Advisers Archives - SRI Services

'Adviser Sustainability Group' Terms of Reference and member names published

Published on: 05/03/2024

I am delighted to report that we can now share both the Terms of Reference and the names of the…
Read Article
Appointment to Vice Chair of new working group for financial advisers

Published on: 16/01/2024

We are delighted to report that Julia Dreblow has been appointed Vice Chair of the FCA's new industry led Adviser's…
Read Article
FCA Financial Lives survey shows - yes - growing interest in ESG

Published on: 13/09/2023

July 2023 saw the publication of the FCA's 2022 Financial Lives Survey, which I have 'cherry picked' some key numbers…
Read Article
Professional Adviser article - Whistle stop tour of sustainability disclosure requirements

Published on: 14/11/2022

Why SDR should not play second fiddle to Consumer Duty Julia Dreblow 11 November 2022• 4 min read The Financial…
Read Article
FT Adviser article - will SDR confine greenwash to history

Published on: 14/11/2022

Published in FT Adviser 8 November 2022 By Julia Dreblow It was a huge relief when I learned the sustainability disclosure…
Read Article
London Climate Week - (free) Excel event tickets - 28 & 29 June

Published on: 15/06/2022

London Climate Week event on 28 & 29 June I happily agreed to become involved with a major London…
Read Article
Data sharing with Fidelity platforms

Published on: 08/02/2022

I am delighted to report that in line with our core aim of 'helping to change how people invest' we…
Read Article
SRI Services response to FCA SDR and labels discussion paper DP21/4

Published on: 17/01/2022

I am delighted to share our response to the FCAs recent 'Sustainability Disclosure Requirements (SDR) and investment labels' discussion paper.…
Read Article
Sustainable investment 4,3,2,1

Published on: 10/12/2021

As you are reading this post you may well know that I have spent nearly 30 years working in sustainable,…
Read Article
What recent sustainability developments may mean for financial advisers

Published on: 10/11/2021

I have been asked to comment a number of times recently on what I think the recent regulatory announcements might…
Read Article
SRI Services & Partners Good Money Week event 2021

Published on: 18/09/2021

We are delighted to invite you to sign up to our annual event which is being held in two parts…
Read Article
Six Monthly Fund EcoMarket user report - exploring sustainable investment trends.

Published on: 13/07/2021

This information relates to Fund EcoMarket user activity from 1 January - to 30 June 2021 Key findings: Use of…
Read Article
'Stick or Twist' - our recent Investment Life and Pensions Moneyfacts article

Published on: 18/05/2021

This blog shares the text of an article I recently wrote for Investment Life and Pensions Moneyfacts which they kindly…
Read Article
New Fund EcoMarket brochure available for download

Published on: 13/04/2021

I am delighted to be able to share our new (A4) downloadable & printable Fund EcoMarket brochure... Download Fund EcoMarket…
Read Article
ESG: More Than a Protest - Citywire infographic and article

Published on: 08/03/2021

I love this clever infographic New Model Adviser editor William Robins and the Citywire team have created out of a…
Read Article
SRI Services & Fund EcoMarket February 2021 newsletter

Published on: 23/02/2021

Here is the link to our most recent newsletter - published yesterday. To subscribe to our newsletter please sign…
Read Article
Intelligent Partnership estate planning guide - SRI thoughtpiece

Published on: 10/02/2021

A big thank you to Intelligent Partnership for sending me a lovely, smart version of the brief 'Thought Leadership' piece…
Read Article
Fund EcoMarket roundup and top 100 searches in 2020

Published on: 06/01/2021

Happy New Year… I very much hope you and yours are well and coping with the situation we find…
Read Article
SRI Services & Partners Good Money Week 2020 event videos now live!

