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 put it all in to practice.

Register for Masterclass 4

 

A message from our CEO, John Foley

Why responsible investing is critical for everyone’s future:

Masterclass 4 – Impact investing

Topics

Join sustainable finance expert Julia Dreblow, M&G Investments’ Randeep Somel and M&G Wealth’s John Allen as they discuss how global events are changing the impact and sustainable investment landscape and how we think about investing.

  • 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: Tuesday 26 April
Time: 1pm-2pm

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

John Allen, Institutional Business Development Director, M&G Wealth

John advises businesses weather the changing commercial, regulatory, and propositional landscape. CIPs an CRPs are high on his agenda as well as driving cost out of portfolios and processes.

 

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).

Upcoming 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

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

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 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