SRI Services & Partners annual Good Money Week event

SRI Services is devoted to bringing information (and people) together to help retail financial services professionals bring Environmental, Social and Ethical issues and fund options into advice and fund selection processes more easily - and importantly - more often.Our work, which is based on 25 years experience in this area, focuses on the provision of information on SRI, ESG, sustainable and responsible investment funds for intermediaries.  This event, like our 'whole of market' fund tool 'Fund EcoMarket' is free to use thanks to the support of our fund manager busienss partners.See the SRI Services fund toolFund EcoMarketfor further information.Good Money Week is an annual celebrated UKSIF campaign aimed at raising the profile of sustainable, responsible and ethical investment across the retail investment community. (SRI Services' founder Julia Dreblow is a director of UKSIF and helped set up Good Money Week in 2008.)

Julia Dreblow - SRI Services

SRI Services & Partners annual Good Money Week event. A full day of sustainable investment training - for financial services intermediaries

Christ Church Spitalfields Venue

Back by popular demand...SRI Services annual event is 'the go to Good Money Week event for retail financial services professionals' - financial advisers, planners, paraplanners and more - and is now back 'in person'!This year will see an extravaganza of all things sustainable investment - with expert independent and keynote speakers, fund manager panels sessions and plenty of time to mingle! We will focus on helping intermediaries to understand how the core components of sustainable investment funds operate in practice - and reflecting on the proposed FCA (SDR and labelling) developments.The main conference will run from 10 - 5.30pm. (Registration from 9.30)Keynote speaker: FCA Director of ESG, Sacha SadanVenue: Spitalfields Venue, Christ Church Spitalfields, Commercial St, London E1 6LYThe full agenda is now available at- https://www.fundecomarket.co.uk/help/events/sri-annual-eventDrinks and canapes will follow 5.30 - 8.30Up to 6 hours CISI CPD accredited. Who can attend? This event is for Financial Services Professionals - and related areas such as industry media - only.(People who do not work in financial services will not be admitted without prior permission.)By signing up to this event you are agreeing that your details may be shared with our event partners - who enable us to run this event for free.

Agenda &amp; speakers:(Please note timing may be subject to minor changes.)09:30 – 10:00 Registration and coffee10:10 – 10:20 Julia Dreblow to welcome guests10:20 – 10:35 James Alexander UKSIF CEO, on Good Money Week and UKSIF activity10:35 – 10:55 Julia – SRI Services update and comments on recent developments, including SDR10:55 – 11:25 KEYNOTE Sacha Sadan – Director of ESG, FCA11:25 – 11:40 Break11:40 – 12:20 Fund Manager Panel 1 ‘Why it matters where sustainable funds invest’This session will discuss why favouring companies with high sustainability standards makes sense for clients and the relationship between stock selection (and divestment) and stewardship.Georgina Laird – Aegon Asset ManagementTherese Niklasson – BNY MellonNick Scullion – Foresight GroupMike Appleby – Liontrust Asset Management12:20 – 13:00 – Fund Manager Panel 2 ‘What makes impact oriented funds different?’How are ‘impact fund’ different from sustainable, screened or themed funds? What impacts can they deliver? How do different asset classes and regions vary?Dominic Byrne – abrdnMy-Linh Ngo – BlueBay Asset ManagementBen Constable-Maxwell – M&amp;G InvestmentsSeb Beloe – WHEB Asset Management13:00 – 14:20 – Lunch Break - with breakout option:‘Meet the DFM/portfolio planner’ optional 30 minute breakout session – ‘Building forward looking portfolios’Patrick Thomas – CanaccordJohn Alexander – CastlefieldPeter Thompson – King &amp; ShaxsonOliver Jones – PortfolioMetrixKate Elliot – Rathbone Greenbank InvestmentsStewart Smith – RSMR 14:20 – 14:25 Julia to introduce afternoon agenda14:25 – 15:05 – Fund Manager Panel 3 ‘Effective stewardship vs greenwash’Many sustainable funds now lean heavily on stewardship to promote their usefulness. What does ‘good’ stewardship activity look like &amp; how does it vary between regions and asset types?Amarachi Seery – Janus Henderson InvestorsBen McEwen – Sarasin &amp; PartnersAlex Game – Unicorn Asset ManagementNeville White – EdenTree Investment Management15:05 – 15:45 – Fund Manager Panel 4 ‘What do intermediaries need to know about Net Zero’?What is (and is not) Net Zero? What are the key recent developments, what is required now and what does leadership look like – and what should advisers be telling clients?Joe Horrocks Taylor – CT REP (Columbia Threadneedle – previously BMO)Samuel Mary – PIMCODavid Harrison – Rathbone Unit Trust ManagementChristopher McGoldrick – Stewart Investors15:45 – 16:05 – Break16:05 – 16:25 Afternoon KEYNOTE – Sofia Condes FAIRR – ‘The changing food system – why it matters to investors’.16:25 – 17:05 – Fund Manager Panel 5 ‘Fund managers share their favourite new ideas and discoveries’ .Fund managers discuss their favourite big new idea – recent discoveries / innovations / development. Great stories intermediaries should share with clients ’.Suresh Mistry – Alquity Investment ManagementAmy Browne – CCLAPunam Sharma – Fidelity InternationalBrian Sparkes – Macquarie Asset ManagementYuko Takano – Pictet Asset ManagementMike Fox – Royal London Asset Management17:05– 17:25 – Discussion: ‘What next?’Closing thoughts / discussion on what this all means for fund managers, intermediaries and the planet.17:25 – 17:30 Close17:30 – 20:30 Drinks reception &amp; canapes

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SRI Services & Partners annual Good Money Week event

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SRI Services & Partners annual Good Money Week event

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