (panel session)
Please note – this event has already taken place.
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:
Fund Managers round table sessions will be hosted by the following:
Speakers will be joined on the panel session by:
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)
Earlier events can be viewed here – go to SRI Services site.
In the spirit of #BuildBackBetter this is me sharing a #Sustainable and #ResponsibleInvestment training video I recently put together for some financial advisers’ who’s #ESG training day had to switch format. The learning objectives relate to an introduction & overview of the Sustainable and Responsible Investment market and how to research ESG/SRI funds (using Fund […]
Just published – Justin Cash, Editor of Money Marketing interviews Julia Dreblow of SRI Services on ‘Covid and the future of ESG’ (A ten minute listed.) 24 April 2020
Of 13,007 total events (ie individual clicks on filter options) during Q1 2020 (1 January to 31 March) the list below shows those ranked in the top 50 searches. Once again, this demonstrates the breadth of information sought by financial advisers and others with an interest in sustainable, responsible and ethical investment (SRI) and points […]
