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‘SRI Services and Partners annual Good Money Week event’

2022

I am delighted to confirm that we will be back ‘in person’,  on 6 October 2022, in London.

Sign up here

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.

  • Date: Thursday 6 October
  • Conference: 10.00 – 17.30
  • Drinks reception:  17.30 – 20.30
  • Keynote speaker: Sacha Sedan, FCA Director of ESG
  • Venue:   Spitalfields Venue, Christ Church Spitalfields, Commercial St, London E1 6LY (please note change of venue)
  • Intended audience: retail financial services intermediaries (including eg advisers, planners, paraplanners, platforms, DFMs and fund pickers.)
  • Host: Julia Dreblow, SRI Services

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:

(Please note timing may be subject to minor changes.)

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

  •   ‘Why it matters where sustainable funds invest’

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 

  • ‘What makes impact oriented funds different?’

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

 

14.2014.25 Julia to introduce afternoon agenda

14:25 – 15.05 – Fund Manager Panel 3  

  • ‘Effective stewardship vs greenwash’

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 do intermediaries need to know about Net Zero’?

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 share their favourite new ideas and discoveries’ .

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!

 

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Sign up here

This event is strictly for Financial Services Professionals only.

 

 

_______________________________________________________________________

Previous years…

Recordings are available from our  2021 event via the links below.

See below for links:

  • Our key note speaker this year was Mark Manning from the FCA.
  • The event was approved for 6 hours CPD by the CISI
  • Click here to view delegate pack: Delegates Pack – 6 October 2021

Agenda and recordings:

10- 10:25 Introduction

10:30 10.55

  • UKSIF – introduction to UKSIF & their work & Good Money Week Update
  • CEO James Alexander
  • View video here

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

  • Diversity, inclusion and equality. Why do ‘people issues’ matter to companies, investors – and beyond?  What can we learn from recent events & what does ‘good’ look like?
    • Miranda Beacham – Aegon Asset Management
    • Alex Game  – Unicorn Asset Management
    • Freddie Woolfe – Jupiter Asset Management
    • Kaboo Leung – PIMCO Europe Ltd
    • Harriet Parker – Liontrust Asset Management
    • View Panel 1 video here

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? How do investors manage supply chain issues?
    • Jennifer Boscardin-Ching – Pictet Asset Management
    • Adam Robbins – Triodos Investment Management
    • Mohan Gundu – Stewart Investors
    • Neville White – EdenTree Investment Management
    • View Panel 2 video here 

13:15 -14:20- Lunch Break

14:20-15.00 – Fund Manager Panel 3

  • Climate change – the facts. A discussion of recent international developments, why ‘net zero’ and +1.5-2 degrees matter and what we can expect from COP26.
    • Vicki Bakhshi – BMO Asset Management
    • Randeep Somel – M&G Investments
    • Amarachi Seery – Janus Henderson Investors
    • Ben McEwen – Sarasin & Partners
    • View Panel 3 video here 

15.05 – 15:45 – Fund Manager Panel 4

  • Responding to the climate emergency.  Are investors responding with the ‘necessary urgency’?  What options are available to investors – large and small?  What ‘escalation options’ are available? What do ‘good’ and ‘bad’ look like?
    • Mark Brennan – Foresight Group
    • Lloyd McAllister – BNY Mellon
    • David Harrison – Rathbones
    • Cornelia Furse – Fidelity International
    • View Panel 4 video here

15:45-16.00 – 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.
    • Amanda Young – abrdn
    • Caroline Langley – Quilter Cheviot Investment Management
    • Seb Beloe – WHEB Asset Management
    • Mike Clark – Ario Advisory
    • View Panel 5 video here

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:

 

 


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’

 

Please use this link to see earlier events that are hosted on the SRI Services site 

 

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