ESG, SRI & Impact: Navigating Sustainability for Advisers

ESG, SRI & Impact: Navigating Sustainability for Advisers

Advisers are facing increasing complexity in sustainable investing, with greater scrutiny around ESG, ongoing regulatory developments, and growing client demand for clearer evidence of real-world outcomes.

In this session, ebi’s Jonathan Simpson and Tom Ranft will explore the sustainability spectrum—from ESG and SRI through to impact investing—and outline how these approaches differ, how they can be implemented within portfolios, and how they can be communicated to clients with confidence.

Learning objectives:

1. Describe the key differences between ESG, SRI and impact investing, and recognise how the sustainable investment landscape is evolving.

2. Explain how different sustainable metrics can be used to demonstrate alignment with clients’ investment philosophies.

3. Demonstrate how to communicate sustainable investment performance to clients in a clear, fair and balanced way.

4. Identify the characteristics and themes of ebi’s Impact portfolios, and understand how real-world outcomes are measured and assessed.

60 Structured CPD Applicable. For Financial Professionals Only

Jonathan Simpson, MSci, Investment Oversight Analyst

Jonathan primarily works on the governance of ebi’s portfolio solutions, but also contributes towards the ongoing operations of the wider investment team, including providing market analysis, writing blog posts and delivering webinars.

He holds CFA UK Investment Management Certificate (IMC), the CFA UK Certificate in Impact Investing (IIC), the Certificate in Climate and Investing (CCI), the CFA Institute’s Sustainable Investing Certificate, and has passed levels 1, 2 and 3 of the CFA program.

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.