Julia is a passionate advocate of the need for the financial services community to play its part in addressing climate change and other major environmental and social challenges. She has been working to expand sustainable and responsible investment (SRI) since long before it was fashionable – having first become involved in the early 1990s.
She has run her own business, SRI Services, since 2010. Its focus is Fund EcoMarket, the ‘whole of SRI market’ fund information database tool – with related support. The website and linked app are designed to help financial services professional change the way people invest. SRI Services also helps others build sustainability into their propositions through data provision and consultancy.
Julia is the technical author of the PIMFA ESG Academy, working with TISA, and on the BSI (fund PAS) steering group, and a regular event organiser and speaker. She is also a director of the not-for-profit industry association UKSIF, who she also helped create Good Money Week (previously National Ethical Investment Week) during a previous stint on their board (2002-09).
Prior to running her own business Julia was responsible for the SRI and ethical investment area at Friends Provident, where she worked from 1996-2008.
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