PIMFA
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Join us on 30 November to discuss sustainable investment related compliance essentials for intermediaries.
Our speakers will be Lee Coates and Julia Dreblow, both stalwarts of the sustainable investment community for over two decades. Lee and Julia are both members of the FCA’s Disclosures and Labels Advisory Group (DLAG) which contributed to the design of the SDR consultation paper.
Having both worked in the intermediary space for their entire careers they are perfectly placed to help you understand what is changing, what is set to change in future and how you should be responding. The focus of the event will be on the practicalities of bringing this into your business, in a compliant and forward looking manner.
Date: 30 November
Time: 10:00 – 11:00
Online
FREE to attend
More about Julia Dreblow
Julia has specialised in sustainable and responsible investment (SRI) for nearly three decades. She is a passionate advocate of the need for investors to pay far more attention to sustainability – believing that it is not only necessary, but financially sound and what many clients want.
Julia has run her own business, SRI Services, since 2010. SRI Services is primarily focused on helping retail financial services professionals to build sustainable investment into their businesses. Their focus is the open to all, ‘whole of SRI market’, Fund EcoMarket database tool – which is free to use thanks to fund partner support.
Julia is on the FCA’s Disclosure and Labels Advisory Group (DLAG) – helping shape the SDR. She is also the technical author of the British Standards Institution’s Fund PAS (BSI PAS 7342) which is due to publish in late 2023. Julia is also the lead author of the PIMFA ESG Academy.
Awarded ‘Best Sustainable & ESG Support Provider’ by Investment Week in 2021 their work is specialised but diverse, inducing working closely with B2B and D2C fund platforms and portfolio providers. Julia is also a regular conference speaker, media commentator and award judge.
Julia previously ran the sustainable investment area in Friends Provident (1996-2008), having first become involved in sustainable investment at NPI in 1991 (now respectively part of Aviva and Janus Henderson). She has previously served three (non-consecutive) terms as a director at industry not-for-profit UKSIF.
