Beyond Active vs Passive: Is there a Goldilocks solution

Beyond Active vs Passive: Is there a Goldilocks solution?

Ashley Owen and Jonathan Simpson discuss how factor investing finds the sweet spot between active and passive investing.

We will discuss:

1: Outline the differences 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 to deliver 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 Simpson, Investment Support Analyst

Jonathan works as an Investment Support Analyst in the Client Relations team, focused on providing assistance to clients with ongoing queries. He also contributes to the Investment Team, where he writes market commentaries and blogs, and carries out ongoing investment analysis.

He holds the CFA UK Investment Management Certificate (IMC), has passed the CFA Level 1 exam and is currently a CFA Level 2 candidate