
Julia is a passionate advocate of the need for the financial services community to play its part in addressing climate change and other ESG challenges. She has been working to expand sustainable and responsible investment (SRI) since long before it was fashionable - having first become involved in the area in the early 1990’s.
She has run her own business, SRI Services, since 2010. Their focus is an extensive adviser focused but open to all ‘whole of SRI market’ fund information database and related support. The popular ‘Fund EcoMarket’ fund tool and app are free to use thanks to the support of 18 fund manager partners.
SRI Services also helps others build sustainability into their propositions through data and consultancy. She has also been a regular speaker and media commentator on this area for over two decades.
Julia 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). She is also the technical author of the PIMFA ESG Academy.
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.