SRI Services and Partners annual Good Money Week event

Our annual ‘SRI Services and Partners Good Money Week event’ is open to all financial advisers and retail financial services intermediaries and it’s 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.

Please find below details of our previous events in reverse chronological order, providing agenda details and video links, which can also be found on our YouTube channel. We would be grateful if you could ‘subscribe’ to our YouTube channel so that we can create a bespoke channel name.

Please Note:

• Our events are CPD accredited so watching our videos can be counted towards your CPD.
  
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2020 SRI Services Event

21 October 2020 

Our annual ‘SRI Services and Partners Good Money Week event’ was open to all financial advisers and retail financial services intermediaries. Due to global events, it was hosted online as a virtual event on Zoom for the first time.

Its purpose was 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.

Structured CPD Acreditation: CISI (5+ hours)

Agenda:

•  Introduction & welcome
• Julia Dreblow  – Welcome & SRI Services update
• UKSIF –  Charlene Cranny – The Road to COP26 & Good Money Week Update
• KEYNOTE – Richard Monks, Director of Strategy, FCA
• Fund Manager Panel 1 – Triodos, BMO, Unicorn, Sarasin & Partners
  • Covid, ESG and Building Back Better: natural allies or competing forces for investors?
• Fund Manager Panel 2 – Foresight, Janus Henderson, WHEB, Rathbones
  • 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?
• Fund Manager Panel 3 – Edentree, Aegon, ASI
  • Diversity and Equality: what can (and can’t) investors do to help?
• Fund Manager Panel 4 – Liontrust, M&G, BNY Mellon, Pictet
  • Delivering positive impacts and outcomes not hot air. (Understanding the greenwash challenge).
• Launch City:
  • Make My Money Matter  – Tony Burdon
  • PIMFA ESG Academy launch – Philip Allen
  • Dialshifter – Julia Dreblow
  • Q&A session

2020 Event Highlights video:

2019 SRI Services Event

9 October 2019

The 2019 annual ‘Screened, Themed & Engaged’  event was held on 9 October, during  ‘Good Money Week 2019′ at the Barbican Centre, in London. It was free to attend for financial advisors and investment intermediaries only and the format was a combination of presentations, panel sessions and breakout sessions with subject specialists and fund managers and focused on ESG, SRI, Sustainable, Responsible and Ethical investment. (The event qualified for 5 hours of CPD training)

Agenda:

• Welcome and morning presentations:
  • SRI Services (sustainable investment support for intermediaries) – Julia Dreblow, Founder
  • UKSIF (sustainable finance industry association)– Simon Howard, CEO
  •  Ellen MacArthur Foundation (circular economy NGO) – Emily Healy
  • Preventable Surprises (responsible investment think tank – on the Amazon fires) – Dr Grace Iara Souza, Adviser
• Fund Manager Breakout Panel Sessions:
  • Panel 1 – Sustainability: recognising risks & opportunities – RSMR (Chair), Rathbones, Aegon (Kames), Pictet
  • Panel 2 – ESG integration, stewardship & ethics – EIRIS (Chair), Unicorn, ASI, EdenTree
  • Panel 3 – Investing for positive impacts & outcomes – Responsible Investor (Chair), Triodos, WHEB, Foresight
  • Panel 4 – Sustainability: mission possible – UKSIF (Chair), Sarasin & Partners, Janus Henderson, Liontrust
• Afternoon panel:  ‘A Changing World – what can the financial services community do to help address major environmental challenges?’  speakers:
  • Chaired by Daniel Brooksbank (Editor, Responsible Investor)
  • Mark Armstrong – BlueSphere Wealth (IFA)
  • Mike Clark – Ario Advisory (policy)
  • Ray Dhirani – WWF (wildlife NGO)
  • Ben Constable-Maxwel – M&G Investments
• Keynote speaker: Emma Howard-Boyd, Chair of the Environment Agency

Download AGENDA here (for information only as this event has now taken place)

2019 Event Highlights video:

2018 SRI Services Event

3 October 2018

The 2018 annual ‘Sustainability & Suitability’ event was held on 3 October, during  ‘Good Money Week 2018′

at the Mermaid Theatre, in London. It was free to attend for financial advisors and investment intermediaries only and the format was a combination of presentations and breakout sessions with subject specialists and fund managers (The event qualified for 5 hours of CISI accredited CPD training)

Agenda:

• Welcome, SRI market overview & update:
  • Julia Dreblow (Founder & event organiser) – SRI Services and Fund EcoMarket
  • Simon Howard – UKSIF CEO

• Brief overview of recent  developments:
  • Maria Varbeva-Daley – British Standards Institute (BSI)
  • Eleanor Spencer – ZSL (Zoological Society of London) – ‘SPOTT: Business and Biodiversity Programme’

• SRI fund manager led round table sessions hosted by:
  • Janus Henderson – Hamish Chamberlain, fund manager and Head of SRI, Global Sustainable Equity Fund
  • Kames Capital – Craig Bonthron, fund manager, Global Sustainable Equity Fund (now Aegon)
  • 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?’
  • Stuart Ryan – RSMR
  • Charles Younes – Financial Express
  • Damien Lardoux – EQ Investors
  • Amy Clarke – Tribe Impact Capital
  • Kate Elliot – Rathbone Greenbank Investments
    
• 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‘

See ‘2018 highlights video’ below:

2017 SRI Services Event

19 October 2017

The 2017 annual ‘Screened, Themed & Engaged’  event was held on 19 October  at the Terrace Gallery Rooms, Museum of London. It was free to attend for financial advisors and investment intermediaries only and the format was a combination of presentations,  small group ‘fund manager led’ round table sessions and an interactive panel/Q&A discussion panel sessions. The event focused on understanding the diverse and growing opportunities in sustainable, responsible and ethical investment and was organised by sriServices (with kind support from LGBR/Unicorn).

Agenda:

• Welcome and introduction – Julia Dreblow founder sriServices & Fund EcoMarket
• SRI Market overview – Simon Howard, CEO UKSIF market update
• Fund Manager round table meetings:
  • 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
• Guy Turner – founder Trove research ‘Sustainability and performance: identifying the opportunities’
• Panel / Q&A discussion session – ‘Opportunities & threats in SRI today’
  • Panel Session 1
  • Panel Session 2

Earlier events can be viewed by clicking here for the SRI Services site