Fund EcoMarket
the sustainable, responsible and ethical investment information hub
the sustainable, responsible and ethical investment information hub
I am delighted to confirm that we will be back ‘in person’, on 6 October 2022, in London.As in previous years the event will be a combination of expert presentations and fund manager panel sessions.
This year’s event is expected to follow shortly after the FCA publishes their ‘Sustainability Disclosure Requirements and Labelling’ Consultation Paper, so we are particularly delighted that their Director of ESG, Sacha Sedan, will be our keynote speaker.
Venue: Spitalfields Venue, Christ Church Spitalfields, Commercial St, London E1 6LY (please note change of venue)Financial services professionals are invited to sign up here (please click ‘follow’ whilst on Eventbrite)
We are expecting this event to be fully CPD accredited (up to 6 hours) as previously.
Agenda:
10.00 – 10.10 Registration
10.10 – 10:20 Julia Dreblow to welcome guests
10:20 – 10.35 James Alexander UKSIF CEO, on Good Money Week and UKSIF activity
10.35 – 10.55 Julia – SRI Services update and comments on recent developments, including SDR
10.55 – 11.25 KEYNOTE Sacha Sedan – Director of ESG, FCA
11:25 – 11.40 Break
11.40 – 12.20 Fund Manager Panel 1
This session will discuss why favouring companies with high sustainability standards makes sense for clients and the relationship between stock selection (and divestment) and stewardship.
12.20 – 1.00 – Fund Manager Panel 2
How are ‘impact fund’ different from sustainable, screened or themed funds? What impacts can they deliver? How do different asset classes and regions vary?
13:00 -14:20 – Lunch Break
14.20 – 14.25 Julia to introduce afternoon agenda
14:25 – 15.05 – Fund Manager Panel 3
Many sustainable funds now lean heavily on stewardship to promote their usefulness. What does ‘good’ stewardship activity look like & how does it vary between regions and asset types?
15.05 – 15:45 – Fund Manager Panel 4
What is (and is not) Net Zero? What are the key recent developments, what is required now and what does leadership look like – and what should advisers be telling clients?
15.45 – 16.05 – Break
16.05 – 16.25 Afternoon KEYNOTE – Sofia Condes FAIRR – ‘Making sense of the changing food system’.
16.25 – 17.05 – Fund Manager Panel 5
Fund managers discuss their favourite big new idea – recent discoveries / innovations / development. Great stories intermediaries should share with clients ’.
17.05– 17.25 – Discussion: ‘What next?’
Closing thoughts / discussion on what this all means for fund managers, intermediaries and the planet.
17.25 – 17.30 Close
17.30 – 20.30 Drinks reception with canapes
At long last… a chance to spend time mingling with one another – in a stunning setting!
===
This event is strictly for Financial Services Professionals only.
_______________________________________________________________________
See below for links:
10- 10:25 Introduction
10:30 10.55
11:00 – 11.30 KEYNOTE FCA Mark Manning, Technical Specialist, Sustainable Finance and Stewardship
11:30 – 11.40 Break
11.40 – 12.30 Fund Manager Panel 1
12.35 – 1.15 Fund Manager Panel 2
13:15 -14:20- Lunch Break
14:20-15.00 – Fund Manager Panel 3
15.05 – 15:45 – Fund Manager Panel 4
15:45-16.00 – Break
16.00-16:40 – Fund Manager Panel 5
16.40 – 17.00 ‘An expert view on ‘What needs to happen’ in the investment world (and how to understand it when it does).’
17.00 – 17.45 Formal close & move to optional breakout room
These events are free to attend thanks to our Fund Manager partners:
Janus Henderson, EdenTree, Rathbones, abrdn, M&G, Aegon, Stewart, BNY Mellon, Pictet, Unicorn, Sarasin & Partners, Fidelity, Liontrust, BMO, Triodos, WHEB, Quilter, Jupiter, Foresight & PIMCO
Drinks reception
To mark the end of Good Money Week 2021 we partnering with UKSIF to hold an informal, in person, London drinks (and canapes) reception on 13 October. This event is for financial services professionals only.
This will be in the London Wall /Moorgate (EC2) area, from 5-9 pm.
Please email julia@sriServices.co.uk if you would like to attend but had not previously registered.
Date: 13 October
Time: 5-9 pm
Format: In person (we are using Zoom to register attendees only)
Location: London Wall/Barbican area, London.
To view previous event videos go to our YouTube channel. (Please ‘subscribe’.)
To be kept informed please sign up to our newsletter.
See below for 2020 highlights video:
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:
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:
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:
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:
Speakers will be joined on the panel session by:
Please use this link to see earlier events that are hosted on the SRI Services site
The SRI Services & Partners annual Good Money Week event will be back, in person, on 6 October 2022 Sign up here As in previous years there will be a combination of expert keynote presentations and fund manager panel sessions. The main details are: Date: Thursday 6 October Main conference: 10 – 5.30pm Drinks reception: […]
Below is a link to an article that I wrote for this month’s Investment Life and Pension Moneyfacts. (Just published – July 2022) My title for the piece was “Sustainable investment: slow, slow, quick” in recognition of the accelerating pace of change in all things sustainable investment, particularly climate change. Their title ‘Putting down roots’ […]
The journey to SDR and how it should help financial advisers