ebi Quarter Four 2024 Update

ebi Quarter Four 2024 Update with Jonathan Griffiths, CFA and Debbie Holmes of ebi

Jonathan Griffiths CFA and Debbie Holmes at ebi will provide a quarter 4 macroeconomic overview followed by an asset class review and ebi portfolio update.

We will discuss:

• Qtr 4 macroeconomic overview
• Asset class overview
• Factor performance overview
• ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Jonathan Griffiths, CFA, Investment Product Manager at ebi

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.