Industry news and views from Panacea and our partners.
SRI Services
Sustainability in Focus: SRI Services Annual Event Highlights
The latest SRI Services annual event brought together leading voices in sustainable investing to explore SDR labelling, the role of nature in investment decisions, and the investor’s place in the climate transition
SRI Services and Partners annual Good Money Week event
Join the free Good Money Week sustainable investment event on 9 October in London. The event is free to attend for advisers, planners and wealth managers and the day includes keynote speakers from the FCA and Futerra, plus expert panels on SDR labelling, nature-based investing, decarbonisation, and geopolitics. Plus networking and a drinks reception to close.
SRI: UK sustainable fund changes post SDR – half year summary
This research highlights changes in UK the sustainable, responsible and ethical fund market during the first half of 2025, when the SDR Naming and Marketing rules came into force, SDR labelling increased, portfolio labelling was paused – and geopolitics generally threw a wide range of spanners into the works.
May 2025 SRI Services & Fund EcoMarket
There continues to be a great deal going on in and around the roller coaster that sustainable investment has become... I hope you find the following of interest:
March 2025 SRI Services & Fund EcoMarket update
It has been a little while since I've been able to write a newsletter, mostly because working on the Adviser Sustainability Group report has been more time consuming than I had hoped.
SRI Services: Does the UK need a Green Taxonomy?
Yesterday I submitted an – albeit rather rushed – response to the Treasury’s consultation which essentially asked ‘whether or not the UK should have a Green Taxonomy – and if so, what might it look like?’
SRI Services: SDR fund labels: what are we seeing?
The adoption of sustainable fund labels is big news at the moment, particularly as we approach the 2 December ‘Naming and Marketing’ deadline, which require additional caution when fund managers make sustainability related comments and claims.
SRI Services & Partners Annual Good Money Week Event
SRI Services is pleased to share videos from its annual conference held in London on October 3rd, available on their blog and YouTube channel. Highlights include keynote sessions from Sacha Sadan (FCA), Mike Clark (Ario Advisory), and Mark Campanale (Carbon Tracker), as well as panel discussions on SDR, sustainability, and industry trends. Presentations by fund managers on “Leading Change” and insights from UKSIF CEO James Alexander add further depth. With excellent feedback, these recordings offer valuable information and ideas for both attendees and new viewers.
SRI Services and Fund Partners Celebrate the 16th Annual Good Money Week
SRI Services, in collaboration with 20 of their fund manager partners, hosted an event to mark the 16th annual Good Money Week at the historic Museum of London. The event brought together 250 advisers, wealth managers, and fund managers to explore the evolving regulatory landscape and share insights to help clients navigate the future of sustainable investing.
SRI Services & Partners Annual Good Money Week Event
The SRI Services and Partners annual Good Money Week event will take place on 3 October 2024 at the London Museum, offering a full day of presentations and panel sessions for financial advisers, wealth managers, and industry professionals. Keynote speaker Sacha Sadan, Director of ESG at the FCA, will address topics such as anti-greenwash regulations, sustainable asset selection, and leading change. The event runs from 10 AM to 5:30 PM, followed by drinks, and offers 6 CPD hours. Over 190 intermediaries have signed up, so registration is encouraged before reaching capacity.
SRI Services & Partners annual Good Money Week event 2024
You are invited to attend the annual 'SRI Services and Partners Good Money Week event' for financial advisers and wealth managers, held in person on October 3 at the Museum of London.
SRI Services: SDR update
As we welcome the sun putting in an appearance at long last, and before everyone heads off on their holidays, I’d like to share a few thoughts on how SDR is going, what you might expect and how to get involved.
SRI Services & Partners annual Good Money Week event 2024
It is a little early for us to publish the agenda for our annual event, which we hold during Good Money Week each year, however, we are delighted to share the following…
The FCA’s welcome Anti-Greenwash rule is now live
SRI Services is delighted to welcome the FCA’s new anti-greenwash rule which took effect on 31st May and has taken this opportunity to share a few thoughts that may help those effected by the new rule.
