Factor Investing for HNW GIA Clients: Why Structure Matters

Factor Investing for HNW GIA Clients: Why Structure Matters

High net worth clients with significant General Investment Account assets often present advisers with unique investment challenges. In this session, ebi’s Jonathan Griffiths, CFA explores the case for a unitised fund of funds approach, including the role of factor investing, integrated ESG screening and the potential tax implications of Irish domiciled funds.

Attendees will gain a practical understanding of how the fund differs from traditional market capitalisation weighted solutions, the implications of increasing market concentration, and the client circumstances for which the ebi Global Factor Funds may be suitable.

Who Should Attend

Financial advisers, and paraplanners working with high net worth clients who hold significant assets outside tax advantaged wrappers.

Learning Objectives

1. Describe how factor investing differs from traditional market capitalisation weighted investing and recognise the role of value, size, quality and momentum factors within a fund based investment approach.

2. Explain how a unitised fund of funds structure operates and understand the potential tax benefits for clients investing through a General Investment Account.

3. Assess the implications of concentration within global equity markets and understand the rationale for using a factor based approach as an alternative to market capitalisation weighted investing.

4. Identify the client characteristics and circumstances for which the ebi Global Factor Fund of Funds may be suitable.

Structured CPD Applicable. For Financial Professionals Only.

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Jonathan Griffiths, CFA, Head of Investment

Jon is Head of Investment at ebi Portfolios. Joining ebi in 2023, he has 14 years’ experience in the investment industry, including roles as an Investment Specialist within a fund manager and as an Investment Analyst within an investment consultancy.

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), CFA Institute Sustainable Investing Certificate, CFA UK Certificate in Climate and Investing, and the CFA UK Certificate in Impact Investing.