Published on: 28/10/2020

I am delighted to report that we have just loaded the videos from our first ever online 'SRI Services and…
Read Article
Fund EcoMarket changes - New Styles and Subfund data

Published on: 24/09/2020

Over the last six months we've been working on a number of pretty major changes to Fund EcoMarket. App The…
Read Article
Keynote speaker announced for 21 October SRI Services and Partners event

Published on: 02/09/2020

SRI Services and Partners annual ‘Good Money Week’ ‘virtual’ event - 21 October 2020 I am delighted to announce that…
Read Article
Searches for ESG funds increase rapidly - with sustainability issues dominating

Published on: 02/07/2020

Usage of the adviser friendly sustainable investment fund database ‘Fund EcoMarket’ increased sharply over the last six months. Fund EcoMarket…
Read Article
Adviser training video

Published on: 18/05/2020

In the spirit of #BuildBackBetter this is me sharing a #Sustainable and #ResponsibleInvestment training video I recently put together for…
Read Article
Covid and the Future of ESG - Money Marketing Interview

Published on: 24/04/2020

Just published - Justin Cash, Editor of Money Marketing interviews Julia Dreblow of SRI Services on 'Covid and the future…
Read Article
21 October 2020 'SRI Services & Partners' annual event registration

Published on: 08/04/2020

In the hope and expectation that some kind of normality will have returned by October I am pleased to say…
Read Article
Top Fund EcoMarket Filter Searches in 2019

Published on: 06/01/2020

The following list is of the top individual filter searches carried out on Fund EcoMarket from 1 January to 31…
Read Article
Understanding Greenwash

Published on: 13/11/2019

Recent media coverage, generated in part in response to a recent report by SCM*, indicates that greenwash fears are growing…
Read Article
New 'Find An Adviser' Map added to Fund EcoMarket

Published on: 08/11/2019

Although this fund tool is intended mainly for use by financial services intermediaries you may be aware that we have…
Read Article
FCA Feedback Statement on Climate Change and Green Finance

Published on: 18/10/2019

The FCA issued the following important and welcome statement and linked report this week (16 October 2019). This, in my…
Read Article
More than a third of pension schemes considering appointing IFA - XPS. (So be informed about ESG!)

Published on: 17/10/2019

The news that a third of XPS pension schemes either have an IFA or are likely to be looking…
Read Article
SRI Services & Partners event roundup

Published on: 14/10/2019

With another Good Money Week just ended I am delighted to share the news that our event last week appears…
Read Article
SRI Services & Partners event – 9 October 2019, London

Published on: 30/08/2019

If you are a financial services intermediary who would like to know more about retail ESG, SRI, sustainable and ethical…
Read Article
Woman of the Year Award - Finalist

Published on: 13/06/2019

Women in Financial Advice Awards 2019 I am delighted to have been informed that I am a Finalist in this…
Read Article
SRI fund tool filter searches May 2019

Published on: 10/06/2019

May 2019 saw the increase in use of Fund EcoMarket continue, with 1200 'unique users' carrying out 3177 'clicks'…
Read Article
MiFID ii - ESG & Sustainability upgrade

Published on: 24/05/2019

This has been a long time coming, but happily ESMA has recently (3 May 2019) published the reports that start…
Read Article
Three new videos now live - Introducing Fund EcoMarket, SRI & SRI Jargon

Published on: 14/04/2019

After working out that recording 'live' videos is not in fact a walk in the park... I am delighted to…
Read Article
SRI Services response to ESMA Consultation Paper ‘On Integrating sustainability risks and factors into MIFID II’

Published on: 21/02/2019

SRI Services was delighted to have had the opportunity to respond to the ESMA Consultation Paper ‘On Integrating sustainability risks…
Read Article
Sustainable Finance Initiative - MiFID II suitability requirements - feedback requested

Published on: 08/06/2018

EU proposals to include ESG as part of investment and advice processes. 20 June 2018 Update: Our published response can be found…
Read Article
Green Finance Taskforce report

Published on: 10/04/2018

The Green Finance Taskforce published a highly significant (100 page) report on 28 March 2018. The report, which aims to help accelerate 'green…
Read Article

See our latest News below

Sign up to our newsletter today