What is SDR and what does it mean for fund managers and intermediaries?
The Sustainability Disclosure Requirements (SDR) and labelling rules have introduced a range of new measures to improve client understanding and improve trust. This session will explore the component parts of the new rules, focusing on what fund managers now have to do differently. We will also be considering areas that are still ‘work in progress’, and what this all means for fund pickers and advisers.
Speakers
Moderator Colin Anderson, Chartered MCSI | Senior Client Relations Manager, Chartered Institute for Securities & Investment
Speaker Julia Dreblow BA Hons, DipPFS | Founder – SRI Services
Learning objective
To understand more about how SDR needs to be communicated to clients and understanding how to avoid greenwashing.
About this event
Wednesday 12 March 2025
12:00 – 13:00 (UK GMT)
1 CPD hours
Watch online wherever you are
This webinar is free to join for CISI members & non-members
What problems does it aim to address and why does it matter?
Much has changed since SDR was published in November 2023, but in order to make sense of the new rules it is important to understand how they came about and what SDR is designed to do. This session will explore key areas including the need to communicate effectively and avoid greenwash, and why focusing on intentionality and positive outcomes are central to the new regime.
Speakers
Moderator Colin Anderson, Chartered MCSI | Senior Client Relations Manager, Chartered Institute for Securities & Investment
Speaker Julia Dreblow BA Hons, DipPFS | Founder – SRI Services
Learning objective
To understand more about how SDR needs to be communicated to clients and understanding how to avoid greenwashing.
About this event
Tuesday 21 January 2025
12:00 – 13:00 (UK GMT)
1 CPD hours
Watch online wherever you are
This webinar is free to join for CISI members & non-members
WHEB would be delighted if you could join them for their 2024 Annual Investor Conference from 8.30am-2pm on Thursday 28 November 2024 at RIBA, Portland Place, London W1B 1AD.
The morning will be spent with special guests and members of the WHEB team talking about the wider theme of green finance. They will cover the latest on the FCA’s Sustainablility Disclosure Requirements and discuss impact opportunities from the companies they invest in. This will be followed by a performance update and plenty of time for questions.
The event will close with a lunch and the opportunity to network with peers, colleagues and the WHEB team.
Full agenda to follow.
For a reminder of last year’s event or to watch the event video visit the AIC 2023 webpage.
By invitation to SRI Services partners & affiliates to ask questions about Fund EcoMarket, SDR labelling, the new BSI fund standard or the Adviser Sustainability Group.
See email invitation for link or email Julia for more information.
SRI Services & Partners annual Good Money Week event 2024
Key information
Date – 3 October 2024 (all day, in person only)
Venue – London Museum (previously the ‘Museum of London’), 150 London Wall, EC2Y 5HN
Format – a mixture of presentations and panel sessions, including
Morning keynote – Sacha Sadan Director of ESG, FCA
Afternoon keynote – Mark Campanale, founder Carbon Tracker
Audience – intended for UK based financial advisers, wealth managers and industry professionals who work with these groups. (Strictly financial services / investment professionals only. Members of the public will not be admitted for compliance reasons.)
Topics included SDR and beyond (anti-greenwash and labelling), sustainable asset selection – and market developments
Timings – doors opened at 09:30, the event will ran from 10:00 – 17:30, followed by drinks and canapes to 20:30
Ben Constable-Maxwell: Head of Impact Strategy – M&G Investments
Mike Appleby:Investment Manager, Sustainable Future Funds – Liontrust Asset Management
16:50 – 17:15 AFTERNOON KEYNOTE – Mark Campanale, Founder – Carbon Tracker Initiative will be speaking about ‘How the clean energy revolution is disrupting everything’.
Tuesday 28th November 2023 9am – 2pm RIBA, Royal Institute of British Architects 66 Portland Place London W1B 1AD
WHEB would be delighted if you could join them for their Annual Investor Conference.
The event will feature a keynote speech by Rt Hon Sir Alok Sharma who will spend the morning at the conference before leaving to attend COP28 in Dubai. WHEB will then discuss sustainability solutions with a number of their portfolio companies before presenting a performance update of the strategy and opening the floor to questions.
This will be followed by a lunch and the opportunity to network with peers, colleagues and the WHEB team.
Have we reached the limits of economic growth? And what could a post-growth economy look like?
Triodos Bank Chief Economist Hans Stegeman discusses discusses the path towards a post-growth economy and highlights the role of institutions, companies and the financial sector in this necessary transition.
Investment Strategists Maritza Cabezas and Joeri de Wilde present Triodos Investment Management’s investment outlook for 2024 for advanced economies and emerging markets.
FP Foresight Sustainable Real Estate Securities Fund
Bi-Annual Update Webinar
Date: Tuesday 28 November 2023 Time: 11:30 – 12:30
Aqib Hashamali, Co-Lead Manager. will provide an overview of the strategy, the current macroeconomic environment, performance of the Fund and its future outlook. He will also discuss:
• Fund Performance
• Attribution
• Portfolio Activity
• Current Positioning
• Outlook
Maria Municchi, Lead Fund Manager, will provide a comprehensive overview of the Sustainable Multi Asset fund range. She will cover recent performance updates, discuss our positioning, and share a market outlook.
Date: Wednesday 13 September
Location: The Ivy, Tower Bridge
Timings: 12.15pm for a 12.30pm start. Finish at 2.00pm]
Speakers:
Maria Municchi, Fund Manager, Sustainable Multi Asset range – M&G
Youssef Bougroum, Multi Asset Analyst – M&G
Lee Coates, Ethical Money and ESG Consultant – ESG Accord
For those unable to attend in person, we will also be hosting a webinar version on Tuesday 19th September.
Join PIMFA on 30 November to discuss sustainable investment related compliance essentials for intermediaries.
The speakers will be Lee Coates and Julia Dreblow, both stalwarts of the sustainable investment community for over two decades. Lee and Julia are both members of the FCA’s Disclosures and Labels Advisory Group (DLAG) which contributed to the design of the SDR consultation paper. Having both worked in the intermediary space for their entire careers they are perfectly placed to help you understand what is changing, what is set to change in future and how you should be responding. The focus of the event will be on the practicalities of bringing this into your business, in a compliant and forward looking manner.
Hans Stegeman and his team will explain how to drive the necessary transformation forward in 2023 and beyond and will discuss the nature of the poly-crisis, its consequences, and how to solve it.
The event (rescheduled from September) will take place on Tuesday 29th November 2022 (12:00 – 19:00) at The Royal Institute of British Architects and will include a Climate adaptation keynote from Gabrielle Walker, founder of Valence Solutions. There will also be a deep dive on an impact investment theme, WHEB’s investment strategy review and outlook and an open forum with the team. Please click here to register.
Date: 29 November
Time: 12:00 - 19:00
Location: The Royal Institute of British Architects, 66 Portland Place, London, W1B 1AD
Tuesday 1st November & Wednesday 2nd November 2022
Come and experience a feel-good atmosphere at this immersive, in-person festival!
With 17,000 square feet of space across Birmingham’s NEC dedicated to supporting members and the financial advice profession, this promises to be a once-in-a-lifetime event.
