Events

Good Money Week 2018 – SRI Services  & Partners event

2017a‘Screened, Themed and Engaged 2018 – Exploring Sustainability & Suitability’

Where: Museum of London

When: 3rd October 2018

We are still finalising the agenda but expect the event (and evening drinks) to run from around midday to 7pm.

The agenda will include fund manager led ’round table sessions’ and expert speakers.

2017dThe following companies have already confirmed that they will be presenting:

  • JanusHenderson
  • Liontrust
  • M&G
  • Rathbones
  • Sarasin & Partners
  • Unicorn
  • Kames Capital
  • UKSIF
  • 2017bSRI Services

This event is open to financial services professionals only.  It is free to attend thanks to the support of the fund managers listed above.

Register (here) to attend our London event on Wednesday 3 October 2018.

or

Sign up to our newsletter (here) to be kept informed.

Please register early to avoid disappointment. (Maximum capacity: 100)

The photographs above are from our ‘Screened, Themed and Engaged 2017′ event.

 ______________________________________________________

 


Previous events:

In January and February 2018 Julia Dreblow will be supporting Quilter Cheviot’s investment roadshows for financial advisers in Loughborough, Cardiff, London and Harrogate. The title of the SRI session is ‘Sustainable Investment: Fundamental or Fad.’ Event details and sign up instructions can be found here.

 ----

We are delighted to be supporting an SRI event in Leeds on 9 November 2017 (am) – organised and hosted by RSMR.

Details of the event can be found here.

To sign up contact: enquiries@rsmgroup.co.uk

Event overview

Thackray Medical Museum – Leeds

8:30       Tea/Coffee & Bacon/Egg sandwiches

9:00       Introduction       –              Geoff Mills (RSMR)

9:15       Market Overview –          Julia Dreblow (SRI Services)

9:35       Ketan Patel – EdenTree Investment Management

               Searching for ethical opportunities in a post-Brexit world

10:10     Hugh Cuthbert – SVM Asset Management

               Using your power as a shareholder in the most constructive way possible

10:45     Break – tea coffee

11:00     Dominic Burke – Sarasin and Partners

               Theme tbc

11:35     Simon Moon & Fraser Mackersie – Unicorn Asset Management

               Searching for income via small and mid-cap UK equities in a socially responsible way

12:10     Break – tea coffee

12:20     Roundtable panel discussion

Turkey’s voting for Christmas – Can the panel foresee a time when SRI principles are so firmly embedded into the global economy that specialist fund management is no longer required?’

13:05     Closing remarks

13:10     Finish – all attendees are free to explore the museum

=====


‘Screened, Themed and Engaged 2017′ – October 19, 2017. Click here to see details of this event

You can download ‘Screened, Themed and Engaged’ event literature here.

Event panel session videos can be viewed below.
Panel chair:
  • Julia Dreblow – sriServices

‘Screened Themed and Engaged 2017′ panel videos, discussing ‘Opportunities and Threats in SRI today’

 

Earlier events can be viewed here.