A message from our CEO, John Foley
Why responsible investing is critical for everyone’s future:
Masterclass 4 – Impact investing
Event update: Due to unforseen circumstances we are postponing the Impact Investing webinar which was due to take place on Thursday 21 October. We’ll be announcing a new date soon. If you’ve already registered for the event we’ll be in touch to let you know about the new date.
Topics
Join SRI Services' Julia Dreblow, M&G Investments' Randeep Somel and Ascentric’s Sean Hawkins as they discuss:
- What is Impact investing?
- Key issues and latest developments
- What to look out for
- How fund strategies work and how to fit these in your portfolio
Date: TBC
Time: TBC
Register now
You’ll receive 1 hour of CPD achieving the following objectives:
- Understand what Impact investing is and how it differs from other areas of responsible investing
- How Impact fund strategies work
- How Impact funds fit into a portfolio
Event Speakers
Sean Hawkins, Strategic Partnerships Manager, M&G Wealth
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).
Randeep Somel, Fund Manager, M&G Investments
Randeep launched the Climate Solutions Fund in November 2020 and is part of the Equity Impact Committee. He joined the Select team in 2019 as Associate Portfolio Manager of Positive Impact, Global Select, and Pan European Select. Before this, Randeep was Deputy Manager of Global Recovery Fund (2017-2019) and had previously worked as a dedicated analyst, and Deputy/Fund Manager of Global Basics, Managed Growth and Vanguard Precious Metals funds & Mining (since 2008).
Useful resources
From Ethical to impact – getting started in Responsible Investing
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 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
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
Masterclass 3
The ESG and Sustainable investing spectrum
- 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