ebi Quarter Three 2024 Update

ebi Quarter Three 2024 Update with Jonathan Griffiths and James Fouche of ebi

Jonathan Griffiths CFA and James Fouche at ebi will provide a quarter 3 macroeconomic overview followed by an asset class review and ebi portfolio update.

We will discuss:

• Qtr 3 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.

James Fouche, Account Manager

James is ebi’s Account Manager having joined 2022. James is skilled at articulating complexity into simplicity and 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 their members. He has an accounting undergraduate degree and an advanced Post Graduate Diploma in Investment Planning.