SRI Services & Partners event videos

The following videos are from our 2022 ‘SRI Services and Partners Good Money Week’ event.

They are published in chronological order & as such are the next best thing to being there on the day!

We would be super grateful if you would ‘Like and Subscribe’ as you watch these on YouTube!

(ps unfortunately the sound is not great on the earlier panels – you may need to adjust the volume, but it does settle down – apologies).

Please feel free to share, use these as training material – and feed back your thoughts as you see fit.

Enjoy 🙂

10:10 – 10:20  Julia Dreblow welcomed guests

10:20 – 10:35  James Alexander UKSIF CEO, on Good Money Week and UKSIF activity

10:35 – 10:55  Julia –  SRI Services update and comments on recent developments, including SDR

10:55  – 11:25  KEYNOTE Sacha Sadan – Director of ESG at the FCA spoke about the regulator’s wide sustainable investment work, including the Sustainability Disclosure and Labelling requirements.

11:40 – 12:20 Fund Manager Panel 1

•   ‘Why it matters where sustainable funds invest’

This session discussed why favouring companies with high sustainability standards makes sense for clients and the relationship between stock selection (and divestment) and stewardship.

Speakers:

• Georgina Laird – Aegon Asset Management
• Therese Niklasson – BNY Mellon
• Nick Scullion – Foresight Group
• Mike Appleby – Liontrust Asset Management

12:20 – 13:00 – Fund Manager Panel 2 

• ‘What makes impact oriented funds different?’

How are ‘impact fund’ different from sustainable, screened or themed funds? What impacts can they deliver? How do different asset classes and regions vary?

Speakers:

• Dominic Byrne – abrdn
• My-Linh Ngo – BlueBay Asset Management
• Ben Constable-Maxwell – M&G Investments
• Seb Beloe – WHEB Asset Management

13:20 – 13.50 – Lunchtime panel session 

• ‘Meet the DFM/portfolio planner’ optional 30 minute breakout session –  ‘Building forward looking portfolios’
  

Speakers:

• Patrick Thomas – Canaccord
• John Alexander – Castlefield
• Peter Thompson – King & Shaxson
• Oliver Jones – PortfolioMetrix
• Kate Elliot – Rathbone Greenbank Investments
• Stewart Smith – RSMR

14:25 – 15:05 – Fund Manager Panel 3  

• ‘Effective stewardship vs greenwash’

Many sustainable funds now lean heavily on stewardship to promote their usefulness. What does ‘good’ stewardship activity look like & how does it vary between regions and asset types?

Speakers:

• Amarachi Seery – Janus Henderson Investors
• Ben McEwen – Sarasin & Partners
• Alex Game – Unicorn Asset Management
• Neville White – EdenTree Investment Management

15:05 – 15:45 – Fund Manager Panel 4 

• ‘What do intermediaries need to know about Net Zero’?

What is (and is not) Net Zero?  What are the key recent developments, what is required now and what does leadership look like – and what should advisers be telling clients?

Speakers:

• Joe Horrocks Taylor – CT REP (Columbia Threadneedle – previously BMO)
• Samuel Mary – PIMCO
• David Harrison – Rathbone Unit Trust Management
• Christopher McGoldrick – Stewart Investors

15:45 – 16:05 – Break

16:05 – 16:25  Afternoon KEYNOTE – Sofia Condes FAIRR – ‘The changing food system – why it matters to investors’.

16:25 – 17:05  – Fund Manager Panel 5  

• ‘Fund managers share their favourite new ideas (Part 1)’ .

Fund managers discussed their favourite big new idea / recent discoveries / innovations / development.  Great stories intermediaries shared with clients.

Speakers:

• Brian Sparkes – Macquarie Asset Management
• Suresh Mistry – Alquity Investment Management
• Charlotte Apps – Fidelity International
• Q&A

• Fund Managers share their favourite new ideas (Part 2)

• Amy Browne – CCLA
• Yuko Takano – Pictet Asset Management
• Mike Fox – Royal London Asset Management
• Q&A