A Quick Guide To Responsible Banking and Investing

Where an organisation’s money is banked, saved and invested can have a significant environmental and social impact, but is often not considered within the area of sustainability management.  Sign up this lunch time webinar run by PECT’s green business accreditation programme, Investors in the Environment, to hear from Dan Sherrard-Smith, Founder & CEO of MyMotherTree.com, the world’s first money carbon calculator, and Emily Petersen, Portfolio Director with a focus on Sustainability and Impact at Cazenove Capital, who will cover the following:


– what is sustainable finance and why is it important to meet your ambitions

– how to work out what good looks like in terms of your existing providers

– what makes a great responsible finance policy

– top tips to create change.


Dan Sherrard-Smith is the founder and CEO of MotherTree. Their mission is to make it easy for values-led organisations to reduce carbon emissions and save money. They focus on pensions, banks and bills.

Before launching MotherTree, Dan was on the founding team of Look After My Bills, which saved the UK public £127m and achieved the best-ever deal on Dragons’ Den.


Emily is a Portfolio Director, responsible for managing sustainable investment portfolios for Families, Universities and Charities. She is one of the firm’s sustainability leads, a member of the Cazenove Capital Impact Committee and was a 2022 Women in Investment Awards Finalist. She has completed the Cambridge Institute for Sustainability Leadership Sustainable Finance course and Chartered Institute of Securities and Investment Diploma. Emily is a trustee of a homelessness charity in East London.



Event information