SRI Events archive

 

jd at pfs bTo see current event information go to Fund EcoMarket events area:

SRI Services events & Partner events

 

To see event videos go to our YouTube channel

SRI Services YouTube channel

 

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SRI Services & Partners annual event – 9 October 2019, London

If you are a UK financial services intermediary who would like to learn about ESG, SRI, Sustainable, Responsible and Ethical investment this free to attend, absolutely unique event is for you!

This year’s annual ‘Screened, Themed & Engaged’  event  (our biggest and best ever!) will be held on 9 October, during  ‘Good Money Week 2019′ at the Barbican, in London.

Download AGENDA here

Please note this event is for financial advisers and other retail financial services professionals only. (Other attendees will only be admitted if agreed in advance).

(ps We are applying for 5 hours CPD, as last year)

See ‘2018 highlights video’ below:

Please note this event is for financial advisers and other retail financial services professionals only. (Other attendees will only be admitted if agreed in advance).

SRI Services & Partners 2018 Good Money Week event:

‘Screened, Themed and Engaged 2018 event:  Sustainability & Suitability’

 

When?  3rd October 2018

Where? The Mermaid, Puddle Dock (near Blackfriars), London

Theme: Sustainabilty & Suitability

Price: Free for financial services intermediaries

What time?  Midday to 7.30pm

 

  • 12.00 Register / sandwich buffet lunch2017d
  • 12.45  Welcome / conference sessions begin
  • 5.30   End of formal proceedings / bar opens
  • 7.30   Event closes

Event overview:

  • SRI market update from:
    • UKSIF 
    • SRI Services
  • SRI fund manager led round table sessions hosted by:
    • JanusHenderson2017b
    • Kames Capital
    • Liontrust
    • M&G
    • Rathbones
    • Sarasin & Partners
    • Unicorn
  • DFM / portfolio planner panel session: ‘What does ‘sustainable and suitable’ mean to us, what do we look for when selecting funds in this market?’
    • RSMR
    • Financial Express 
    • EQ Investors
    • Tribe Impact Capital
    • Rathbone Greenbank Investments
  • Additional contributors:
    • Key note speaker: Lord Deben, Chairman of Sancroft and Personal Investment Management & Financial Advice Association (PIMFA) speaking on:  ‘Climate change and why it matters to clients’
    • Eleanor Spencer, SPOTT – ZSL ‘Business and Biodiversity Programme’
    • BSI

2017d

 

See Fund EcoMarket Events page for speaker details.

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‘Screened, Themed and Engaged 2017’

The 2017 sriServices Good Money Week London took place at the Museum of London on 19 October.

Event details are available via www.FundEcoMarket.co.uk/help/events

 

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‘Screened, Themed and Engaged 2016’

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

The 2016 Fund EcoMarket  (financial adviser focused) event took place at The City Centre – a beautiful part of the Guildhall in the City of London.

At this event we heard about a wide range of SRI issues and developments and had 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

 

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!

 

 

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

 

 

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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.

 

 

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

The event overview was 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, introduction –  how to bring SRI into the financial advice process and why it is beneficial to do so.  This session was suitable for those who may have little previous experience in this area.

Summary:  This lecture considered:
• 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 should 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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“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)  ran 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 talked about his ethical investment process, opportunities and example holdings.

9.45 – 10.30 – Peter Michaelis, Head of Equities at Alliance Trust Investment  – talked 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 – presented an insiders view of the SRI market today

11.15 – 12.00 – Julia Dreblow, founder of sriServices & Fund EcoMarket – launched Fund EcoMarket v2 and discussed 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

 

 

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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  supported the event and presented alongside a number of leading ethical and SRI fund managers.

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

 

 

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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

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

 

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 SALT – Disruptive Finance:

sriServices was 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!), were cordially invited to attend to an investment event hosted by PFS past President David Ingram of Aim Two Three, which was  supported by Julia Dreblow of sriServices.

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

Aim Two Three’s (free) Investment Conference took place on 7th November 2014 at the de Vere Colmore Gate, Birmingham from 10:00 to 15:30

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

 

 

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12 November London Stock Exchange 2014

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

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

 

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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 was delighted to announce that they held a telephone conference to help advisers with their ‘SRI fact finding’ on Monday 20 October, during UKSIF’s ‘Good Money Week’.

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

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

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

 

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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 launched at this event is as follows:

  • 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

Delegates heard 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 was 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 included:

  • 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 was 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 heard from each of these organisations on the day – and had the opportunity to quiz them during a panel session at the end of the event.

 

 

 

 

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