Fund EcoMarket launch events listed on NEIW.org

Dates for the launch of our new adviser tool ‘Fund EcoMarket’  have now been published on the National Ethical Investment Week website.

Two telephone conference events have been arranged to make the launch as accessible as possible for advisers all around the country.

Slides will be presented by SRI expert and founder of SRI Services, Julia Dreblow.

The events are intended for financial advisers, although other financial services professionals are also most welcome to attend.

Event summary:

The launch presentation and the tools it introduces will be of use to any financial adviser who would like help finding the right SRI options for their clients as easily and efficiently as possible…

Fund EcoMarket lists over 400 Life, Pension, UT/OEIC and IT retail SRI options – making it possible for advisers to shortlist SRI funds from across the whole market in just a few clicks.

The session will introduce the seven major SRI segments or ‘EcoStyles’ – and a new SRI fact finding tool which helps direct advisers towards ‘best fit’ EcoStyles and possible fund solutions.

Monday 17 October 2011:  1.30 – 2.30

 Friday 21 October 2011:  10.30-11.30

Please note: This event has had to be cancelled due to illness – julia has appendicitis. It will be rearranged upon her return.

To book your place please email Julia@sriServices.co.uk or phone 07702 563702.

Delegates will be sent phone-in details and a link to the slide pack.

Click here for link to view the full list of NEIW events.

This service is for financial services professionals only and is free to use.

SRI Services is not authorised to offer investment advice and as such, regrettably, members of the public will not be able to attend these events.

 

 

 

Comments are closed.

SRI Services materials are for information only and intended for use only by financial services professionals. We are not authorised or regulated, can not offer advice and do not deal with individual investors. The information we supply is not to be regarded as endorsements or recommendations and we recommend intermediaries use the information we publish in conjunction with other sources. Whilst we make every effort to ensure our information is up to date and accurate we can not be held responsible for decisions made using our services or those linked to our sites.

Registered Company: SRI Consultants Ltd. Company No: 03904843