SRI Services and Partners annual ‘Good Money Week’ ‘virtual’ event

21 October 2020 

Our annual SRI Services and Partners Good Money Week event is open to all financial advisers and retail investment intermediaries.

It is free to attend thanks to our fund manager partners and we expect it to again receive approval for c5 hours CPD.

Our original plan was to hold this at the Barbican in London, but this will now be a virtual event (we have booked the Barbican for 2021!)

 

Where: Online – virtual event

Date: Wednesday 21 October

Key times (tbc): 10 am registration, event starts at 10.30, conference ends 5.30

Confirmed speakers include the FCA, fund managers and ‘Make My Money Matter’ campaign, UKSIF. (Further details to follow)

Sign up here

Draft agenda (timings may vary)

10.00 – 10.15 Introduction & event overview

10.15 – 10.30 Welcome & SRI Services update

10.30 – 11.15 ‘Changing World’ speaker session & Q&A

11.15 – 11.30 break

11.30  – 12.15 Themed Fund Manager Panel 1

• Covid, ESG and Building Back Better: natural allies or competing forces for investors?

12.15 – 1.00 Themed 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?

1.00 – 2.00 Lunch break (& pick your ‘break out rooms’*)

2.00 – 2.45 Themed Fund Manager Panel 3

• Diversity and Equality: what can (and can’t) investors do to help?

2.45 – 3.30 Themed Fund Manager Panel 4

• Delivering positive impacts and outcomes – not hot air. (Understanding the greenwash challenge).

3.30 – 3.45 Break

3.45 – 4.45 ‘Launch City’ speaker session & Q&A

• PIMFA
• Make My Money Matter
• SRI Services

4.45 – 5.15 Keynote (speaker TBC)

5.15 – 5.25 Close & introduce informal breakout rooms

5.25 – 6.00 Informal ‘break out & mingle’ rooms*

 

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.

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

Confirmed ‘external’ speakers: FCA, Make My Money Matter, UKSIF

 

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Other 2020 External events (open to all advisers, subject to capacity)

 

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) POSTPONED TO 2021

Dynamic Planner (Manchester) 28 January 2020

 

•  Please sign up to our newsletter to be kept informed about future events

 

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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 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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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)

• 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.
• Morning presentations:  
  • SRI Services (sustainable investment support for intermediaries),
  • UKSIF (sustainable finance industry association),
  •  Ellen MacArthur Foundation (circular economy NGO),
  • Preventable Surprises (responsible investment think tank – on the Amazon fires),
  • Chaired by Julia Dreblow, SRI Services
• (4 x Concurrent) Breakout sessions with (12) Fund Manager from:
  • Triodos,
  • Liontrust,
  • Pictet,
  • Foresight Group,
  • Sarasin & Partners,
  • WHEB,
  • Kames Capital,
  • Unicorn,
  • Janus Henderson,
  • EdenTree,
  • Aberdeen Standard Investment,
  •  Rathbones
  • Breakout rooms chaired by: UKSIF, EIRIS Foundation, Responsible Investor, RSMR
• Afternoon panel ‘A Changing World’ – speakers: 
  • BlueSphere Wealth (IFA),
  • Ario Advisory (policy),
  • WWF (wildlife NGO),
  • M&G Investments
  • Chaired by Daniel Brooksbank (Editor, Responsible Investor)
• Keynote speaker: Emma Howard-Boyd, Chair of the Environment Agency
• ***Sign up *** to our 2019 Good Money Week event here.

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)

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See ‘2018 highlights video’ below:

 

 

 

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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)

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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.

 

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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.

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‘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