Save the Date 2025 (SRI Services & Partners annual event)

Date: 09 October

Time: all day

Format: in person

Location: London

WHEB Annual Investor Conference 2024

Date: 28 November

Time: 8.30am - 2pm

Format: In person event

Location: RIBA, Portland Place, London W1B 1AD

SRI Services partners only meeting

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.

Date: 25 November

Time: 14:30 - 15:30

Format: Online Teams meeting

Location: Online event

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
• CPD – CISI approved 6 hours
• Event delegate pack

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

Agenda

PLEASE NOTE: THE TIMINGS ARE APPROXIMATE

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
      • George Crowdy, CFA: Sustainable Fund Manager – Royal London Asset Management
      • Jeneiv Shah: Portfolio Manager, Global Equities – Sarasin & Partners

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
      • 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’.

17:15 – 17:30  Close

17:30 – 20:30  Drinks reception & canapes

Click here to view the event delegate pack

Supporting fund managers:

Rathbones Asset Management, Greenbank, 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

2023 highlights video:

Date: 03 October

Time: 09:30 - 17:30 (Drinks reception to 20:30)

Format: in person only

Location: (Old) Museum of London - 150 London Wall, EC2Y 5HN

PIMFA compliance conference

Date: 19 September

Time: all day

Format: in person

Location: London

Where are we now with Sustainable Investing? SDR and beyond

Registration link

https://www.columbiathreadneedle.co.uk/en/intm/webinars?commid=622996

Date: 11 September

Time: 2pm

Format: online only

Location: BrightTalk

Reset Connect London 2024

Date: 25 June

Time: all day

Format: In person event on 25th & 26th June

Location: ExCel London

Parmenion - SDR webinar

Date: 20 June

Time: 11:00

Format: Webinar

Location: Online

PFS conferences 2024

We are delighted to be supporting the PFS again this year, attending events that are being held around the country.

Julia will be on a sustainability panel in Leicester on 11 June and in Durham on 13 June.

Event information can be found here:

https://www.thepfs.org/events/in-person-events/

Date: 11 June

Time: all day

Format: In person - PFS members only

Location: Leicester & Durham

M&G Impact Forum 2024

Date: 06 June

Time: 11:00 onwards

Format: In person event

Location: The Ned, 27 Poultry, London, EC2R 8AJ

Incisive Media Future of Investment Festival

Date: 05 June

Time: pm

Format: In person

Location: London

RBC BlueBay Fixed Income Forum

Date: 16 May

Time: 9:00 - 12:30

Format: Online

Location: Online - Zoom

M&G World Earth Day Themed Investment Lunch

Date: 23 April

Time: 12:00 - 14:00

Format: In person event

Location: The Swan, 21 New Globe Walk, Bankside, Southwark, London, SE1 9D

PIMFA Women's Symposium

Date: 16 April

Time: 9am 16 April - 2pm 17 April

Format: In person

Location: Radisson RED Heathrow Hotel, London

Let's talk SDR

Date: 09 February

Time: 12-1

Format: online

Location: Online - link to be emailed to attendees on 8 February.

Let's talk SDR

Date: 15 December

Time: 12-1

Format: online

Location: Teams (link to follow)

Introduction to Fund EcoMarket v3 with Q&A

Date: 04 December

Time: 12 - 1pm

Format: Online

Location: Teams (invitation to follow)

Partner update (by invitation)

Date: 01 December

Time: 1-2pm

Format: Online

Location: Teams - by invitation

WHEB Annual Investor Conference

Date: 28 November

Time: 9am - 2pm

Format: In Person

Location: RIBA, Royal Institute of British Architects 66 Portland Place London W1B 1AD

AI, human rights and investment

Date: 28 November

Time: 1.45pm-2.30pm (GMT)

Format: Online

Location: Online Webinar event

Towards a post-growth economy

Date: 28 November

Time: 13:30 GMT

Format: Online

Location: Online Webinar event

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

Click here to register

Date: 28 November

Time: 11:30 - 12:30 pm

Format: Online

Location: Online Webinar event

PFS National Conference

Date: 02 November

Time: All day

Format: in person

Location: ICC, Newport, Wales

Janus Henderson - Uncharted Waters: How Investors Can Help Tackle the Water Crisis

Date: 17 October

Time: 08:00 - 11:00

Format: In Person

Location: Janus Henderson Investors Head Office, 201 Bishopsgate, London, EC2M 3AE

SRI Services & Partners Good Money Week event (2023)

Date: 05 October

Time: 9.30 for 10am start. Conferences closes 5.30pm. Drinks reception 5.30-8.30

Format: In Person

Location: Christ Church Spitalfields, London (near Liverpool Street station), Commercial St, London E1 6LY

CISI conference

Date: 03 October

Time: 15.40

Format: In Person

Location: Dorking

M&G Sustainable Multi Asset Lunch

M&G Sustainable Multi Asset Lunch

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 19^th September.

