MASTERCLASS IN SUSTAINABLE FINANCE RETAIL FINANCIAL SERVICES - By the Public and Third Sector Academy for

Page title MASTERCLASS IN SUSTAINABLE FINANCE RETAIL FINANCIAL SERVICES By the Public and Third Sector Academy for Sustainable Finance (P3S Academy) at the University of Oxford 1 Sustainable Finance Masterclass in Retail Financial Services Masterclass in Sustainable Finance - Retail Financial Services ABOUT: Retail investors and savers make up a considerable part of the global financial market, in. [...] policymakers, regulators, and civil society actors) with an understanding DIRECTOR: of the retail market for sustainable finance and John Ditchfield, Chairman and Co- investment, the state of the market (globally but with a Founder, Impact Lens particular reference to the UK and EU), and reflect on John Ditchfield is a prominent advisor the opportunities to enhance the market so it can work in env. [...] Course participants will gain an of the Ethical Investment Association understanding of the recent Financial Conduct Authority (EIA), Director of UKSIF, and Head (FCA) Sustainability Disclosure Requirements and the of Responsible Investment at Helm likely impact of the new labelling regime. [...] As the Director of Harmonic Financial DATES: Planning, he manages a £100 million portfolio for private clients, trusts, and Session one, History and Development of the corporate accounts, prioritising ethical Sustainable Finance Industry and environmental investments. [...] 3 Masterclass in Sustainable Finance - Retail Financial Services MASTERCLASS SYLLABUS Session one • History and development of the market- key terms and concepts • The scale of the retail market and how this differs from private market activity • Introducing fund and investment products- OEICs, Investment Trusts and SICAVs Session two • Regulation and the impact of regulation on the retail advice.