Posted on: September 30th, 2011
Dates for the launch of our new adviser tool ‘Fund EcoMarket’ have now been published on the National Ethical Investment Week website.
Two telephone conference events have been arranged to make the launch as accessible as possible for advisers all around the country.
Slides will be presented by SRI expert and founder of SRI Services, Julia Dreblow.
The events are intended for financial advisers, although other financial services professionals are also most welcome to attend.
The launch presentation and the tools it introduces will be of use to any financial adviser who would like help finding the right SRI options for their clients as easily and efficiently as possible…
Fund EcoMarket lists over 400 Life, Pension, UT/OEIC and IT retail SRI options – making it possible for advisers to shortlist SRI funds from across the whole market in just a few clicks.
The session will introduce the seven major SRI segments or ‘EcoStyles’ – and a new SRI fact finding tool which helps direct advisers towards ‘best fit’ EcoStyles and possible fund solutions.
Monday 17 October 2011: 1.30 – 2.30
Friday 21 October 2011: 10.30-11.30
To book your place please email Julia@sriServices.co.uk or phone 07702 563702.
Delegates will be sent phone-in details and a link to the slide pack.
Click here for link to view the full list of NEIW events.
This service is for financial services professionals only and is free to use.
SRI Services is not authorised to offer investment advice and as such, regrettably, members of the public will not be able to attend these events.