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.

Register for Masterclass 3

 

A message from our CEO, John Foley

Why responsible investing is critical for everyone’s future:

Masterclass 3 – The ESG and Sustainable investing spectrum
 

Topics

Join SRI Service’s Julia Dreblow, M&G Investment’s Veronique Chapplow and Ascentric’s Sean Hawkins as they discuss the constantly evolving sector of ESG and Sustainable investing:

  • What is ESG/sustainable investing
  • Key issues and latest developments
  • What to look out for
  • How fund strategies work and how to fit these in your portfolio

Date: Tuesday 14th September
Time: 1pm-2pm

Recap

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

  • Understand what ESG and Sustainable investing is and how it differs from other areas of responsible investing
  • How ESG and Sustainable fund strategies work
  • How ESG and Sustainable funds fit into a portfolio

 

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

Véronique Chapplow, Investment Director, M&G strategies

Prior to joining M&G, Véronique was a product specialist at Zadig Asset Management and Deutsche Bank, servicing institutional equity clients specialised in the insurance sector. She has also worked as a deputy fund manager of GAM’s European Equity Funds and as an equity analyst at GAM and at NatWest where she covered the oil and gas sector.

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 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

Masterclass 2

The Ethical Investing spectrum

  • 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
View masterclass 2