Evidence Based Investing

Introduction to ebi's SRI Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi
2024-03-14 13:00 - 14:00 (Europe/London) | Online
Introduction to ebi’s SRI Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi

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

Learning objectives:

1. How SRI meets the EU Paris-Aligned requirements.2. Exploring ESG screening methodologies, including best-in-class and exclusionary approaches3. Understanding how SRI fits within the spectrum of sustainable investing.

60 minutes of Structured CPD. For Financial Professionals Only

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Ashley Owen, Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered. Ashley has a background in investments and wealth management, both in the channel islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.

Jonathan Griffiths, CFA, Investment Product Manager at ebi

Jonathan is responsible for investment research and analysis, communicating information on ebi’s portfolio suite, and providing investment solutions to clients. Jonathan 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) and the CFA Institute Certificate in ESG Investing.

Stories that resonate: SDR, sustainability and successful client engagement
2024-02-27 14:00 - 15:00
Stories that resonate: SDR, sustainability and successful client engagement

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.

Topics to be covered include:

1. Understanding SDR and the labelling regime

2. Understanding how SDR will impact your business on a day-to-day basis.

3. Developing successful strategies for communicating sustainability with clients

Structured CPD Applicable. For Financial Professionals Only

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Sam Adams, Consultant at ebi Portfolios

Samuel Adams joined ebi’s board as a Non-Executive Director in September 2020, bringing a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously, Sam started Dimensional’s Financial Advisor business in the UK & Europe, leading it for 10 years. In 2016 he founded Vert Asset Management, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading ebi’s charge into the adoption of sustainable and ESG investing, and aiding in delivering this philosophy to advisers and investors.

Jonathan Griffiths, CFA

Jon is an Investment Product Manager at ebi Portfolios. Joining ebi in 2023, he brings with him 10 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.

'Labels to enable' - SDR and what it means for advisers with Rebecca Kowalski
2024-01-23 14:00 - 15:00
‘Labels to enable’ – SDR and what it means for advisers with Rebecca Kowalski

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.

Learning Objectives:

Understand and explain the four sustainable investment labels.

Identify how to apply the SDR rules to the products you currently use across the spectrum of capital.

Recognise the role of the IFA in the new sustainable investment landscape.

Review any risks and opportunities sustainable investing and ESG offers to your business, including navigating anti-greenwashing rules.

Identify how the profession can be part of positive change.

Structured CPD Applicable. For Financial Professionals Only

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Rebecca Kowalski – Director of Overstory Finance

Rebecca’s 25 plus year stint in Financial services has included roles as an Adviser, Paraplanner, Operations Manager, Compliance officer and latterly as Director of her own Sustainable Finance Consultancy – Overstory Finance. She is a Chartered Financial planner, Fellow of the PFS, has the CFA Certificate in ESG and achieved three Paraplanner of the Year awards for the CISI, PFS and Professional Adviser Awards respectively. She was proud to win the Nextgen Planner Impact Award in 2022.

ebi Quarter Four 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi
2024-01-17 13:00 - 14:00
ebi Quarter Four 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi

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.

Topics to be covered include:

Qtr 4 macroeconomic overview

Asset class overview

Factor performance overview

Structured CPD Applicable. For Financial Professionals Only

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Aligning values with investments: ESG, SRI and your clients
2023-11-30 16:00 - 17:00
Aligning values with investments: ESG, SRI and your clients

Join us for an insightful webinar that will delve into the diverse realm of sustainable investing, shedding light on the differences between ESG and SRI strategies. This session aims to empower advisers with the knowledge to discuss their clients’ values and preferences for sustainable investing.Gain insights into investment solutions and learn effective techniques for presenting them to your clients.Don’t miss out on this opportunity to enhance your expertise in sustainable investment practices.

Topics to be covered include:

Understand the different sustainable approaches to investing and distinguish between them

Learn how to effectively interpret the values, priorities, and preferences of investors when it comes to sustainability within their investments

Improve knowledge of the available solutions for different client segments.

Structured CPD Applicable. For Financial Professionals Only

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Balancing ethics and returns: How behavioural finance has re-set the ESG questionnaire
2023-10-17 14:00 - 15:00
Balancing ethics and returns: How behavioural finance has re-set the ESG questionnaire with Thomas Mitchell of Oxford Risk

Helping you understand your clients sustainability stance with a practical deep dive into Oxford Risk’s ESG fact finding questionnaire.

