SRI Services & Partners Annual Good Money Week Event October 2023
LOVED the personal touch of Julia which was so apparent and is so motivating. Julia is passionate about this: it is not ‘just’ her business. It matters and the afternoon was therefore imaginative, and the event differentiated.
All sessions were very good – Concept of the theory of change throughout was very thought provoking
Really Loved the passion and drive!
Keep up the great work – always a thoughtful event.
I really applaud the family engagement – so important to engage the next gen and as a mother myself, I delighted in the obvious pride her children hold for Julia and her work. Thank you and well done!
Lots of interesting discussion of real world issues
Fantastic, informative and essential.
Attendance Statistics:
What was your overall impression of the event?
61% – Excellent
37% – Very Good
How useful/informative did you find the event?
47% – Excellent
50% – Very good
SRI Services & Partners Annual Good Money Week Event October 2022
Julia was so good at getting people to answer questions without grand standing
More events like the one you have just run would be useful!
Julia’s use of language & her questions always deep and good quality
It is good to hear the views of different fund managers
The quality of the speakers was great, they were engaging and informative.
Many congratulations on a great event – keep up the good work!
Attendance Stats:
What was your overall impression of the event?
47% – Excellent
47% – Very Good
How useful did you find the event?
51% – Excellent
35% – Very Good
Feedback from 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.