Sustainable, Responsible and Ethical Investment events: 

screened-themed-and-engaged-16

 

Hold the date: 19 October 2017

‘Screened, Themed and Engaged 2017’ – this year’s sriServices Good Money Week London event details will be  published soon.

Please contact Julia@sriServices.co.uk to discuss

 

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Previous events:

 

‘Screened, Themed and Engaged 2016’

A Fund EcoMarket, friends and partners ‘Good Money Week’ event for the retail financial services community

This year’s Fund EcoMarket  (financial adviser focused) event will take place at The City Centre – a beautiful part of the Guildhall in the City of London.

At this event you will hear about a wide range of SRI issues and developments and have the opportunity to meet the managers of a number of diverse SRI and ethical funds and other options.

  • Objective: to learn about the UK retail SRI market and emerging trends – ‘brought to life’ with the opportunity to meet the managers of some very different investment options.
  • Date: 9 November 2016
  • Time: 8.45am to 12.00
  • Address: The City Centre, 80 Basinghall Street, London, EC2V 5AG

Attendees will hear from:

  • Rathbones
  • Sarasin & Partners
  • Alliance Trust Investments
  • Unicorn
  • UKSIF
  • MSCI
  • sriServices

 Agenda:

8.45 – arrive / coffee

8.55 – welcome & aims

9.00 – 9.30 SRI industry expert presentations

9.30 – 10.15 round table discussions with fund managers

10.15 – 10.45 coffee & mingle

10.45 – 11.00  round table discussions with fund managers

11.00 – 11.15 presentation

11.15 – 11.55  panel session / discussion

11.55 – 12.00  close

 

BOOK HERE:  via this SurveyMonkey link.

The fund managers above all kindly sponsor the free to use Fund EcoMarket fund hub and research tool, which aims to help grow this market.  You can visit this tool here.

To be kept informed of future events sign up to our ‘inSRI’ Newsletter.

For further information please contact  Julia@sriServices.co.uk

www.FundEcoMarket.co.uk is free to use thanks to the support of our sponsors!

 

Direct sign up link – https://www.surveymonkey.co.uk/r/C68WTYY

View event invitation here

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sriServices will also be supporting Good Money Week 2016 events organised by RSMR (Leeds) and Standard Life at the Gherkin in London.

Please see the Good Money Week website for further information.

 

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PFS/IIL London event: ‘Bringing SRI into the advice process’  May 2016

Go to: http://www.sriservices.co.uk/integrating-sri-into-advice-process-iil-pfs-event to download literature and listen to event recording.

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Sign up to ‘Bringing sustainable, responsible and ethical investment into the financial advice process‘  here. Scroll down page to register.

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We will be holding a lunchtime SRI event with the PFS / IIL (members only) on Wednesday 11 May at 1.15 in London.

The event overview is as follows:

Description:   A PFS/IIL lecture for financial advisers and other retail financial services professionals – delivered by sustainable, responsible and ethical investment (SRI) specialist Julia Dreblow

Introduction:  This event, the first in a new series of quarterly lectures, will introduce  how to bring SRI into the financial advice process and why it is beneficial to do so.  This session is suitable for those who may have little previous experience in this area.

Summary:  This lecture will consider:
• how to identify your clients’ values based and SRI aims and find relevant fund options for them
• the Fund EcoMarket ‘SRI Styles’ segmentation model
• how and why it makes sense to bring this area into the advice process

Learning Objectives:
By the end of this lecture members will have gained an insight into the diversity of retail sustainable, responsible and ethical investment options and how to meet the aims of interested investors.

 

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There are now only a few days to go until our final ‘IFA and industry professionals only’ Good Money Week 2015 event…

You can register here for our ‘Good Money Week adviser conference  or you can email Julia@sriServices.co.uk if you prefer.

“Growing adviser opportunities for SRI and ethical investment & the launch of Fund EcoMarket v2.0”

When: 9 November, 8.30 – 12.00

Where:  Rathbones, (3rd floor) 1 Curzon Street, London, W1J 5FB

The three hour structured event (plus refreshments from 8.30) will run as follows:

Agenda

8.30 – Coffee & refreshments

8.55 – Welcome

9.00 – 9.45 Bryn Jones, Head of Fixed Income at Rathbones and manager of the Rathbone Ethical Bond Fund – awarded Money Observer best SRI bond fund 2015. Bryn will be talking about his ethical investment process, opportunities and example holdings.