Topics to be covered include:

Learn how ebi defines the sustainable investing spectrum.

Understanding the behavioural finance data that underpins the Oxford Risk questionnaire.

Hints and tips on delivering a sustainability questionnaire.

Discover where the ebi solutions sit on the sustainability spectrum.

Structured CPD Applicable. For Financial Professionals Only

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ebi Quarter Three 2023 Update
2023-10-11 13:00 - 14:00
ebi Quarter Three 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi

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.

Topics to be covered include:

Qtr 3 macroeconomic overview

Asset class overview

Factor performance overview

Structured CPD Applicable. For Financial Professionals Only

Register Here

Wouter Sturkenboom, CFA, Chief Investment Strategist at Northern Trust

Wouter Sturkenboom, CFA, CAIA, is chief investment strategist for EMEA and APAC at Northern Trust. He is also a member of the Interest Rate Strategy Committee and Investment Policy Committee.As chief investment strategist for EMEA and APAC, Wouter is responsible for formulating the regional asset allocation views, putting those views in a global context and communicating the firm’s opinions to our clients. These responsibilities include participation on the Capital Market Assumptions Working Group that produces Northern Trust’s Five-Year Capital Market Outlook.

Jonathan Griffiths, CFA, Investment product manager

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) and the CFA Institute Certificate in ESG Investing.

ESG in the Spotlight: Addressing Critics and celebrating success with Sam Adams
2023-09-19 14:00 - 15:00
ESG in the Spotlight: Addressing Critics and celebrating success with Sam Adams

A balanced perspective on ESG investing, addressing critics’ concerns, and celebrating ESG success stories.

Topics to be covered include:

Common criticisms and misconceptions surrounding ESG investing

The tangible benefits and value creation potential of ESG integration in investment strategies

Real-world success stories of companies and funds that have implemented ESG practices effectively.

How ESG factors can help identify and mitigate risks

The importance of engaging stakeholders

What does the future of ESG investing hold?

Structured CPD Applicable. For Financial Professionals Only

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Sam Adams, Consultant at ebi Portfolios

Samuel Adams joined EBI’s board as a Non-Executive Director in September 2020, bringing a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously, Sam started Dimensional’s Financial Advisor business in the UK & Europe, leading it for 10 years. In 2016 he founded Vert Asset Management, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading EBI’s charge into the adoption of sustainable and ESG investing, and aiding in delivering this philosophy to advisers and investors.

How factors outperform a traditional passive portfolio
2023-08-15 14:00 - 15:00
‘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:

Passive vs Active – what does the evidence tell us?

What are factors? – A brief history

How factors outperform a traditional market portfolio

Factors beyond Dimensional’s 3 factor model/approach

Structured CPD Applicable. For Financial Professionals Only

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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 responsible for the implementation and management of several quantitative equity strategies. Mark manages active and engineered equity strategies within the large cap global and domestic space. Mark has a specialization in managing sustainable investing strategies, and is a member of our global sustainable investing resource.

ebi Quarter Two 2023 Update
2023-07-19 13:00 - 14:00
ebi Quarter Two 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi

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.

Topics to be covered include:

Qtr 2 macroeconomic overview

Asset class overview

Factor performance overview

Structured CPD Applicable. For Financial Professionals Only

Register Here

Wouter Sturkenboom, CFA, Chief Investment Strategist at Northern Trust

Wouter Sturkenboom, CFA, CAIA, is chief investment strategist for EMEA and APAC at Northern Trust. He is also a member of the Interest Rate Strategy Committee and Investment Policy Committee.As chief investment strategist for EMEA and APAC, Wouter is responsible for formulating the regional asset allocation views, putting those views in a global context and communicating the firm’s opinions to our clients. These responsibilities include participation on the Capital Market Assumptions Working Group that produces Northern Trust’s Five-Year Capital Market Outlook.

Jonathan Griffiths, CFA, Investment product manager

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) and the CFA Institute Certificate in ESG Investing.

Driving value and growth: Insights from Dimensional’s Global Advisor Study with Blair Anderson
2023-07-18 10:00 - 11:00
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:

Insights from the study – how are high performing firms driving growth?

How do UK firms compare to their global peers?

Understanding what high performing firms do around their investment proposition.

Setting a growth strategy for your firm.

Delivering value to your clients.

60 minutes of Structured CPD. For Financial Professionals Only

Register Here

Blair Anderson, Regional Director & Vice President at Dimensional Fund Advisers

Blair Anderson is a Regional Director and Vice President in Dimensional’s Practice Management group.

