Data Not Date: Exploring Approaches to Portfolio Rebalancing

Data Not Date: Exploring Approaches to Portfolio Rebalancing

Join us for this webinar where Business Development Manager Tom Ranft and Head of Investment Jonathan Griffiths will provide an overview of the different approaches to portfolio rebalancing, and the results of ebi’s long-term rebalancing data study.

Learning Objectives:

1. Understand the differences between calendar-based rebalancing and tolerance-based rebalancing.

2. Gain knowledge of the results of ebi’s long-term rebalancing study, comparing a range of different approaches to rebalancing.

3. Understand how a tolerance-based rebalancing approach can potentially lead to superior returns over the long-run.

Structured CPD Applicable. For Financial Professionals Only

Tom Ranft – Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise. Other than his interest in financial markets Tom has a keen interest in Rugby still playing for local teams in London where he is based.

Jonathan Griffiths, CFA, Head of Investment

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