9.45 – 10.30 – Peter Michaelis, Head of Equities at Alliance Trust Investment  – who will be talking about Sense in Sustainability and their award winning Sustainable Futures range as part of their nationwide adviser roadshow series.

10.30 – 10.45 Break

10.45 – 11.15  Simon Howard, Chief Executive of UKSIF – the UK Sustainable Investment & Finance Association – who will be presenting an insiders view of the SRI market today

11.15 – 12.00 – Julia Dreblow, founder of sriServices & Fund EcoMarket – will be launching Fund EcoMarket v2 and discussing how this tool helps advisers to integrate SRI into their advice processes and make more of this area of growing opportunity.  sriServices’ work was Highly Commended in the Corporation of London Sustainable City Awards 2015.  

12.00 – Close

(Direct link to sign up area – https://www.surveymonkey.com/r/L8WCKMZ )

 

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RSMR SRI Event, Leeds 22 October

sriServices has partnered with Rayner Spencer Mills for some years now… our collaboration has resulted in the production of an adviser guide and the  RSMR  ‘Rated SRI Fund’ list, both of which are regularly updated and refreshed.

Julia Dreblow will  be supporting the RSMR SRI event in Leeds on 22 October and presenting alongside a number of leading ethical and SRI fund managers.

Venue – The Leeds Club, 3 Albion Place, Leeds LS1 6JL

Please see the link above to sign up.

 

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Teleconference (11 am) Monday 19 October 2015

How can Fund EcoMarket v2.0 help you to offer better advice?

Duration: 1 hour

Agenda

  • Introduction to ‘Fund EcoMarket and the advice process’
  • Using the filter options on Fund EcoMarket
  •  Using the SRI StyleFinder fact find questionnaire with Fund EcoMarket
  • Generating reports for your audit trail
  • Close

Register here for our  ‘Good Money Week’  teleconference call for financial services professionals on 19 October.

https://www.surveymonkey.com/r/3QZ96DY

This teleconference aims to ensure that all advisers have access to training on the new Fund EcoMarket v2 – irrespective of geography!

Attendees should have access to a computer.

Dial in details will be issued shortly before the event.

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  (Industry professionals who would like to be kept informed about our events should sign up to our   ‘inSRI’ newsletter) 

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 SALT – Disruptive Finance:

sriServices is delighted to be part of a Salt’s ‘Disruptive Finance’ event 16 September 2015.  See: http://www.wearesalt.org/disrupting-finance-september-2015-2/

 

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7 November Birmingham 2014

Aim Two Three Investment (post PFS) Conference – Birmingham 7 November

Advisers, in particular PFS members (given the location!), are cordially invited to attend to an investment event hosted by PFS past President David Ingram of Aim Two Three, which is being supported by Julia Dreblow of sriServices.

The event has been organised to help advisers make the most of their travel time as it is being held in Birmingham – the day after the PFS ‘Beyond Better’ Conference!

Aim Two Three’s (free) Investment Conference takes place on 7th November 2014 at the de Vere Colmore Gate, Birmingham from 10:00 to 15:30… to find out more see agenda.

(Also see: http://aimtwothree.com/aim-two-three-s-investment-conference )

Please contact info@aimtwothree.com for further information.

 

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12 November London Stock Exchange 2014

“Impact Investment – A Showcase Event – London Stock Exchange”

Julia Dreblow is delighted to have been asked to speak at the ‘Social Stock Exchange/ GIIN ‘ event on 12 November – where I will be helping advisers to navigate the ‘SRI  maze’ (in its many guises) and talk around how Impact Investment relates to SRI and Ethical Investment.

To attend this exciting event (in a great location!) you need to book your place as shown on this INVITATION and RSVP as requested to c.regan@socialstockexchange.com

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20 October Conference Call 2014

The SRI Fact Finding call has now taken place.  To listen to a recording please use this link.

If you would like to follow the agenda and links discussed during the event please go to the sub page  ’20/10/14′  (see left tool bar).

