The Great Wealth Transfer with Vanguard
2025-06-10 13:00 - 14:00 (Europe/London) | Online
The Great Wealth Transfer with Vanguard

Join us for our latest webinar, where ebi will be teaming up with industry leader Vanguard, to present on the Great Wealth Transfer. Set to be an exciting session, ebi and Vanguard will provide a summary of the significant intergenerational transfer in wealth we will soon see in the UK and globally, tips on how to approach the at times challenging topic of legacy, and how best to approach this with your clients.

Learning Objectives:

1. Understand the extent of the intergenerational wealth transfer expected in the UK and globally

2. Gain ideas on how to approach the topic of legacy in client conversations

3. Develop a framework for how to approach the Great Wealth Transfer with your clients

Structured CPD Applicable. For Financial Professionals Only

Book your place

Sebastian Lewis Senior Strategist, Advisory Research Centre, Vanguard

Sebastian Lewis, CFA, is a senior strategist in Vanguard’s Advisory Research Centre. He worked at Morgan Stanley in equity sales from 1999-2003 and then joined Sanford Bernstein in New York where he spent 15 years covering asset managers, hedge funds and sovereign wealth funds. From 2018-2022 he was Director of European Research at Sanford Bernstein in London. Sebastian joined Vanguard in January 2024.

Keaton Jones, Business Development Manager

Keaton is a Business Development Manager within ebi. Joining in 2022, his main responsibilities include introducing new firms to ebi’s model portfolio suite and advisory technology, maintaining current client relationships and providing training sessions to keep users up to date with the evolution of the proposition. Keaton holds a 1st class BA in Financial Management as well as the CISI Level 4 Diploma in Investment Advice.

Communicate Like A Comic
2025-06-19 11:00 - 12:00
Communicate Like A Comic – with Sam Carrington

Discover what professional comedians do before, during, and after a performance to engage their audience and deliver with impact—and how to apply the same techniques to your client conversations, pitches, and presentations. These tools will help transform your communication.

Learning Objectives:

1. Mentally prepare to deliver with clarity, confidence, and control.2. Manage nerves using techniques borrowed from professional performers.3. Read the room and adapt your delivery to maximise engagement.4. Use body language and stagecraft to communicate authority and trust.5. Bounce back from mistakes and assess your performance to keep improving.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Sam Carrington – Founder of Smirk Experience

Sam Carrington began in comedy 15 years ago. To date he’s done around a 1,000 gigs around the world including 3 runs at the Edinburgh Fringe.When he began this journey he was a Sales Controller at ITV. Certain parts of his day job began getting easier and easier, due to the tips, tricks, techniques and mindsets he was learning from the world of comedy.

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.Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.

ebi Quarter Two 2025 Update
2025-07-08 13:00 - 14:00
ebi Quarter Two 2025 Update with Jonathan Griffiths, CFA and Tom Ranft of ebi

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 2 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Two 2025 Update.

We will discuss:

Qtr 2 macroeconomic overview

Asset class overview

Factor performance overview

ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

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.

Tom Ranft, Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise.

Reimagining Wealth Through Simple Sketches
2025-07-15 14:00 - 15:00
Reimagining Wealth Through Simple Sketches

Join us for an exclusive session with Carl Richards bestselling author, and creator of The Sketch Guy column in The New York Times—as he explores how simple visuals can dramatically improve how you engage with clients.

Through a blend of humour, insight, and signature hand-drawn sketches, Carl brings to life the emotional side of money and reframes how financial advisers can communicate with clarity and empathy.

Learning Objectives:

Purpose vs. Goals – Aligning financial plans with what truly matters.

Precision vs. Adaptability – Helping clients navigate uncertainty.

Facts vs. Emotions – Building deeper trust in adviser-client relationships.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Carl Richards – creator of The Sketch Guy column in The New York Times

Carl Richards is a Certified Financial Planner™, author, and internationally renowned speaker known for his insightful work on the emotional side of money. He is the creator of The Sketch Guy column in The New York Times, where his simple hand-drawn sketches have helped thousands of financial professionals and clients understand and navigate complex financial behaviour. Carl is the author of The Behavior Gap and The One-Page Financial Plan, and is widely regarded for his ability to communicate behavioural finance concepts with clarity, empathy, and impact.

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.Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.

Responding to the FCA’s Mandatory Information Request: What Advisers Need to Know
2025-08-14 13:00 - 14:00
Responding to the FCA’s Mandatory Information Request: What Advisers Need to Know

The FCA’s mandatory information request, issued on 1 July, DEADLINE is a key part of its strategy to monitor consumer outcomes and as part of an adviser’s Consumer Duty regulatory obligations.Join ebi and Mel Holman of Compliance and Training Solutions as we share practical guidance to help advisers and intermediaries respond confidently, clearly, and on time.

