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X-WR-CALDESC:Events for Evidence Based Investing
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DTSTART;TZID=Europe/London:20260723T130000
DTEND;TZID=Europe/London:20260723T140000
DTSTAMP:20260625T200832
CREATED:20260625T145019Z
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UID:20428-1784811600-1784815200@ebi.co.uk
SUMMARY:Factor Investing for HNW GIA Clients: Why Structure Matters
DESCRIPTION:Factor Investing for HNW GIA Clients: Why Structure Matters\n\n\n\nHigh net worth clients with significant General Investment Account assets often present advisers with unique investment challenges. In this session\, ebi’s Jonathan Griffiths\, CFA explores the case for a unitised fund of funds approach\, including the role of factor investing\, integrated ESG screening and the potential tax implications of Irish domiciled funds. \n\n\n\nAttendees will gain a practical understanding of how the fund differs from traditional market capitalisation weighted solutions\, the implications of increasing market concentration\, and the client circumstances for which the ebi Global Factor Funds may be suitable. \n\n\n\n\n\n\n\nWho Should Attend \n\n\n\nFinancial advisers\, and paraplanners working with high net worth clients who hold significant assets outside tax advantaged wrappers. \n\n\n\n\n\n\n\nLearning Objectives \n\n\n\n1. Describe how factor investing differs from traditional market capitalisation weighted investing and recognise the role of value\, size\, quality and momentum factors within a fund based investment approach. \n\n\n\n\n\n\n\n2. Explain how a unitised fund of funds structure operates and understand the potential tax benefits for clients investing through a General Investment Account. \n\n\n\n\n\n\n\n3. Assess the implications of concentration within global equity markets and understand the rationale for using a factor based approach as an alternative to market capitalisation weighted investing. \n\n\n\n\n\n\n\n4. Identify the client characteristics and circumstances for which the ebi Global Factor Fund of Funds may be suitable. \n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\nebi Portfolios Ltd – Webinar Disclaimer \n\n\n\nThis disclaimer applies to ebi webinars\, and any documents\, information or opinions obtained from or ancillary to the webinars. You are advised to read this disclaimer carefully before accessing\, participating in\, reading or making any other use of an ebi webinar. ebi makes no representations or warranties about the accuracy or suitability of information provided in the webinars and related materials (such as hand-outs\, presentation documents and recordings). The information contained in the webinars and related materials are not intended to constitute advice of any kind or the rendering of consulting\, or other professional services. The opinions expressed in a webinar are those of the author(s) only and may not necessarily represent the views of ebi. This document is designed for use by and is directed only at persons resident in the UK. All information is provided based understanding of legislation and regulation in force at the time of presentation which are subject to change in the future. \n\n\n\nTo the extent permitted by law\, ebi and its agents and experts exclude any and all liability for any loss\, claim or damage\, cost or expense\, including any indirect or consequential damages or lost profit\, whether arising in negligence or otherwise\, suffered in connection with the access to\, participation in\, or use of the webinar by you or any other person. The webinar may include links to other resources or websites. These links are provided for your convenience only and do not signify that ebi endorses\, approves\, or makes any representation or claim regarding the accuracy\, copyright compliance\, legality\, or any other aspects of\, the resource(s) or website(s). \n\n\n\nThe price of shares and investments and the income derived from them can go down as well as up\, and investors may not get back the amount they invested. \n\n\n\nPast performance is not necessarily a guide to future performance. \n\n\n\nTax laws may be subject to future change.   \n\n\n\nFor Financial Advisers Only. This webinar is intended solely for individuals or entities that meet the professional client criteria as outlined in COBS 3 of the FCA Handbook. It is not intended for use by\, nor should it be distributed to retail clients under any cir2cumstances. \n\n\n\n© 2026 ebi portfolios ltd. All rights reserved. Issued by ebi portfolios ltd. ebi Portfolios Ltd is authorised and regulated by the Financial Conduct Authority (581079). Registered in England\, Number 07473221. Registered Address: Aurora\, Counterslip\, Bristol\, BS1 6BX \n\n\n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Head of Investment\n\n\n\nJon is Head of Investment at ebi Portfolios. Joining ebi in 2023\, he has 14 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. \n\n\n\nJon is responsible for investment research and analysis\, communicating information on ebi’s portfolio suite\, and providing investment solutions to clients. \n\n\n\nJon 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)\, CFA Institute Sustainable Investing Certificate\, CFA UK Certificate in Climate and Investing\, and the CFA UK Certificate in Impact Investing.
URL:https://ebi.co.uk/events/factor-investing-for-hnw-gia-clients-why-structure-matters/
LOCATION:Online
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261014T130000
DTEND;TZID=Europe/London:20261014T140000
DTSTAMP:20260625T200832
CREATED:20260616T082710Z
LAST-MODIFIED:20260625T154713Z
UID:20392-1791982800-1791986400@ebi.co.uk
SUMMARY:ebi Quarter Three 2026 Update
DESCRIPTION:ebi Quarter Three 2026 Update\n\n\n\nJonathan Simpson at ebi will provide a quarter three macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Three 2026 Update. \n\n\n\nWe will discuss: \n\n\n\n• Qtr 3 macroeconomic review \n\n\n\n•  Overview Asset class \n\n\n\n• Overview Factor performance \n\n\n\n•  Overview ebi news \n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Simpson\, MSci\, Investment Oversight Analyst\n\n\n\nJonathan is ebi’s Investment Oversight Analyst. He’s responsible for market commentary\, supporting the team with fund selection and analysis\, oversight of ebi’s existing products and answering advisor queries. He has been with ebi a little over two years\, during which time he has passed the CFA program and is working towards the work experience required to become a charterholder.
URL:https://ebi.co.uk/events/ebi-quarter-three-2026-update/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2026/06/website-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20270120T130000
DTEND;TZID=Europe/London:20270120T140000
DTSTAMP:20260625T200832
CREATED:20260616T082858Z
LAST-MODIFIED:20260625T154141Z
UID:20396-1800450000-1800453600@ebi.co.uk
SUMMARY:ebi Quarter Four 2026 Update
DESCRIPTION:ebi Quarter Four 2026 Update\n\n\n\nJonathan Simpson at ebi will provide a quarter four macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Four 2026 Update. \n\n\n\nWe will discuss: \n\n\n\n• Qtr 4 macroeconomic review \n\n\n\n•  Overview Asset class \n\n\n\n• Overview Factor performance \n\n\n\n•  Overview ebi news \n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\n\nJonathan Simpson\, MSci\, Investment Oversight Analyst\n\n\n\nJonathan is ebi’s Investment Oversight Analyst. He’s responsible for market commentary\, supporting the team with fund selection and analysis\, oversight of ebi’s existing products and answering advisor queries. He has been with ebi a little over two years\, during which time he has passed the CFA program and is working towards the work experience required to become a charterholder.
URL:https://ebi.co.uk/events/ebi-quarter-four-2026-update/
LOCATION:Online
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