Responsible Investing Masterclass Series
Responsible Investing is an increasingly central part of advice provision. So we’re getting together with experts to help you to know your ethical from impact – and to help you put it all in to practice.
A message from our CEO, John Foley
Why responsible investing is critical for everyone’s future:
Masterclass 1 – An Introduction to Responsible Investing
Topics
Join Julia Dreblow and Sean Hawkins as they discuss:
- Ethical, sustainable, impact – what’s the difference?
- What are the key factors affecting the market?
- Regulation – what’s on the horizon?
- What should advisers be doing to meet client’s needs?
- What tools are out there to help?
Event time: Wednesday 24 February - 11am.
CPD
You’ll receive 1 hour of CPD achieving the following objectives:
- Understand the fundamentals of ethical, sustainable and impact investing
- Understand how the regulatory environment relates to responsible investing
- Understand how to meet your client’s responsible investing needs
Event Speakers
Sean Hawkins, Strategic Partnerships Manager, Ascentric
My focus is helping our users to shape and deliver their investment propositions within the wider context of their client offerings.
Working in particular with DFMs and fund managers to increase our services and product options.
Julia Dreblow – SRI Services
Julia has over 20 years’ experience specialising in sustainable, responsible and ethical investment.
Known for her passion for this area, Julia now works independently promoting this area and offering SRI tools and support mainly for the retail investment intermediary market (mainly financial advisers).
Visit SRI ServicesUseful resources
Want to know more about responsible investing? Check out these useful resources
Fund Ecomarket
Upcoming responsible investing masterclasses
In this series we’ll be joined by industry experts who’ll be sharing their insights and experience. Here’s a taste of what’s to come. Register below to join our mailing list and you'll be notified when registrations open for our next masterclass.
Masterclass 2
The Ethical Investment Spectrum
- Key issues and approaches and what to look out for
- How ethically focused fund strategies work
- How to fit these into a portfolio
Masterclass 3
The Sustainable Investment Spectrum
- Key issues and approaches and what to look out for
- How ‘sustainability' focused fund strategies work
- How to fit these into a portfolio
Masterclass 4
The Impact Investment Spectrum
- Key issues and approaches and what to look out for
- How impact focused fund strategies work and how to fit these into a portfolio
Masterclass 5
Building your Responsible Investment Proposition – a practical guide
- Raising SRI with clients
- Building and running your own proposition and picking your own funds
- Tools and outsourcing