Learning Objectives:

• Gain an understanding of the FCA’s new mandatory information request and what are some key considerations.

• Transparency of information – the importance of information sharing across the distribution chain.

• Strengthening your business – ebi case study of how to use the information request as an opportunity to make improvements that benefit your clients.

Structured CPD Applicable. For Financial Professionals Only

Book your place

John Reynolds – Consumer Duty Manager at ebi

John is a seasoned financial services professional with over 25 years of experience, specialising in regulatory change and customer-centric transformation. Most recently, he served in KPMG’s Risk & Regulation Change practice, where he led initiatives as a subject matter expert in Consumer Duty, Product Governance, and the treatment of Vulnerable Customers. John now works shoulder-to-shoulder with firms as an independent contractor, helping them navigate complex regulatory landscapes while delivering meaningful outcomes for customers and stakeholders.

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.Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.

Data Not Date: Exploring Approaches to Portfolio Rebalancing
2025-10-16 13:00 - 14:00
Data Not Date: Exploring Approaches to Portfolio Rebalancing

Join us for this webinar where Business Development Manager Tom Ranft and Head of Investment Jonathan Griffiths will provide an overview of the different approaches to portfolio rebalancing, and the results of ebi’s long-term rebalancing data study.

Learning Objectives:

1. Understand the differences between calendar-based rebalancing and tolerance-based rebalancing.

2. Gain knowledge of the results of ebi’s long-term rebalancing study, comparing a range of different approaches to rebalancing.

3. Understand how a tolerance-based rebalancing approach can potentially lead to superior returns over the long-run.

Structured CPD Applicable. For Financial Professionals Only

Book your place

Tom Ranft – Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise. Other than his interest in financial markets Tom has a keen interest in Rugby still playing for local teams in London where he is based.

Jonathan Griffiths, CFA, Head of Investment

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.

ebi Quarter Three 2025 Update
2025-10-23 13:00 - 14:00
ebi Quarter Three 2025 Update with Jonathan Griffiths, CFA and Tom Ranft of ebi

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 3 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Three 2025 Update.

We will discuss:

Qtr 3 macroeconomic overview

Asset class overview

Factor performance overview

ebi news

45 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Head of Investment

Jon 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.

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), CFA Institute Sustainable Investing Certificate, CFA UK Certificate in Climate and Investing, and the CFA UK Certificate in Impact Investing.

Tom Ranft, Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise.

Introducing ebi's Global Factor Fund of Funds: Smart Factors, Sustainable Focus
2025-11-05 11:00 - 12:00
Introducing ebi Global Factor Funds: Smart Factors, Sustainable Focus

Join us for our Fund of Funds webinar, where ebi’s Head of Investment Jonathan Griffiths will introduce ebi’s new Global Factor funds.As part of this, we’ll provide an overview of the multi-asset / fund of funds universe and how ebi’s Global Factor funds offer a unique combination of factor exposure combined with ESG screening.We’ll then explore ebi’s Global Factor funds in more detail, outlining their investment philosophy, portfolio construction, and fund allocations.

We will discuss:

1. Gain an understanding of the broad multi-asset / fund of funds universe

2. Develop knowledge in relation to ebi’s Global Factor Funds, including investment philosophy, portfolio construction, and fund allocations

3. Gain an understanding of how the Global Factor funds will operate, and the types of clients they may be suitable for

Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Head of Investment

Jon 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.

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), CFA Institute Sustainable Investing Certificate, CFA UK Certificate in Climate and Investing, and the CFA UK Certificate in Impact Investing.

Bitcoin & Beyond
2025-11-25 13:00 - 14:00
Bitcoin & Beyond: an introduction to the cryptocurrency asset class, and the FCA’s recent regulatory changes

Join us for our cryptocurrency webinar, where ebi’s Head of Investment Jonathan Griffiths will provide an update on the FCA’s recent lifting of its ban on crypto exchange-traded notes (cETNs), and the impact of this on the UK investment industry. As part of this, we’ll provide an introduction to the crypto asset class, with a focus on Bitcoin We’ll explore the current state of the Bitcoin network, and share ebi’s views on this emerging asset class.

We will discuss:

1. Gain an understanding of the FCA’s recent changes as it relates to crypto exchange traded notes2. Develop knowledge in relation to the first cryptocurrency Bitcoin, including the its origins, operation, evolution3. Gain awareness of ebi’s view in relation to this emerging asset class

60 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Griffiths, CFA, Head of Investment

Jon 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.

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), CFA Institute Sustainable Investing Certificate, CFA UK Certificate in Climate and Investing, and the CFA UK Certificate in Impact Investing.

