‘Integrating SRI into the advice process’ – IIL / PFS SRI event

Yesterday (11 May 2016) I had the pleasure of presenting at a lunchtime event for the Insurance Institute of London (IIL) and the Personal Finance Society (PFS).

Both are part of the Chartered Insurance Institute, the UK’s largest professional insurance and finance body.

The lunchtime seminar took place in their beautiful Aldermanbury HQ in London.

The title of the event was ‘Bringing Sustainable, Responsible and Ethical Investment into the advice process‘.

The lecture included information about the many different issues and approaches that are employed by different fund managers, the ‘SRI Styles’ segmentation model (as used by our Fund EcoMarket tool), fact finding suggestions and thoughts on the benefits of discussing this area with clients.

Both the slides and a podcast recording are now available via their website.

Go to IIL download area here.

The slides are also available here.

Our ‘5 Step advice process’ brochure – written for this event –  is available here. This is intended for printing as a four page A5 brochure.

 

 

Please note these are intended for information only for UK based financial services professionals.

We are not authorised and do not offer advice.

 

 

 

 

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