‘SRI & Ethical Fact Finding’ Teleconference (20 October 2014)

sriServices is delighted to announce that we will be holding a telephone conference to help advisers with their ‘SRI fact finding’ on Monday 20 October, during UKSIF’s ‘Good Money Week’.

The event will consider all aspects of ‘Ethical / SRI Fact Finding’, such as:

  • Why is SRI fact finding important?
  • How can SRI fact finding fit with my existing advice process?
  • Different fact finding approaches eg Issues v Styles
  • What should I say & do?
  • Using fact find tools to meet the diverse client aims (eg Fund EcoMarket and the StyleFinder Microsite)

The event aims to help advisers offer SRI & ethical options more easily

As well as hearing from Julia Dreblow attendees will hear from three experienced advisers – Julian Parrott, Jan Oliff and Richard Essex – who have kindly agreed to talk about how approach this area.

WHEN: Monday 20 October, for one hour 10.00 – 11.00 (by phone)

SIGN UP: Register here

Additional Information:

  • This is a free event
  •  *This event is intended for Financial Advisers. Priority will be given to advisory firms and sriServices sponsors/supporters.
  •  Please send Julia@sriServices.co.uk  your questions or requests ahead of the event
  • Maximum attendees*: 50
  • Attendees will be sent dial in details nearer  the time.
  •  Direct link to sign up: https://www.surveymonkey.com/s/VVLVCT3
  • Please help spread the work by sharing this url with friends or colleagues

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 London 13 June 2014

RSMR & sriServices IFA event – 13 June 2014, London – Event Videos:

The following videos document the event that took place this summer –  and are the next best thing to having been there on the day!

The literature that was launched at this event was the following:

  • RSMR (Rayner Spencer Mills Research)  Rated SRI Fund List – clustered according to sriServicesSRI Styles’ June 2014
  • RSMR / sriServices (2014) Adviser Guide to SRI June 2014

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RSMR & sriServices IFA event – 13 June 2014, London

SRI Styles

REGISTER HERE: EVENT REGISTRATION

REGISTRATION ESSENTIAL

Link to  map.  Please note the event will take place in the Guildhall Marketing Suite.

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Registration is now open for the event sriServices and Rayner Spencer Mills Research are running in the  Guildhall Marketing Suite in London, on 13 June.

Delegates will hear about the RSMR/sriServices  ‘Adviser Guide to Sustainable and Responsible Investing‘ and ‘Rated SRI Fund List’.  Both of these use the sriServices ‘SRI Styles’ fund segmentation system and the highly regarded ‘RSMR’ Fund Rating methods.

This event is for financial services professionals only (specifically  – Financial Advisers and Paraplanners).

WHEN:  13 June 2014

WHERE: The Guildhall Marketing Suite, 80 Basinghall Street, London, EC2V 5AR.

TIME:  9.15 am to 11.45

Speakers will include:

  • Derek Bradley,  CEO Panacea Adviser
  • Geoff Mills,  CEO Rayner Spencer Mills Research
  • Julia Dreblow, Founder sriServices & Fund EcoMarket
  • Simon Howard, CEO UKSIF
  • Peter Michaelis, Fund Manager, Alliance Trust

This free event has been made possible thanks to sponsorship from Alliance Trust.

We are also grateful to our partners Panacea Adviser and UKSIF for their help and support.

Delegates will hear from each of these organisations on the day – and will have the opportunity to quiz them during a panel session at the end of the event.

Space is limited, so registration, via the following link is essential:

REGISTER HERE: EVENT REGISTRATION

 

Direct link: https://www.surveymonkey.com/s/WY9JKKV

 

 

This information is for use by UK professional financial advisers only. SRI Services is not authorised to give investment advice, if you are an individual investor you can find an IFA on www.unbiased.co.uk. The information on this site does not in any way constitute advice or recommendation. The information and tools are intended to compliment, not replace existing adviser information sources. Investment decisions should not be based on the information contained on this site alone. Please confirm fund information with fund managers. We cannot be held in responsible for advice given as a result of using this site and are not responsible for the content of sites linked to this service, we do however of course take every effort to ensure the content of this site is as accurate as possible at time of publication.