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‘SRI Services and Partners annual Good Money Week event(s)’ – October 2021

This year, as a result of the uncertainty caused by  Covid, we will be running our annual flagship event as two events…

The main event will be our all day Zoom conference on Wednesday 6 October 2021. You can register to attend the Zoom conference below (providing you are an investment professional).

The second event will be an informal drinks reception, in London, on Wednesday 13 October 2021, that we are asking you to ‘register an interest in’ if you would like to attend.

 

This year’s events are being run in collaboration with our friends at UKSIF.

These events are for financial services professionals only.

Please direct any queries to events@sriServices.co.uk

(1)

All day Zoom webinar/conference, 6 October 10 am – 5.45pm

Register to attend 6 October Zoom conference here.

Our unmissable, annual, flagship (all day) ‘SRI Services and Partners Good Money Week event’ is to be held on Zoom again this year.

This free to attend event is open to financial advisers, financials services intermediaries and related retail financial services professionals. (Members of the public and individual investors are not able to attend).

The purpose of the event is to bring people together people to help build mutual understanding of the challenges, opportunities and implications of sustainable investment related issues.

As previously, the day will include a combination of presentations and panel sessions.

Confirmed guest speaker and panellists include:

  • FCA
  • UKSIF
  • Janus Henderson
  • EdenTree
  • Rathbones
  • M&G
  • Aegon
  • Stewart
  • BNY
  • Pictet
  • Unicorn
  • Sarasin & Partners
  • Fidelity
  • Liontrust
  • BMO
  • Triodos
  • WHEB
  • Quilter
  • Jupiter

Agenda

(Please note this is a draft agenda)

10- 10:25 Introduction

  • Julia to welcome guests
    • Agenda run through & market overview
    • SRI Services update

10:30 10.55

  • UKSIF – introduction to UKSIF & their work & Good Money Week Update

11:00 – 11.30 KEYNOTE FCA Mark Manning, Technical Specialist, Sustainable Finance and Stewardship

11:30 – 11.45 Break

11.50 – 12.30 Fund Manager Panel 1

  • Diversity, inclusion and equality. How are well run companies dealing with diversity issues and why does this matter to investors – and beyond?

12.35 – 1.15 Fund Manager Panel 2

  • Biodiversity and supply chain management. How can investors ensure they are not effectively responsible for habitat destruction?

13:15 -14:20- Lunch Break

14:20-15.00 – Fund Manager Panel 3

  • Climate change – the make or break decade. In ‘the decade that will define us’ what can investors do to make ‘net zero’ and +1.5-2 degrees a reality? And what can we expect from COP26?

15.00 – 15:40 – Fund Manager Panel 4

  • Conveying necessary urgency. Clients have a wide range of funds to choose from.  How can fund managers express urgency and does it matter if clients chose active, passive or ETF options?

15:40-16.00 – Break

16.00-16:40 – Fund Manager Panel 5

  • New ESG and Sustainability developments – what’s hot and what’s not? An exploration of new industry initiatives and developments aimed at addressing major ESG threats.

16.40 – 17.00 Final speaker, formal close of main sessions

17.00 – 17.45 Breakout rooms tbc

 

This year’s event is being held in collaboration with UKSIF who run the Good Money Week initiative.  We expect the event to be fully CPD accredited  (c5 hours) as in previous years.

We are pleased to invite financial services professionals to  register to attend our 6 October Zoom event here.

(2)

Informal drinks reception 4.30 pm, 13 October 2021 (near Moorgate, venue tbc)

We will be holding an informal, social, drinks reception with UKSIF on 13 October to celebrate the end of Good Money Week 2021.

The reception will be held in London, in the Moorgate area.

For logistical reasons (due in no small part to the uncertainty covid is causing) we are asking people to ‘register an interest’, rather than guaranteeing a place just yet.

(We are very much hoping everyone who would like to attend will be able to – but are erring on the side of caution at present!)

To view previous event videos go to our YouTube channel. (Please ‘subscribe’.)

To be kept informed please sign up to our newsletter.

The video below has highlights from last year’s Zoom event:

 

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2020 SRI Services & Partners event

Event date: 21 October 2020 

Our annual ‘SRI Services and Partners Good Money Week event’ was held on Zoom this year because of world events.  Please use the links below to view each session. The CISI approved this event for 5 hours CPD.

Agenda:

(Breakout sessions were not recorded.)

2020 Event Highlights video:

 

Please Note:

  • Our events are CPD accredited so watching our videos can be counted towards your CPD.
  • Sign up to our newsletter to be kept informed about future events

 


 

2019 SRI Services Event

9 October 2019Barbican Summer Party Venue - Summer Party Venues

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:

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:
  • Brief overview of recent  developments:
  • 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:

 

See ‘2018 highlights video’ below:

 


 

2017 SRI Services Event2017a

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 Specialist2017b
    • 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 Cheviot2017d
    • 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’

 

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

 

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