SRI Services & Partners Good Money Week event 2021

We are delighted to invite you to sign up to our annual event which is being held in two parts this year:  an all day Zoom conference on 6 October, and an informal London drinks reception on 13 October.

Sign up links for both events are below.

6 October all day event

10 am – 5.45pm, Zoom

Our annual event is a deep dive conference for financial services intermediaries – intended to build knowledge of sustainable, responsible, ESG and ethical funds.

• The day comprises presentations and panel sessions
• The CISI has approved the event for 6 hours of CPD.
• Our keynote speaker this year (at 11am) is Mark Manning of the FCA.
• The event is free to attend event and open to all financial advisers, financials services intermediaries and related retail financial services professionals.
• Members of the public and individual investors are not able to attend.

Register here to attend our 6 October (Zoom) conference.

Agenda

(Please note timings and details may vary slightly on the day).

10- 10:25 Introduction

• Julia to welcome guests
  • Agenda run through & market overview
  • SRI Services update

10:30 10.55

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

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

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

13:15 -14:20- Lunch Break

• UKSIF CEO James Alexander in a pre-recorded interview Professor Dasgupta, author of the government’s recent report into biodiversity loss

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

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

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

16.40 – 17.00  ‘An expert view on ‘What needs to happen’ in the investment world (and how to understand it when it does).’

• Mike Clark, founder Ario Advisory

17.00 – 17.45 Formal close & move to optional breakout room

If you have further questions please contact  events@sriServices.co.uk

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We are also running a drinks reception to celebrate the end of Good Money Week 2021…

13 October London drinks reception

Time: 5.00 – 9.00, London Wall

Format: informal drinks reception.

Free to attend.  Financial services professional only.

These events are free to attend thanks to our Fund Manager partners:

Janus Henderson,  EdenTree, Rathbones, ASI, M&G, Aegon, Stewart, BNY Mellon,  Pictet, Unicorn,  Sarasin & Partners, Fidelity, Liontrust, BMO, Triodos, WHEB, Quilter, Jupiter, Foresight & PIMCO

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To view previous event videos go to our YouTube channel (Please ‘subscribe’) or visit our SRI Services annual events page here

To view upcoming events please visit our events page

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The video below has highlights from last year’s Zoom event: