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.

Join Verve and ebi to talk about adviser blind spots when building a CIP.

Building a better business proposition with ebi and The Verve Group

Daniel Phillips, Director, Asset Allocation Strategy at Northern Trust will provide a macroeconomic overview followed by an asset class review and ebi portfolio update from Jonathan Griffiths, CFA,  ebi’s Investment Product Manager.

How behavioural biases can hinder client appetite for long term investing with James Fouche of ebi James will discuss how behavioural biases a can hinder client appetite for long term investing. Plus, retiree bond market lessons from South Africa. Join us from 11am for coffee. Structured CPD Applicable. For Financial Professionals Only James Fouche James is the passionate South African in the team. His love for rugby is closely rivalled by his interest in financial markets.…

James Fouche and Jonathan Griffiths, CFA, introduce ebi's new Impact portfolio suite and how it fits into its product range.

How to build a CIP with Debbie and Keaton from ebi, plus Sian Davies Cole from Plan Works

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