Business Partners & associates

 

As a small organisation SRI Services regularly works in collaboration with others who share our aim of ‘growing SRI’.

Julia  supports a number of organisations in a independent capacity; for example she is an UKSIF board member, on the Transparency Task Force Advisory board, an adviser to RSMR, a member of the Parmenion Ethical Oversight Committee, a member of the Standards International Impartiality Committee and on an expert panel for Good With Money.

 Fund EcoMarket  – the  SRI database tool and fund hub – is made possible thanks to support from Liontrust, Pictet Asset Management, Rathbones, Quilter Cheviot, Sarasin Partners, Triodos, Unicorn Asset Management, M&G, JanusHenderson, Kames, Foresight, WHEB, EdenTree, Aberdeen Standard Investments and BMO

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Their funds (and others) can be found on www.FundEcoMarket.co.uk.

 

 

interactive-investorWe also work with leading D2C fund platform interactive investor – helping them with their ‘ACE’ ethical fund list.  This list also shows our SRI Styles fund classifications in order to help people recognise different fund strategies. This service launched in September 2019.  See media release here.

 

Julia was appointed to the Parmenion Investment Managers ‘Ethical Oversight Committee’ in August 2013.  Parmenion is an award winning Discretionary Fund Manager and investment services provider who offer a range of risk graded investment portfolios. This includes four different ethical strategies – each with ten risk options. Parmenion literature is available from our literature directory.

 

   The UK Sustainable Investment and Finance Association (UKSIF) is the UK’s leading membership organisation for businesses involved in SRI. Their membership includes a wide range of financial services businesses including banks, pension funds and financial advisers.  Julia has been actively involved with UKSIFs since the late 90’s. This included serving on the UKSIF main board for 7 years and chairing their ‘Retail Revolution sub-committee’ which contributed to a range of improvements in retail SRI.  Julia rejoined the UKSIF board in 2018. See UKSIF and the Ethical Investment Association .

 

 

Julia supports the Rayner Spencer Mills SRI proposition in an advisory capacity.  RSMR use our sriStyles in their ‘rated SRI fund list’ and have worked with us to create a joint SRI guide for advisers, published in 2016.    The guide offers an approved fund list which is split into SRI Styles (as used on Fund EcoMarket). Visit the RSMR website here.

 

 

panacea adviserJulia regularly collaborates with and helped Panacea Adviser create their Ethical Zone and is a regular contributor of online content, including the 2015 ’30 people’ guide.  Panacea is leading provider of online services for financial advisers with over 20,000 adviser and paraplanner users.    See PanaceaAdviser home page and Panacea Adviser Ethical Zone for further information.

 

Synaptic Software Ltd (formerly Capita Financial Software): Julia has been involved with Synaptics since the late 1990′s when she helped them develop the ethical module on their popular Synaptic Fund Research tool. The tool is used by over 4,500 advisers.   For further information see www.synaptic.co.uk

 

 

 

 

Triodos Bank.  Triodos is a specialist Dutch owned  ‘sustainable’ bank .  Triodos is a highly regarded leader in areas such as microfinance and renewable energy finance. Triodos have also recently (April 2013)  launched their first SRI funds for UK investors, with support from sriServices.

 

 

Sarah Pennells is a well known presenter, author and creator of the SavvyWoman money website.  Julia Dreblow worked with Sarah in 2009 in the production of the  ‘Guardian Guide to Green and Ethical Investment’, which is available through Amazon.  Acknowledgments.

 

 

 

In addition:

  • Julia presents regularly on this topic – primarily in order to help financial advisers.  She presented at a PFS event in 2016 and will be speaking at their 2019 Futureproofing conference in Birmingham. Julia presented at a CISI event in 2017 and had a CII SRI Thinkpiece published in 2016.
  • Served on the Standards International Impartiality Committee since 2015
  • A regular contributor to Investment Life & Pension Moneyfacts magasine and other publications (See Fund EcoMarket media area for up to date links)
  • Joined the Transparency Task Force June 2016, on advisory board.
  • Organise and support events and training for financial advisers

 

 sriServices contributed to the April 2013 FT Adviser  Guide to SRI for financial advisers – which can be recorded as 60 minutes of CPD training.

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.