FEM logo
Fund EcoMarket

the sustainable, responsible and ethical investment information hub

‘Screened, Themed and Engaged 2017’ – panel videos

wordle42 finalLast week we held our annual Good Money Week event at the Museum of London.

The event was a great success, well attended and well received.

Formal proceedings included presentations from Simon Howard (UKSIF), Guy Turner (Trove Research) and myself (Julia Dreblow) as well as five round table sessions with fund managers (listed below) and a panel session (all previous speakers plus additional guests – see below).

The quality of the video recording is not great – but the conversation was none the less lively and interesting.  You can view the recording below also.

Fund Managers round table sessions:

  • 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 Specialist
  • 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

Additional panel guests: 

  • Claudia Quiroz – Climate Assets fund manager at Quilter Cheviot
  • Stuart Ryan – investment research manager at RSMR
  • Peter Webster  – Vigeo EIRiS / EIRiS Foundation

Panel chair:

  • Julia Dreblow – sriServices

You can download ‘screened, themed and engaged’ event literature here.

Our sincere thanks go to all the speakers, fund managers and guests who helped make the event such a success!

 

‘Screened Themed and Engaged 2017’ panel videos, discussing ‘Opportunities and Threats in SRI today’

 

 

Sign Up to our Newsletter

If you are a Financial Services Industry professional you can sign up for our newsletter

Click Here

Latest News

Woman of the Year Award – Finalist
June 13, 2019

Women in Financial Advice Awards 2019 I am delighted to have been informed that I am a Finalist in this years  ‘Woman of  the Year Award – Adviser Support Services’ category. This is much welcome recognition of many years spent helping advisers to bring environmental, social and ethical issues into investment planning… Onward & upward! […]

SRI fund tool filter searches May 2019
June 10, 2019

  May 2019 saw the increase in use of Fund EcoMarket continue, with 1200 ‘unique users’ carrying out 3177 ‘clicks’ on the various filter options. Pointing, once again, to the importance of being able to combine ethical/sustainable investment & ESG related information alongside core product and conventional financial information in one place the top 50 […]

MiFID ii – ESG & Sustainability upgrade
May 24, 2019

This has been a long time coming, but happily ESMA has recently (3 May 2019) published the reports that start the process of bringing investment markets into line with the EU’s Climate Action plan through the integration of sustainability and ESG factors throughout the investment chain, including financial advice. The following is ‘cut and paste’ […]