Beyond Active vs Passive: Is there a Goldilocks solution

Beyond Active vs Passive: Is there a Goldilocks solution?

The rapid rise of AI-driven innovation has reshaped markets, but with it comes significant volatility. How can investors navigate these turbulent waters without getting caught in the extremes of active vs passive investing.

Join Ashley Owen and Jonathan Griffiths, CFA as they explore how a factor-based investing approach may provide a smoother, more resilient investment journey—capturing market opportunities while managing risk.

We will discuss:

1: Outline the difference between active and passive investing.

2: To describe the historical and academic evidence in support of factor-based investing.

3: To explain how ebi incorporates a factor-based approach with the aim of delivering the best possible outcomes for investors.

Structured CPD Applicable. For Financial Professionals Only

Ashley Owen Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management, both in the channel islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships. 

Jonathan Griffiths, CFA, Investment Product Manager

Jon is an Investment Product Manager at ebi Portfolios. Joining ebi in 2023, he has over 10 years’ experience in the investment industry, including roles as an Investment Specialist within a fund manager and as an Investment Analyst within an investment consultancy.

Jon is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients.

Jon holds the CFA UK Investment Management Certificate (IMC), the CFA Institute Certificate in ESG Investing, the CFA UK Certificate in Climate and Investing, and the CFA UK Certificate in Impact Investing.