Quick Question
Investment professionals are invited to sign up to our annual conference via our 'Events' tab.
Strongly AgreeAgreeNeutralDisagreeStrongly Disagree
Advisers/ intermediaries should offer ESG /SRI options to all clients
Investors can help address climate change
I find Fund EcoMarket useful
Find an Adviser Sign up to our Newsletter
FEM logo
Fund EcoMarket

the sustainable, responsible and ethical investment information hub

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.
  • Sign up to our newsletter to be kept informed about future events

 


 

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:

 

2020 Event Highlights video:

 


 

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

 

Sign Up to our Newsletter

If you are a Financial Services Industry professional you can sign up for our newsletter

Click Here

Latest News

Building Trust in Sustainable Investment – FCA keynote speech at SRI Services Good Money Week event
November 26, 2020

On 21 October 2020 Richard Monks – Director of Strategy at the FCA – kindly gave the keynote speech at our annual ‘SRI Services and Partners Good Money Week event’. There is a transcript of his speech available on the FCA website here. We were delighted with the content of the speech and welcome the […]

SRI Services & Partners Good Money Week 2020 event videos now live!
October 28, 2020

I am delighted to report that we have just loaded the videos from our first ever online ‘SRI Services and Partners’ online Good Money Week event onto our YouTube channel. The sessions are listed in chronological order on a play list  – here. 288 financial advisers and others attended on the day and the feedback […]

New Fund EcoMarket brochure
October 27, 2020

I am delighted to inform you that our new brochure has been finalised and is available to download. This can be used for learning support, as ‘aide memoire’ or as a ‘sales aid’. Click here to download: Fund EcoMarket A4_Singles Oct 2020 FINAL The above version is 6 x A4 pages.