Based in the London office, Blair helps financial advisors implement strategies and top practices in pursuit of growth, improved profitability and success. He focuses on business planning, operations, the client experience, human capital, business growth and succession planning.

How to build a successful financial planning firm in 2023 - an interview with Graham Ponting
2023-06-20 10:00 - 11:00
How to build a successful financial planning firm in 2023 – an interview with Graham Ponting

Graham Ponting founded Clearwater Wealth Management back in 2008, which has grown into a successful financial planning firm. Graham will chat with Ashley on his journey within the industry and the successes and challenges he has faced.

Graham will discuss:

What advice he would he give to someone starting a new business today.

What an adviser should focus on, and what not to focus on in the early years.

How he has incorporated Consumer Duty within Clearwater.

The challenges he has faced building a one adviser firm and how he overcame them.

Why he chose an evidence based philosophy, and how its enabled him to spend more time with clients.

60 minutes of Structured CPD.

For Financial Professionals Only

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Graham Ponting CFP Chartered CISI Chartered Financial Planner, founder of Clearwater Wealth Management LLP

Graham Ponting has over 35 years’ experience in financial services, having worked for two major specialist life offices; been life and pensions manager for a prestigious firm of chartered accountants; and a director of a London firm of financial advisers. Graham has run his own successful practice since October 1991, forming Clearwater Wealth Management LLP in January 2008.

Insights to innovation – Devising your marketing game plan in 2023 an interview with Phil from Yardstick
2023-05-25 10:00 - 11:00
Insights to innovation – Devising your marketing game plan in 2023 an interview with Phil from Yardstick

Phil Bray from The Yardstick Agency joins ebi Compound Interest webinar series to discuss creating a winning marketing strategy.

Talking points:

‘In house’ marketing strategy vs outsourced

Digital marketing vs referrals

Where to start when starting from scratch

Leveraging AI/Chat GPT for your marketing

Avoid marketing plan mistakes

Capturing the right web traffic

Structured CPD Applicable.

For Financial Professionals Only

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Phil Bray, Founder & Director of Yardstick

Now in his third decade in financial services, Phil’s experience spans advising, compliance and marketing.

Phil brings this unique mix of knowledge and experience to all Yardstick clients. He’s long held a dream of providing truly high-quality marketing options to financial advisers and planners, brokers and providers.

Insights to innovation – 'Harnessing change for business growth’ an interview with NextGen Planners
2023-04-18 10:00 - 11:00
Insights to innovation – ‘Harnessing change for business growth’ an interview with NextGen Planners

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

Topics to be covered include:

Insights from innovative financial planners

Top 5 mistakes business owners make

How to add value to clients

Importance of having a community to support you

Structured CPD Applicable.

For Financial Professionals Only

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Rohan Sivajoti, Director & Head of Innovation at NextGen Planners

Rohan is the Blast Off Programme Lead and is in charge of bringing fresh and new ideas to the NextGen Planners Programme Range.

How can I show value to clients?
2023-03-08 14:00 - 15:00
How can I show value to clients?

Join our workshop with Sam Adams who discusses how advisers can show value to clients.

Topics to be covered include:

Listen to how other advisers have increased revenue and AUM.

Tips from advisers on never having to say sorry for investment performance again.

Passive investments outperform 86% of active investments over a ten year period1, learn how Smart Beta outperforms passive.

Will discuss ‘do clients care about investment performance?’.

1 [Online] Morningstar Active-Passive barometer

Structured CPD Applicable.

For Financial Professionals Only

Register Here

Sam Adams, Non-Executive Director at EBI Portfolios

Samuel Adams joined EBI’s board as a Non-Executive Director in September 2020, bringing a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously, Sam started Dimensional’s Financial Advisor business in the UK & Europe, leading it for 10 years. In 2016 he founded Vert Asset Management, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading EBI’s charge into the adoption of sustainable and ESG investing, and aiding in delivering this philosophy to advisers and investors.

The big question for 2023: ‘How can I show value to clients?’
2023-01-19 14:00 - 15:00
The big question for 2023: ‘How can I show value to clients?’

Join our workshop with Sam Adams who asks the big question for 2023: ‘How can I show value to clients?’

Topics to be covered include:

Listen to how other advisers have increased revenue and AUM.

Tips from advisers on never having to say sorry for investment performance again.

