Julia has spent over 25 years working to help intermediaries understand sustainable, responsible and ethical (SRI) investment.
She has run her own business, SRI Services, since 2010, where the focus is the fund manager supported Fund EcoMarket fund database tool.This free to use fund tool enables advisers to research ESG strategies and match client’s personal preferences to individual fund (ESG) policies and features. After a slow start Fund EcoMarket now boasts well over 1000 users per month.
Alongside juggling teenagers and dogs her work includes consultancy, events, policy, training and media work all aimed at encouraging a greater focus on ESG and sustainability related issues. She has also recently re-joined the board of not-for-profit industry association UKSIF, having previously chaired their retail sub-committee from 2002-09.
Julia was previously the SRI Marketing Manager at Friends Provident (1996-08), having started her career as a broker consultant with NPI in 1989.
(Friends Provident (now part of Aviva) launched the UK’s first ethical funds in 1984, NPI launched their first sustainable investment funds in 1991 (now run by Janus Henderson).