If you would like the details, please reach out to  Katie.hammond@mandg.com

Date: 13 September

Time: 12:15pm for 12:30pm start

Format: In person lunch

Location: The Ivy Tower Bridge, One Tower Bridge Rd, London, SE1 2AA

Reset Connect

Date: 27 June

Time: all day

Format: In person event 27 & 28 June

Location: ExCel London

Fidelity Sustainable Investment event

Adviser / Wealth Manager event – please contact Fidelity International for information.

Date: 21 June

Time: 9.30-11.00

Format: online

Location: online

Incisive Media - Sustainable Investment Festival

Date: 14 June

Time: all day

Format: in person

Location: 155 Bishopsgate - etc.venues Liverpool Street, London, EC2M 3YD

Rathbone Greenbank Investments: Investor Day 2023: Unlocking a net zero future

Date: 08 June

Time: 12:00 pm - 1:45 pm

Format: Online

Location: 12:00 pm - 1:45 pm

CISI paraplanner event

Date: 18 May

Time: 8.45 - 6pm

Format: In Person

Location: Vue Cinema, London

M&G Investments Themed Investment Lunch World Earth Day

  Focus on the M&G Positive Impact Fund and M&G’s Paris Aligned Strategies 

  R.S.V.P. david.halfacre@mandg.com

  Date: Thursday 20th April 

  Venue: Paradise Green, 100 Bishopsgate, London EC2M 1GT

  Time: 12.15pm for 12.30pm start – 2.00pm finish

Date: 20 April

Time: 12.15pm for 12.30pm start - 2.00pm finish

Location: Paradise Green, 100 Bishopsgate, London EC2M 1GT

M&G Investments Investment Round Table Lunch - M&G Positive Impact Fund

  Fund Managers presenting: John William Olsen, Ben Constable Maxwell and Thembeka Stemela-Dagbo

  R.S.V.P. david.halfacre@mandg.com 

  Date: Wednesday 29th March

  Venue:  M&G Investments, 10 Fenchurch Avenue, London 

  Time: 12.15pm for 12.30pm – 1.30pm finish

Date: 29 March

Time: 12.15pm for 12.30pm - 1.30pm finish

Location: M&G Investments, 10 Fenchurch Avenue, London

M&G Investments: Meet the Manager Lunch

Date: 15 February

Time: 12:15pm for 12:30pm start

Format: In person lunch

Location:  M&G Investments, 10 Fenchurch Avenue, London

Informal online SDR discussion

Date: 06 January

Time: 2-3.30 pm

Format: online only

Location: online

Foresight's Quarterly Insights

A panel of experts from Foresight, Baillie Gifford, Hargreaves Lansdown and former Aberdeen AM CEO will discuss how:

‘Climate change creates financial risk; what are the risks and how can the end investors combat them?’

This event is taking place on Tuesday, 6 December 2022, from 15:30 – 17:30 GMT at The Shard, Level 23, 32 London Bridge Street London SE1 9SG.

For more information and to book tickets (either in person or via a live feed) please click here.

Date: 06 December

Time: 15:30 – 17:30

Format: In Person & Online

Location: The Shard, Level 23, 32 London Bridge Street London SE1 9SG

PIMFA Sustainable investment webinar

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.

Date: 30 November

Time: 10.00 - 11.00

Format: online

Triodos: Economic Outlook 2023

Resilience in times of poly-crisis

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.

To join the Webinar, taking place on 30th November, 2022 at 10:00am GMT, please click here to register.

Date: 30 November

Time: 10:00 GMT

Format: Webinar

WHEB AM Annual Investor Conference 2022

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

Meet the Manager:  Maria Municchi, M&G Sustainable Multi-Asset Manager

Date: 16 November

Time: 12:15

Location: M&G Investments, 10 Fenchurch Avenue, London

PFS Festival of Finance 2022

PFS Festival of Financial Planning 2022

Date: 02 November

Time: 9.00

Format: in person

Location: NEC Birmingham

Sustain.Social

Thursday, 27^th October, 2022

A one-day conference and event for (individual) investors who want to learn more about ESG investing

Date: 27 October

Format: in person

Location: Novotel, West London

SRI Services and Partners annual Good Money Week event 2022

Date: 06 October

Time: 10-5.30

Format: In person

Location: Spitalfields Venue, Christ Church Spitalfields, Commercial St, London E1 6LY

Screened, Themed and Engaged 2017

Date: 19 October

Time: 1.45 pm - 6 pm

Location: The Terrace Gallery Rooms, Museum of London, 150 London Wall, London, EC2Y 5HN

RSMR & SRI Services IFA event

Date: 13 June

Time: 9.15 am to 11.45

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