‘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

Quick signup here.

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)

To sign up please click on the link below.

If you have any questions please contact Julia@sriServices.co.uk

 

 Sign up to ‘Screened, Themed and Engaged 2017′ by clicking here.


SRI, ethical investment, financial advisers

‘Screened, Themed and Engaged’ – Good Money Week event round table session, 2016

 

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