Event Feedback
SRI Services & Partners Annual Good Money Week Event October 2024
- It was a great event, well structured, with very interesting opinions. I highly valued the participation of the FCA – an update delivered in an excellent way.
- I was heartened by the number of advisers who want to speak to their clients about investing sustainably. Such a positive group of people.
- A fantastic community you have created.
- Great event and energy. Best I have been too and I have been coming for a number of years.
- As always, an insightful day!
- It was excellent to have so many people in the room, from all across the supply chain.
- Julia was an excellent compere / host and kept the cadence well.
- The GMW event was first class. Really good speakers and the organisation and chairing were excellent.
Attendance Statistics:
- What was your overall impression of the event?
- 61% – Excellent
- 33% – Very Good
- How useful/informative did you find the event?
- 57% – Excellent
- 31% – Very good
SRI Services & Partners Annual Good Money Week Event October 2023
- LOVED the personal touch of Julia which was so apparent and is so motivating. Julia is passionate about this: it is not ‘just’ her business. It matters and the afternoon was therefore imaginative, and the event differentiated.
- All sessions were very good – Concept of the theory of change throughout was very thought provoking.
- Really Loved the passion and drive!
- Keep up the great work – always a thoughtful event.
- I really applaud the family engagement – so important to engage the next gen and as a mother myself, I delighted in the obvious pride her children hold for Julia and her work. Thank you and well done!
- Lots of interesting discussion of real world issues.
- Fantastic, informative and essential.
Attendance Statistics:
- What was your overall impression of the event?
- 61% – Excellent
- 37% – Very Good
- How useful/informative did you find the event?
- 47% – Excellent
- 50% – Very good
SRI Services & Partners Annual Good Money Week Event October 2022
- Julia was so good at getting people to answer questions without grand standing.
- More events like the one you have just run would be useful!
- Julia’s use of language & her questions always deep and good quality.
- It is good to hear the views of different fund managers.
- The quality of the speakers was great, they were engaging and informative.
- Many congratulations on a great event – keep up the good work!
Attendance Statistics:
- What was your overall impression of the event?
- 47% – Excellent
- 47% – Very Good
- How useful did you find the event?
- 51% – Excellent
- 35% – Very Good
Feedback from January 2021 CISI ‘Getting started in Sustainable Investment’ presentation:
- I thought Julia’s overview was excellent. What an amazing database to be able to access. The fact that it isn’t subscription based is a major plus for advisers starting out like myself. I thought this was very engaging and appreciated the way it offered a way to engage with clients meaningfully with the advisor as the facilitator. I will use the ‘deep dive to paddle’ spectrum and lipstick on a pig analogy!
- Fascinating in-depth tour of the world of sustainable and responsible investing by an accomplished practitioner.
- Brilliant webinar full of useful information and guidance. I’ll certainly be downloading the Fund EcoMarket app.
- I thought Julia showed a wealth of knowledge on her subject. It is a subject that I will raise with my fellow directors and I believe we will be looking to use her website within our process.
- Very focused, very clear explanations, slides not too busy. Highlighting the existence of the Fund EcoMarket app was great.