SRI Services and Partners annual Good Money Week event 2024

I am delighted to report that our annual Good Money Week conference, which we held at the (old) Museum of London last Thursday, was a big success!

So although we are still recovering and collating –  we wanted to share some early feedback!

• c 250 attendees
• 92 % said they would come again

General feedback included: 

• This is an area I know a little about so learnt a lot throughout
• All great – pacey, lively and interesting
• Love your willingness to answer any question, Julia.
• Interesting to hear expected developments.
• As always, an insightful day – thank you!
• There was a real energy at this event . Great turnout and female representation.
• Great event and energy. Best I have been to and I have been coming for a number of years!
• Keep it up Julia, Brilliant stuff!
• Excellent event – thank you to the speakers, organizers and sponsors.

 Panel sessions / format feedback included:

• Loved the Scheduling – think it flowed brilliantly and logically.
• Format achieved variety & kept focus.
• Equally valued the panel presentations.
• Appreciated the speakers with implementation experience.
• Speakers were all very engaging.
• Guest speakers were very thought provoking.

I would like to extend a big thank you to everyone who played a part in this event, speakers, fund partners, the home team – and of course our delegates!

What next:

Event slides can be downloaded here SRI Services Good Money Week 2024 slides final

The videos are currently being worked on and will be made available here as soon as possible!

Scriberia’s amazing art work will also be shared when available.

For CPD certificates please contact Su via events@sriServices.co.uk

And  a final extra big thank you to Reset Connect for their help organizing the event and to our partners who made it possible:

The event was free to attend thanks to these fund partners:

Supporting fund managers:

Rathbones Asset Management, Greenbank Investments, Pictet Asset Management, Sarasin & Partners, Triodos Investment Management, Liontrust, Quilter Cheviot, Aegon Asset Management, M&G Investments, BNY Investments, Columbia Threadneedle Investments, WHEB, Fidelity International, Schroders, Royal London Asset Management, RBC BlueBay Asset Management, CCLA, Stewart Investors, Unicorn, T Rowe Price

10:00 – 10:10 Welcome – Julia Dreblow, Founder & CEO – SRI Services & Fund EcoMarket

10:10 – 10:25  Good Money Week update – James Alexander, CEO – UKSIF

10:25 – 10:45  Fund EcoMarket & industry update – Julia Dreblow

10:45 – 11:30 Fund Manager Session 1:  Exploring the new SDR regime and labelling process

• • • • Therese Niklasson: Global Head of Sustainable Investment – Newton Investment Management
      • Caroline Langley: Deputy Fund Manager, Climate Assets Funds – Quilter Cheviot Investment Management
      • David Harrison: Fund Manager, Rathbone Greenbank Global Sustainability Fund – Rathbones Asset Management
      • Seb Beloe: Partner and Head of Research – WHEB Asset Management

11:30 – 11:50  Coffee break

11:55 – 12:25   Fund Manager Session 2: Beyond the labels

• • • • Miranda Beacham: Head of UK Responsible Investment – Aegon Asset Management
      • Clare Wood: Portfolio Specialist – Stewart Investors
      • Adam Robbins: Head of Business Development – Triodos Investment Management

12:30 – 13:15  MORNING KEYNOTE – Sacha Sadan, Director of ESG – FCA

13:20 – 14:20 Lunch break

• 13:35 – 14:05  ‘Portfolio managers share responses to recent developments’

14:20 – 14:30   Welcome back

14:30 – 14:55   GUEST SPEAKER:  Mike Clark, Founder & Director – Ario Advisory

14:55 – 15:20  Fund Managers Session 3: Leading change

• • • • Duncan Downes: Senior Engagement Specialist, Pictet Positive Change – Pictet Asset Management (session title: Don’t ignore improvers)
      • George Crowdy, CFA: Sustainable Fund Manager – Royal London Asset Management (session title: Innovation in weight loss drugs)
      • Jeneiv Shah: Portfolio Manager, Global Equities – Sarasin & Partners (session title: Making plastic circular)

15:25 -16:05   Fund Manager Session 4: Articulating sustainability with confidence

• • • • Clémence Chatelin: ESG Integration Manager – CCLA Investment Management
      • Matthew Jennings: Investment Director, Sustainable Investing – Fidelity International
      • David Nicholsby: Investment Director – Greenbank
      • My-Linh Ngo: Senior Director & Impact-Aligned Strategist – RBC BlueBay Asset Management

16:05 – 16:25  Coffee break

16:25 – 16:50   Fund Manager Session 5:  Leading change

• • • • Stephanie Williams: Sustainable Investment Analyst – Schroders (session title: Nature and Biodiversity)
      • Ben Constable-Maxwell: Head of Impact Strategy – M&G Investments (session title: Impact accounting as a tool to transform finance)
      • Mike Appleby: Investment Manager, Sustainable Future Funds – Liontrust Asset Management (session title: The pace of change and it’s influence on: sustainability, engagement and the size of the investable universe)

16:50 – 17:15   AFTERNOON KEYNOTE  –  Mark Campanale, Founder – Carbon Tracker Initiative will be speaking about ‘How the clean energy revolution is disrupting everything’.

17:15 – 17:30  Close

17:30 – 20:30  Drinks reception & canapes