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.
Less than 1% of global investment in forestry has been directed to Europe, but this is starting to change, says Paul McMahon
CircuLab will serve as an innovation hub for the company’s research
Held roles at JOHCM, Newton Investment Management and Federated Hermes
New role created at the regulator
According to the Amundi Emerging Market Green Bonds Report 2024
Conventional strategies such as ESG integration and divestment ‘don’t confront the broader economic damage of rising emissions’
