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 2 – The Ethical Investing spectrum
 

Topics

Join SRI Service’s Julia Dreblow, King and Shaxson’s Craig Hart and Ascentric’s Sean Hawkins as they discuss the constantly evolving sector of Ethical Investing:

  • What is Ethical investing and how is it developing?
  • Key issues and approaches
  • What should you be looking out for
  • Getting under the bonnet - how Ethically focused  fund strategies work and how to fit these into a portfolio

Event time: Wednesday 14th April - 11am

Catch-up

You’ll receive 1 hour of CPD achieving the following objectives:

  • Understand what ethical investing is and key developments
  • Understand the criteria involved in Ethical investing and
  • How Ethical investing can be part of your client’s portfolio


 

Catch up

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

Craig Hart, Client Relationship Manager, King and Shaxson

Craig has 30 years’ experience of financial markets, covering various roles. Having joined King & Shaxson’s Corporate Bond Dealing desk in 2010, he joined their Ethical Fund Management team in 2012 with a focus on the Platform proposition.

He believes investing in companies that are challenging and changing historic practices and making the world a better place is not only the right thing to do, it’s now the norm.

Useful resources
 

Fund Ecomarket

  

Julia's Fund Ecomarket site

Catch up on our first masterclass

  

Introduction to Responsible Investing

From Ethical to impact – getting started in Responsible Investing

  

Read our getting started in responsible investing article

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 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 pickng your own funds
  • Tools and outsourcing

Previous Masterclasses

Catch up on our previous masterclasses
 

Masterclass 1

From ethical to impact: Getting started in responsible investing

  • The fundamentals of responsible investing
  • How the regulatory environment relates to responsible investing
  • How to meet your client’s responsible investing needs
View masterclass 1