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
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- 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
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- 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
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- 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
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- 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
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- 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
View Event