Passive investments outperform 86% of active investments over a ten year period1, learn how Smart Beta outperforms passive.

Will discuss ‘do clients care about investment performance?’.

1 [Online] Morningstar Active-Passive barometer

Structured CPD Applicable.

For Financial Professionals Only

Register Here

Sam Adams, Non-Executive Director at EBI Portfolios

Samuel Adams joined EBI’s board as a Non-Executive Director in September 2020, bringing a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously, Sam started Dimensional’s Financial Advisor business in the UK & Europe, leading it for 10 years. In 2016 he founded Vert Asset Management, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading EBI’s charge into the adoption of sustainable and ESG investing, and aiding in delivering this philosophy to advisers and investors.

Consumer Duty - Expectations for small to medium sized firms
2022-12-07 10:00 - 11:00
Consumer Duty – Expectations for small to medium sized firms

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

Topics to be covered include:

Understanding the background to, and the key elements of the Consumer Duty

Identifying the areas firms need to consider to ensure they are meeting the new requirements

Understanding the FCA’s supervisory approach to implementation of the

Consumer Duty

Structured CPD Applicable.

For Financial Professionals Only

Register Here

What I’ve Learned About Growing Adviser Businesses from the most Successful Advisers
2022-11-16 14:00 - 15:00
What I’ve Learned About Growing Adviser Businesses from the most Successful Advisers

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.

Topics to be covered include:

What are the most successful marketing strategies for advisers?

Top tips for asking for referrals?

What we have learnt from introducing light sustainability to client engagement.

Use the power of stories with clients and what stories to use.

Sam Adams is a Non-Executive Director at EBI with extensive expertise in ESG investing. When not working with EBI, he’s running his own ESG asset management firm in California.

Structured CPD Applicable.

This webinar is for Financial Professionals Only.

Register Here

Sam Adams, Non-Executive Director at EBI Portfolios

Samuel Adams joined EBI’s board as a Non-Executive Director in September 2020, bringing a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously, Sam started Dimensional’s Financial Advisor business in the UK & Europe, leading it for 10 years. In 2016 he founded Vert Asset Management, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading EBI’s charge into the adoption of sustainable and ESG investing, and aiding in delivering this philosophy to advisers and investors.

The Impact of Inflation on Equities & Equity Factors
2022-11-10 10:00 - 11:00
The Impact of Inflation on Equities & Equity Factors

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

Topics to be covered include:

Historical high inflationary periods and the effect on equity returns

The effect of inflation on equity factor returns and risk

The best strategy to protect against inflation

Bernd Hanke is a Managing Partner and Co-Chief Investment Office at GSI.

Structured CPD Applicable

Register Here

Bernd Hanke, Managing Partner, Co-Chief Investment Officer at GSI

Bernd has more than 18 years’ experience managing quantitative investment strategies on a global basis. Prior to founding GSI, Bernd was an asset manager for GSA Capital in London, focusing on quantitative equity research and portfolio management. Before that, Bernd was head of international quantitative equity research at Goldman Sachs Asset Management in New York.Bernd believes that a scientific, academically grounded and sustainable approach to investment management produces optimal long-term results both for investors and for society as a whole.Bernd has co-authored numerous papers and has presented widely on systematic investment strategies. He is also a referee for the Financial Analysts Journal and has acted as an expert witness in several US class action lawsuits involving major pension plan sponsors. Bernd holds a CFA designation and has a PhD in Finance from London Business School.

ESG Investing Workshop
2021-05-12 14:00 - 15:00
Join our exclusive workshops with Sam Adams where we will be having an in depth look at ESG, the latest developments within the sustainable finance space and how the financial advisory community can adapt to best serve investors. Sam will take us on an educational journey covering a number of areas including, but not limited to; looking at the full spectrum of ESG investing, how ESG can be communicated to clients with stories and explanations, and (in true EBI style) a look at what the academic evidence says on ESG.These workshops will be CPD applicable, aiming to give you the confidence to introduce ESG to clients by providing templates and advice on presenting ESG solutions to retail investors.

Register Here

Sam Adams, Non-Executive Director at EBI Portfolios

Samuel Adams joined EBI’s board as a Non-Executive Director in September 2020, bringing a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously, Sam started Dimensional’s Financial Advisor business in the UK & Europe, leading it for 10 years. In 2016 he founded Vert Asset Management, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading EBI’s charge into the adoption of sustainable and ESG investing, and aiding in delivering this philosophy to advisers and investors.
