Earth Portfolio fund changes
with Jon Griffiths and Debbie Holmes of ebi

Earth Portfolio fund changes
with Jon Griffiths and Debbie Holmes of ebi

September 10th @ 11am

Join us for a member’s webinar where we’ll walk through the upcoming changes to the Earth, Earth UK Bias, and World portfolios.

Over the past year, we’ve partnered with Amundi, Europe’s largest asset manager, to enhance our portfolios with four new factor funds and a refined approach to sustainability.

These changes are designed to strengthen your investments through:

✅ Greater tax efficiency
✅ Consistent, research-led factor exposure
✅ ESG integration aligned with global standards

We’ll cover:

· What’s changing in the Earth & World portfolios
· The timescale for fund launches and platform onboarding
· Supporting resources and updated client materials
· Live Q&A with our team

Book your place

Jonathan Griffiths, Head of Investment  

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan is a CFA Charterholder and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing.

Debbie Holmes, Business Development Manager   

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.