15 June 2016

EIA Summer Conference 2016

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Financial Adviser Resources

Joining the EIA brings you access to a range of services, projects and people that are leading sustainable change in investment and finance. Membership of the EIA is open to all financial adviser members of UKSIF as a forum for acquiring and sharing knowledge about green and ethical investment.

Become a Member

Ethical Investment Association Events

The EIA holds regular day-long conferences for members in London and other locations. Conferences are an opportunity to further your knowledge of green and ethical investment and to share learning with fellow advisers. The EIA also holds short webinars and teleconferences on specific green and ethical investment issues and/or products.

2016 events schedule

Summer Conference, London – 15th June 2016

15 June 2016

This event is in partnership with Pictet Asset Management

Waterman’s Hall, 16-18 St. Mary-at-Hill, London, EC3R 8EF.

We are delighted to invite you to the EIA Summer Conference in London on 15 June 2016. It runs from 9.45am to 2pm, including lunch.

9.45 – 10am: Registration

10 – 10.15am: Introduction and RI news updates

10.15 – 11amPictet Asset Management session: Eric Borremans, Senior Sustainability Analyst

11 – 11.30amMorningstar session: Muna Abu-Habsa, Senior Analyst will speak about the new Morningstar ESG ratings

11.30 – 11.50am: Networking coffee break

11.50 – 12.20pmSarasin & Partners session: Paul Fairbrother, Product Specialist – Responsible Equity

12.20 – 12.50pm: Financial adviser session: Engagement with fund managers – successes, work in progress and how to get started

1 – 2pm: Free networking lunch

Some of the benefits of joining us:

  • 2.5 hours structured CPD - certificates sent to all participants.
  • Free event - all included in your UKSIF & EIA membership.
  • Free lunch - in good company! Get insider news and views.

This is an excellent chance to meet up with a lively group of like-minded IFAs, put questions directly to top SRI fund managers, swap news and views, plus get insider updates on recent developments in sustainable and responsible investment and the wider ethical issues in financial advice.

This event is free and open to non-member financial advisers and members of the Ethical Investment Association (EIA).

To register please email Ellie Stewart at

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Past events

Spring Conference, Birmingham - 12 May 2015

See event review here.

The conference was held at The Priory Rooms, a Quaker conference centre in Birmingham. Attendees heard from Schroders and Friends Life on the recent Stewardship fund changes; F&C Investments with an update on their latest news; Big Society Capital on social investment tax relief as featured in the recent Budget; CDP on their work in relation to worsening water security; and took part in an informative member-only session on the forthcoming ’Leonardo Project’ SRI Training Course for Financial Advisers being developed by UKSIF and several EU partners.

Download the full agenda here.

Winter Conference, London – 4 November 2014

The conference was held at The House of St Barnabas in Soho, an upmarket members’ club, run by an innovative charity with all profits going to employment training and support for homeless people in London. Speakers included Charity Bank, who kindly sponsored the conference, Ecclesiastical Investment Management and Word Development Movement.

Charity Bank

Carolyn Sims, Head of Banking at Charity Bank


Neville White, Head of SRI Policy & Research at Ecclesiastical Investment Management

For more information, please email

Click here to see a list of our past conferences

Ethical Investment Association on Linked In

The ‘Ethical Investment Association’ group on Linked In is a useful forum for discussion on green and ethical investment issues for financial advisers. The group is open to all financial advisers. There is a separate, ‘members-only’ group for EIA members to discuss issues more suited to a closed, member-only, forum.

Click here to access the EIA LinkedIn group

Good Money Week

Good Money Week (formerly National Ethical Investment Week (NEIW)) is the campaign to raise awareness of sustainable, responsible and ethical finance to help people make good money choices. Good Money Week aims to ensure that everyone knows they have sustainable and ethical options when it comes to their financial decisions. Good Money Week aims to support advisers in exploring sustainable and ethical options with their clients by coordinating a high-profile consumer campaign that aims to reach savers and investors who may never have considered ethical investments. Visit  for more information.

UKSIF online training course

The Online Training Course for Financial Advisers was developed in 2006. While some of the specifics may be outdated, we think it still remains a useful tool for financial advisers who want an introduction to ethical investments.

Click here to download a full PDF of the training course.


Additional Resources

The Ethical Fund Database

Available from Ethical Screening (, this free online directory of ethical funds allows you to search available funds according to ethical criteria.

Handbook of Personal Wealth Management

Former UKSIF Chief Executive Penny Shepherd contributed a chapter entitled ‘Sustainable and Responsible Investing’ to the ‘Handbook of Personal Wealth Management’ book published by Kogan Page and endorsed by the Institute of Directors. Read the chapter here: Sustainable and Responsible Investing.pdf

A free SRI hub for financial advisers.  The site includes generic SRI information for those new to this market, support with advising on SRI options, a fund database tool and a blog.

The Fund EcoMarket database and the StyleFinder adviser tools are available via the site:

Rayner Spencer Mills/sriServices ‘Adviser Guide to Sustainable and Responsible Investing’

The Guide ( offers an introduction to the SRI market,  a suggested SRI advice process and an introduction to SRI Styles. It concludes with a Rayner Spencer Mills SRI fund list classified according to sriServices Styles system.

EIRIS’s ethical money website and ethical fund directory

EIRIS’s website,, provides independent information on green and ethical finance including a free fund selection tool providing detailed information on nearly all of the green and ethical funds on the market.

Blue & Green Investor

Blue & Green Investor’s website,, is a free resource to UK investors and advisers providing information on ethical, SRI, ESG and environmental funds.

‘The Guide to Sustainable Investment 2014’ from Blue & Green Tomorrow

The Guide, available to download here, covers a brief history of ethical investment and some of the strategies which sustainable investment involves and includes commentary and opinions from a variety of industry experts.

The European SRI Transparency Code

The Code, , aims to make clear the principles and processes of specific SRI funds.