Navigating SDR: Implications for Advisers and Clients
In our ongoing exploration of the Sustainability Disclosure Requirements (SDR) policy statement by the Financial Conduct Authority (FCA), we have examined its foundational principles and the introduction of new fund labels for sustainable investments. Now, let's turn our attention to the practical implications of SDR for advisers and clients navigating the complex terrain of sustainable investing.
Understanding SDR - A Primer
In the ever-evolving landscape of financial regulations, the term "SDR" has been making its rounds. But what exactly does it mean, and why should advisers and clients pay attention? SDR, or the Sustainability Disclosure Requirements, is a new policy statement (PS23/16) issued by the Financial Conduct Authority (FCA) aiming to bring clarity and transparency to sustainable investments.
Decoding SDR: Unravelling the Fund Labels
In our previous article, we introduced the Sustainability Disclosure Requirements (SDR) policy statement issued by the Financial Conduct Authority (FCA) and its significance in the realm of sustainable investing. Now, let's delve deeper into one of the central aspects of SDR: the introduction of new fund labels for sustainable funds. Effective from July 31, 2024, the SDR policy brings forth four distinct labels for sustainable funds, each catering to different investment approaches and objectives.
SRI Services & Partners Good Money Week event (2023)
Following the success of last year’s conference SRI Services have booked the same beautiful venue once again for their all day, annual ‘SRI Services and Partners’ Good Money Week event on 5th October 2023 at Christ Church, Spitalfields, London.
SRI Services welcomes FCA’s landmark SDR consultation
SRI Services are delighted to welcome the publication of the FCA’s new Sustainability Disclosure Requirements (SDR) and Investment Labels consultation paper. This paper, CP 22/20, marks a major – and highly positive – turning point for retail sustainable investment. It puts clients’ needs front and centre and in so doing tackles greenwash and trust issues head on.
6 October 2022 - an invitation from SRI Services
I am absolutely delighted to be able to invite you to our annual 'SRI Services and Partners Good Money Week event', which we will be holding in person once again this year!
SRI Services & Fund EcoMarket news update
I am feeling a little light on things to celebrate right now, and the most recent IPCC report Climate Change 2022: Impacts, Adaptation and Vulnerability did nothing to lift spirits, however it is not all doom and gloom. There is certainly something positive to be said about the outpouring of support and sympathy for Ukraine. It turns out most of us do care about others (I have not cried so much in years) - which is something to hold on to at this time. As well as the personal horrors - and doubtless environmental impacts - Russia's war on Ukraine also naturally has implications for investors.
SRI Services & Fund EcoMarket news update
My last newsletter was rather on the long side, so I will keep today's message shorter (three items only) - so that you don't think it is becoming a habit!
SRI Services news round up
I will start with a few words on COP26 and other areas - but the main purpose of this email is to bring together recent regulatory activity to help you track sustainable investment related events.
FCA launches new ESG and Sustainable Investment Principles
The FCA has launched their new ‘ESG & sustainable investment principles’ today - which we have been looking forward to since first mentioned by them publicly at the 'SRI Services and Partners Good Money Week conference' last October.
SRI Services: Fund EcoMarket is now available as an App
SRI Services is delighted to announce the launch of our new Fund EcoMarket App, which is available for free both in iOS (Apple) and Android (Google etc) formats.
sriServices and Fund EcoMarket news
This edition includes links to partner events (the first of which is 10 am today - see below), numerous wonderfully diverse new articles by our (16) fund manager partners - and a great market overview / annual feature by Investment Life and Pensions Moneyfacts editor Richard Eagling.
SRI Services: Understanding Sustainable and Responsible Investment
Financial Adviser / Intermediary Training video (47 mins): an introductory overview of the sustainable and responsible / ESG investment market and how to use the Fund EcoMarket fund tool
sriServices and Fund EcoMarket news
SRI Services partners with many of the UK’s most highly respected and capable investment organisations involved in sustainable, responsible and ethical investment.
SRI Services and Partners Good Money Week event 2020 - Invitation
SRI Services and Partners' Good Money Week event sign up form has just gone 'live' on Eventbrite.