ESG, SRI & Impact: Navigating Sustainability for Advisers

On-demand webinar

This webinar has now taken place. Watch the recording below at a time that suits you.

About this webinar

Sustainability is an increasingly common part of client conversations, but the terminology can be difficult to navigate. Advisers may need to explain the differences between ESG, SRI and impact investing, as well as the evidence available when clients ask whether their investments are making a measurable difference.

In this on-demand webinar, Jonathan Simpson, Investment Oversight Analyst at ebi, and Tom Ranft, Business Development Manager, examine the sustainable investing landscape. They explain how ESG, SRI and impact investing differ, how these approaches can be implemented within portfolios and how advisers can discuss the available evidence and investment performance with clients.

Learning objectives:

1. The differences between ESG, SRI and impact investing, and how the regulatory and market landscape is evolving

2. How sustainable-investment metrics can help advisers assess alignment with a client’s stated investment philosophy

3. How to communicate sustainable-investment performance clearly and fairly without overstating outcomes

4. The characteristics and investment themes of ebi’s Impact portfolios, including how associated real-world outcomes are measured and assessed

For Financial Professionals only.

Downloadable Resources

Earth product profile
SRI Product Profile
Core ESG Product Profile
Impact Product Profile
Spectrum of Sustainable Investing Infographic

Speaker Biographies

Jonathan Simpson, MSci, Investment Oversight Analyst

Jonathan primarily works on the governance of ebi’s portfolio solutions, and also contributes to the firm’s wider market commentary, including providing market analysis, writing blog posts and delivering webinars.

Visit Jonathan’s meet the team page

Tom Ranft, Business Development Manager

Tom is responsible for introducing ebi to advisers across his regions, London and South East. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise.

Visit Tom’s meet the team page

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This webinar was recorded on 18 June 2026. References to legislation, taxation and regulation reflect the position at the time of recording.