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Evidence Based Investing Evidence Based Investing

Evidence Based Investing

ebi logo
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  • 01922 472226
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  • About Us
    • Meet the Team
    • Our History
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    • Investor’s Page – Who are ebi?
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    • ebi’s industry awards
  • Services
    • Our Portfolios
      • Global Factor fund of funds
    • Adviser-Driven Technology
    • What We Offer
    • Outsourcing to ebi
    • Vantage
      • Reliance on Others or Agent as Client
      • Tolerance Based Rebalancing
      • Discretionary Fund Management
    • The Vault
    • Turnkey
    • InSight Reports
    • ebi’s Matchmaking service
  • Philosophy
    • Investment Philosophy
    • Passive Investing
    • Passive vs Active Investing
    • Evidence Based Investing
    • Factor Based Investing
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    • Emissions Calculator
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    • Impact Investing
    • Exclusion Based Investing
    • Positive Screening
    • ESG vs SRI Investing
    • Sustainable Investing
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12 events found.

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  • November 2022

  • Thu 10
    November 10, 2022 @ 10:00 am - 11:00 am

    The Impact of Inflation on Equities & Equity Factors

    Online

    This topical webinar will examine the impact of inflation on equities and equity factors. Hosted by Bernd Hanke of GSI.

  • Wed 16
    November 16, 2022 @ 2:00 pm - 3:00 pm

    What I’ve Learned About Growing Adviser Businesses from the most Successful Advisers

    Online

    Join our workshop with Sam Adams and discover what he has learned over the years from successful advisers, and how this can be used to help grow your business.

  • December 2022

  • Wed 7
    December 7, 2022 @ 10:00 am - 11:00 am

    Consumer Duty – Expectations for small to medium sized firms

    Online

    Are you ready for the new Consumer Duty regulation? The webinar is hosted by Mark Goold of the FCA, and will cover the background to the regulation, examples of good practice and is targeted at firms who advise on pensions/investments

  • January 2023

  • Thu 19
    January 19, 2023 @ 2:00 pm - 3:00 pm

    The big question for 2023: ‘How can I show value to clients?’

    Online

    Join our workshop with Sam Adams who asks the question: 'How can I show value to clients?'

  • March 2023

  • Wed 8
    March 8, 2023 @ 2:00 pm - 3:00 pm

    How can I show value to clients?

    Online

    Join our workshop with Sam Adams who asks the question: 'How can I show value to clients?'

  • April 2023

  • Tue 18
    April 18, 2023 @ 10:00 am - 11:00 am

    Insights to innovation – ‘Harnessing change for business growth’ an interview with NextGen Planners

    Online

    Next Gen Planners joins ebi's Compound Interest for an insightful chat about what it’s like building the freshest UK’s advisers community.

  • May 2023

  • Thu 25
    May 25, 2023 @ 10:00 am - 11:00 am

    Insights to innovation – Devising your marketing game plan in 2023 an interview with Phil from Yardstick

    Online

    Phil Bray from The Yardstick Agency joins ebi Compound Interest webinar series for an insightful chat about what’s needed to develop a successful marketing strategy for your business.

  • June 2023

  • Tue 20
    June 20, 2023 @ 10:00 am - 11:00 am

    How to build a successful financial planning firm in 2023 – an interview with Graham Ponting  

    Online

    How to build a successful financial planning firm in 2023 - an interview with Graham Ponting  

  • July 2023

  • Tue 18
    July 18, 2023 @ 10:00 am - 11:00 am

    Driving value and growth: Insights from Dimensional’s Global Advisor Study with Blair Anderson

    Online

    Driving Value and Growth: Insights from Dimensional’s Global Advisor Study, with Blair Anderson of Dimentional Dimensional’s Global Advisor Study captures insights from advisory and wealth management firms across the world. Join ebi and Dimensional to enhance your firm’s focus and strategy in delivering growth and value for clients. Topics to be covered include: 60 minutes of Structured CPD. For Financial Professionals Only Blair Anderson, Regional Director & Vice President at Dimensional Fund Advisers Blair Anderson…

  • Wed 19
    July 19, 2023 @ 1:00 pm - 2:00 pm

    ebi Quarter Two 2023 Update

    Online

    Wouter Sturkenboom, Chief Investment Strategist at Northern Trust will provide a macroeconomic overview followed by an asset class review and ebi portfolio update from Jonathan Griffiths, ebi’s Investment Product Manager.

  • August 2023

  • Tue 15
    August 15, 2023 @ 2:00 pm - 3:00 pm

    How factors outperform a traditional passive portfolio

    Online

    ‘How factors outperform a traditional passive portfolio’ with Mark Sodergren of Northern Trust Northern Trust’s Mark Sodergren joins ebi's Compound Interest for a discussion of factors and how they outperform a traditional passive approach. Topics to be covered include: Structured CPD Applicable. For Financial Professionals Only Mark Sodergren, Senior Vice President and Head of Quantitative Strategies at Northern Trust Mark Sodergren is a Senior Vice President and head of Quantitative Strategies at Northern Trust Asset Management. He…

  • September 2023

  • Tue 19
    September 19, 2023 @ 2:00 pm - 3:00 pm

    ESG in the Spotlight: Addressing Critics and celebrating success with Sam Adams

    Online

    ESG in the Spotlight: Addressing Critics and celebrating success webinar with Sam Adams

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