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

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…

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.

‘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…

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

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.

Balancing ethics and returns: How behavioural finance has re-set the ESG questionnaire with Thomas Mitchell of Oxford Risk

Aligning values with investments: ESG, SRI and your clients

Aligning values with investments: ESG, SRI and your clients

Rebecca Kowalski, author of the PFS/CII spotlight course on ESG and Sustainable Finance, joins ebi to discuss the implications of the Sustainability Disclosure Regulations Policy Statement on advisers.

Join our latest SDR webinar with Sam Adams and ebi’s Jonathan Griffiths, CFA, who will unpack the key elements of SDR, and how it will affect an adviser business. Including helping advisers in developing clear and effective sustainability communications with clients.

Ashley Owen and Jonathan Griffiths, CFA, introduce ebi's new SRI portfolio suite and how it fits into its product range.