Only one week to go to the SRI & ethical investment adviser briefing

On Friday 13 June Rayner Spencer Mills Research and sriServices will be holding their first ever joint adviser briefing on ‘Sustainable and Responsible Investment’.

RSMR & sriServices will introduce the new tools and services they have created and – along with other high profile speakers –  discuss some of the key issues around offering advice to clients in this increasingly important area.

WHEN: 13 June 2014

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

TIME: 9.15 am to 11.45

Delegates will hear Simon Howard – Chief Executive of UKSIF, Derek Bradley – Chief Executive and founder of Panacea Adviser and Peter Michaelis, Sustainable Futures fund manager of Head of SRI at Alliance Trust Investments (who are also kindly sponsoring the event).

RSMR & sriServices speakers (Geoff Mills and Julia Dreblow) will discuss the following ahead of the final panel session:

  • Integrating SRI / ethical investment into your advice process
  • Understanding and segmenting the SRI / ethical investment market (and matching those segments to clients’ needs)
  • The new RSMR SRI Rated fund service

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

Registration is essential as space is limited.

REGISTER HERE: EVENT REGISTRATION

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

For further information see: http://www.sriservices.co.uk/events

 

 

 

 

 

 

 

 

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