IIA Roadshow – Manchester


New for this year we are launching a more intimate regional event in Bristol.

This is an exclusive opportunity to hear from our Academy speakers and discuss current sustainable investing topics ahead of November’s main event.

Capacity is limited to 25 advisers so grab your ticket now!

Speaker topics:

Engagement 2.0: Why, how and what engagement can do for investors.

Speaker: Matthew Jennings (Director, Sustainable Investing, Fidelity)

Synopsis: As an active investment manager, we believe that engagement with businesses is a crucial way to drive change, rather than exclusion. In this session, Matthew Jennings explains how engagement leads to a deeper understanding of their ESG approach and to help improve their management and awareness of sustainability issues, and ultimately should result in better long term returns for investors.

Evidencing output: Understanding meaningful metrics  

Speaker: Beth Goldsmith (Senior Responsible Investment Manager, Royal London)

Synopsis: Sustainable investing has always been complex as has the considerations when evaluating companies. What are the key data points you should consider for a cleaner, healthier, safer and more inclusive society?

In this short presentation, Beth Goldsmith, Senior Responsible Investment Manager, will provide examples of what meaningful metrics look like and explain the process that leads to better sustainable outcomes for clients.

The SDG Reckoner – is progress being made?

Speaker: Ben Constable-Maxwell (Head of Impact Investing, M&G Investments)

Synopsis: M&G Investments shall share some of its proprietary work and insights around the Sustainable Development Goals, the progress being made ahead of the 2030 target and the role impact investing has to play in aligning capital to the companies and solutions aiming to address these 17 goals.

Join us for this inspiring morning as together we will energise the change required to meet the needs of sustainable investors in the coming years.

Please note this event is for financial advisers and fund selectors only.


The Mere Golf Resort & Spa, WA16 6LJ


Jun 22 2023


9:30 am - 1:00 pm


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