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

Take CPD

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 Services
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