2019 Events

 Please sign up to our newsletter to be informed about future events.

Upcoming events that we are presenting at:

May 2019

• M&G Sustainability Forum, Bristol, London, Chelmsford (8,9,10 May respectively) see here for details and sign up link
• New Model Adviser 21 May, London (details to follow)

Previous events:

• 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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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.

See event location here.

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)