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RSMR is once again hosting a free SRI seminar to coincide with Good Money Week. Entitled Responsible Investing - How you can make a difference, this will take place on the morning of Wednesday 2nd November at Mercure Leeds Parkway Hotel. With speakers from EdenTree IM, Rathbone and Kames Capital, the morning promises to provide real examples and insight into how greater implementation of SRI strategies can deliver improved performance for investors.
Places are limited. Register now by e-mailing email@example.com
The venue is Mercure Leeds Parkway Hotel, Otley Road, Leeds LS16 8AG.
Read on for a rundown of the speakers, their areas of specialisation and the topics on which they will be sharing their expertise.
Bryn is the Fixed Income Director for Rathbone Unit Trust Management, and lead manager on the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets.
Bryn is a member of the Rathbone Strategic Asset Allocation Committee, Chairman of Rathbones' Fixed Income Committee, and a member of the Rathbone Banking Committee. He has also been a guest speaker at the Euromoney Bond Conference in London, and at the Euromoney Bank Capital Conference in Amsterdam.
He appears regularly on CNBC and Bloomberg TV and was shortlisted for the Investment Week Fund Manager of the Year Awards 2011 (IMA Sterling Bond Sector) and has also been appointed as one of a select number of ethical investors to the UKSIF Impact Investing Reference Group. Bryn will be speaking on Yin and yang: delivering both investment and social returns.
Neville is Head of SRI Policy and Research at EdenTree. Before joining the organisation in 2010, Neville was Head of Governance & Ethical Investment with CCLA for 13 years, where he was responsible for developing and managing global corporate governance and proxy voting.
Neville was also Secretary to the Church of England Ethical Investment Advisory Group (EIAG) for 7 years and has also held roles as an internal auditor.
Neville will be speaking on Engaging with climate risk. Climate change is now an accepted and meaningful risk for society and the global economy. Its implications for governments, markets, companies and therefore investors will be far reaching. Neville will consider what risks and opportunities are created by this much publicised issue, why it is important to investors and clients alike, and how EdenTree’s portfolios are positioned in response.
Ryan is Head of ESG Research. He joined Kames Capital in October 2000 as an SRI analyst and was appointed to his current position in September 2002. He has 16 years’ industry experience. His role involves managing the team that conducts the ESG screening process for our Responsible Investing funds. Ryan’s team also provides corporate governance screening and research for all equity investments, and conducts research into environmental and social issues.
Before joining Kames, he worked as an environmental chemist for Severn Trent Water. Ryan has an MSc in Environmental Chemistry from Nottingham Trent University, and is a CFA charter holder.
Investors are increasingly recognizing the importance of corporate sustainability and are exploring ways to incorporate sustainability into their investment strategies. Ryan Smith will talk about how growing integration of environmental, social and governance factors can lead to stock outperformance and how sustainability is measured by both asset managers and 3rd parties. He will also outline why active management is essential to capitalizing on the sustainability “improvers” that can best maximise shareholder value.
Julia has worked in financial services since 1989 and has specialised in sustainable, responsible and ethical investment since the mid-90s. She started her career as a broker consultant at NPI and then Friends Provident, where she held the post of SRI Marketing Manager until 2008.
She is also a former director of not-for profit organisation UKSIF, where she chaired their Retail Sub Committee and helped set up what is now Good Money Week. Julia now divides her time between sustainable, responsible and ethical investment advisory work based around her sriServices website and running a fund manager sponsored SRI information hub and research tool FundEcoMarket.
Julia also writes articles as time permits - including a recent CII Thinkpiece “SRI: Environmentally, Socially and Financially Useful.” Her work was ‘Highly Commended’ in the 2015 Corporation of London Sustainable City Awards Sustainable Finance category (and again shortlisted in 2016). sriServices has also been shortlisted in this year’s Investment Week SRI research provider of the year award.
Richard has been an Independent Financial Adviser for over 25 years and with Grayside for more than 17 years. He is also a member of the Ethical Investment Association, and the UK Sustainable Finance Association.
Richard specialises in providing advice and education for individuals who wish to invest and make a positive contribution to the world we live in. In this respect he is now a published author of his book ‘Invest, Feel Good, Make A Difference’
One of his main beliefs is that you can invest ethically or environmentally and make a healthy return at the same time. He is keen therefore to show clients how they can consider including this aspect in their overall financial planning.
Stewart works closely with Ken and Graham, playing a key role in the ongoing review of our Rated Fund Service together with bespoke research for retainer clients.
Having graduated from Sheffield Hallam University with a degree in Financial Services, Stewart joined Bates Investment Services in 2000 and became part of the internal research team responsible for fund and product research, including construction of the recommended fund and product list for the company’s financial advisers. This involved face-to-face meetings with fund managers plus attendance at investment conferences and as a result he brings a wealth of knowledge to RSMR. Stewart is a keen cricketer and also enjoys a day at the races.