Events
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ebi Quarter Three 2023 Update
OnlineWouter 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.
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Balancing ethics and returns: How behavioural finance has re-set the ESG questionnaire
OnlineBalancing ethics and returns: How behavioural finance has re-set the ESG questionnaire with Thomas Mitchell of Oxford Risk
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Aligning values with investments: ESG, SRI and your clients
OnlineAligning values with investments: ESG, SRI and your clients
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ebi Quarter Four 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi
OnlineAligning values with investments: ESG, SRI and your clients
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‘Labels to enable’ – SDR and what it means for advisers with Rebecca Kowalski
OnlineRebecca 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.
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Stories that resonate: SDR, sustainability and successful client engagement
OnlineJoin 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.
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Introduction to ebi’s SRI Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi
OnlineAshley Owen and Jonathan Griffiths, CFA, introduce ebi's new SRI portfolio suite and how it fits into its product range.
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Join Verve and ebi to talk about adviser blind spots when building a CIP
OnlineJoin Verve and ebi to talk about adviser blind spots when building a CIP.
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Building a better business proposition with ebi and The Verve Group
Birmingham, Revolución de Cuba, B2 5BN Revolución de Cuba, Birmingham, West Midlands, United KingdomBuilding a better business proposition with ebi and The Verve Group
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ebi Quarter One 2024 Update with Daniel Phillips of Northern Trust and Jonathan Griffiths of ebi
OnlineDaniel 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.
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How behavioural biases can hinder client appetite for long term investing with James Fouche of ebi
Guildford, Cozy Club, GU1 3QY Cozy Club, Guildford, United KingdomHow 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.…
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Introduction to ebi’s Impact Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi
OnlineJames Fouche and Jonathan Griffiths, CFA, introduce ebi's new Impact portfolio suite and how it fits into its product range.