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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

Structured CPD Acreditation: CISI (5+ hours tbc)

Sign up here

Agenda* 

10.00 – 10:10 – Introduction & welcome

10:10-10:30 –  Julia Dreblow

  • Welcome & SRI Services update

10:35- 10.55 – UKSIF –  Charlene Cranny

  • The Road to COP26 & Good Money Week Update

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).
  • LIONTRUST, M&G, BNY MELLON, PICTET

15:35-15:50- Break

15.55 -16:50 Launch City

  • Make My Money Matter (Tony Burdon)
  • PIMFA ESG Academy launch (Philip Allen)
  • Dialshifter (Julia Dreblow)
  •  Q&A

16.50 – 16.55 Closing remarks & introduction to informal ‘breakout chat rooms’

17.00 – 17.45 Breakout chat rooms

*(Final timings may vary slightly.)

Please pass these event details on to interested financial advisers and investment intermediaries.

This event is free to attend, thanks to the support or our partners, as we aim to encourage as many (industry professional) attendees as possible.

Sign up to the ‘SRI Services and Partners’ 21 October 2020 event here

 

 



Additional events we are taking part in include the following:

(please contact organiser for details)

  • Unique Managers Showcase – LGBR –  10 September
  • RSMR Virtual ESG event – 29 September
  • BNY Mellon Policy to Practice event 1 October
  • Professional Adviser  ESG Masterclass on the 27th October  – rescheduled online event (Keynote)
  • Foresight Sustainability (Goodwood) event 11 November
  • Money Marketing – ESG event 17 November (TBC)

===

Other:

PFS – Festival of Finance  (November 2020) POSTPONED TO 2021

Dynamic Planner (Manchester) 28 January 2020

 

 

 


Previous events

2019

Videos from our 2019 event are now available on our YouTube channel. 

(Please note the event was fully CPD accredited so watching our 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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2019 SRI Services Event Agenda:

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.

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).

Download AGENDA here

(this event qualifies for 5 hours CPD)

________________________________________________________________________________________

See ‘2018 highlights video’ below:

 

 

 


 

External (open) events 2019:

  • 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)
  • Pimfa Annual Summit October (London)
  • 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)

_________________________________________________________________________________________________________

2018 events

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

2017a(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 lunch2017d
  • 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 Fund2017b
    • 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’

 

2017d

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.

______________________________________________________________________________________________________________

‘SRI Services’ Good Money Week 2017 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)

 

Earlier events can be viewed here – go to SRI Services site.

CISI event January 2017

RSMR Event November 2017

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