Recent event feedback:

Feedback from our  January 2021 CISI ‘Getting started in Sustainable Investment’ presentation:

• I thought Julia’s overview was excellent. What an amazing database to be able to access. The fact that it isn’t subscription based is a major plus for advisers starting out like myself. I thought this was very engaging and appreciated the way it offered a way to engage with clients meaningfully with the advisor as the facilitator. I will use the ‘deep dive to paddle’ spectrum and lipstick on a pig analogy!
• Fascinating in-depth tour of the world of sustainable and responsible investing by an accomplished practitioner.
• Brilliant webinar full of useful information and guidance. I’ll certainly be downloading the Fund Ecomarket app.
• I thought Julia showed a wealth of knowledge on her subject. It is a subject that I will raise with my fellow directors and I believe we will be looking to use her website within our process.
• Very focused, very clear explanations, slides not too busy.  Highlighting the existence of the Fund EcoMarket app was great.

October 2021 annual SRI Services and Partners Good Money Week event feedback 

Attendees: 288

• 51% gave us 5 – Excellent
• 41% gave us 4 – Very good
• 8% gave us 3 – Good