‘Exploring Sustainability & Suitability’ – SRI event for intermediaries

September 4th, 2018

Good Money Week 2018 – SRI Services  & Partners event

‘Screened, Themed and Engaged 2018 event:  Sustainability & Suitability’

We are currently getting ready to celebrate the 11th Good Money Week, putting the final touches to our annual event for financial services intermediaries. Details of the event are below:

When?  3rd October 2018

Where? The Mermaid, Puddle Dock (near Blackfriars), London

Theme: Sustainabilty & Suitability

Price: Free for financial services intermediaries (eg financial advisers, paraplanners, portfolio planners)

What time?  Midday to 7.30pm

• 12.00 Register / sandwich buffet lunch
• 12.45  Welcome / conference sessions begin
• 5.30   End of formal proceedings / bar opens
• 7.30   Event closes

Event overview:

• Introductory SRI market update from:
  • UKSIF 
  • SRI Services

• SRI fund manager led round table sessions hosted by managers from:
  • JanusHenderson
  • Kames Capital
  • Liontrust
  • M&G
  • Rathbones
  • Sarasin & Partners
  • Unicorn

• DFM / portfolio planner panel session: ‘What does ‘sustainable and suitable’ mean to us, what do we look for when selecting funds in this market?’
  • RSMR
  • Financial Express 
  • EQ Investors
  • Tribe Impact Capital
  • Rathbone Greenbank Investments

• Additional contributors:
  • Key note speaker: Lord Deben, Chairman of Sancroft and Personal Investment Management & Financial Advice Association (PIMFA) speaking on:  ‘Climate change and why it matters to clients’
  • Eleanor Spencer, SPOTT – ZSL ‘Business and Biodiversity Programme’
  • BSI 

This event is for financial services professionals only.  It is intended to be useful for (retail) investment intermediaries and financial advisers only and is not open to the public. If you are not a financial services professional you will not be able to attend.  Please contact us if you have any questions.

Register (here) to attend our London event on Wednesday 3 October 2018.

See event location here.

Please register early to avoid disappointment, spaces are filling up fast! (Maximum capacity: 150)

The photographs above are from our 2017 ‘Screened, Themed and Engaged’ event.