AI Boom or Bubble? Navigating Market Exposure
2025-12-10 13:00 - 14:00
AI Boom or Bubble? Navigating Market Exposure

Join us for our AI exposure webinar, where ebi’s Investment Oversight Analyst Jonathan Simpson will discuss the possibility of a bubble in the equity markets, what this could mean for investors, and how ebi’s portfolios can help decrease exposure to a potential downturn.

We will discuss:

1. To understand why bubbles, appear in markets, and why they can lead to sudden downturns.2. To develop knowledge of how ebi’s use of market factors decreases exposure the potential AI bubble.3. To gain insight into the current boom in AI valuations, and why the behaviour of giant technology corporations has caused concern for some analysts.

60 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Simpson MSci, Investment Oversight Analyst

Jonathan is ebi’s Investment Oversight Analyst. He works closely with the investment team and ensures that the governance of ebi’s product range is maintained to a high standard. He is also responsible for maintaining ebi’s blog’s, and writing market commentaries.

ebi Quarter Four 2025 Update
2026-01-22 13:00 - 14:00
ebi Quarter Four 2025 Update

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 4 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter Four 2025 Update.

We will discuss:

• Qtr 4 macroeconomic

• Overview Asset class

• Overview Factor performance

• Overview ebi news

Structured CPD Applicable. For Financial Professionals Only.

Book your place

Jonathan Griffiths, CFA, Head of Investment

Jon 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.

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 Charter holder, 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.

Tom Ranft, Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise.

Supporting Vulnerable Clients A Practical Relational Approach with Emma Boardwell
2026-01-23 11:00 - 12:00
Supporting Vulnerable Clients A Practical Relational Approach with Emma Boardwell

Former psychotherapist and Emotional Finance founder Emma Boardwell explores a practical relational approach to supporting vulnerable clients. Learn what vulnerability looks like in real conversations and how to respond with empathy and confidence to build trust, engagement, and better outcomes.

We will discuss:

1. Understand what vulnerability means within both the FCA framework and a relational context.2. Recognise how relational intelligence supports better Consumer Duty outcomes.3. Identify and avoid approaches that create distance or appear compliance-only.4. Gain practical tools and language for having sensitive or emotionally charged conversations.5. Reflect on their own communication style and understand how it influences trust, disclosure and engagement.

60 Structured CPD Applicable. For Financial Professionals Only

Book your place

Emma Boardwell, Founder of Emotional Finance

As a former psychotherapist now working within financial services, she brings relational intelligence into the heart of the profession.She supports financial professionals and firms in leading the industry’s shift toward more human, connected, trust-centred financial advice—strengthening client relationships and driving better outcomes for clients and businesses alike.

Debbie Holmes, Business Development Manager

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

Making Value Visible to Clients with Melissa Kidd
2026-02-04 11:00 - 12:00
Making Value Visible to Clients with Melissa Kidd

Join communication expert Melissa Kidd as she reveals research-led insights to help advisers clearly articulate their value.Learn how to avoid common pitfalls, apply proven communication ground rules, and create stronger, more confident first meetings with clients from the outset.

We will discuss:

1. Recognise Melissas’s research findings on first meetings

2. Avoid 4 common mistakes when communicating value

3. Understand three ground rules for effective communication

60 Structured CPD Applicable. For Financial Professionals Only

Book your place

Melissa Kidd, Motem Director | Soft skills specialist in finance sector

Melissa Kidd specialises in helping advisers communicate so that clients love talking to them. She’s a certified coach, studied Neuro Linguistic Programming (masters) and been trained by the Plain English Campaign. Her clients include CISI, PFS, CII, Nucleus, Saltus, Rathbones, St James’s Place and many other financial services firms.

Debbie Holmes, Business Development Manager

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.

Preparing Your IFA Business for Sale
2026-03-10 13:00 - 14:00
Preparing Your IFA Business for Sale: What to Do 3–5 Years Before Exit, with Giles Dunning

Giles Dunning, Joint Head of Corporate at Stephens Scown, shares practical guidance on preparing an IFA business for sale — from building value and choosing an exit route to avoiding deal risks and managing the post-sale transition. Giles has completed over £900m in recent transactions

We will discuss:

1. How and when to start preparing an IFA business for sale – and why early planning materially impacts value.

2. How advisory firms are typically valued and the practical steps that can strengthen that valuation.

3. The main succession and exit routes available to IFAs, including EOTs, MBOs and family buyouts.

4. Common transaction risks and pitfalls – and how to avoid unpleasant surprises during a sale.

5. What happens after completion, including earn-outs, payment timing, tax considerations, and the impact on clients and staff.

60 Structured CPD Applicable. For Financial Professionals Only

Book your place

Giles Dunning | Joint Head of Corporate at Stephens Scown

Giles Dunning is a partner and joint head of our Corporate team having joined the firm in 2006. Recent highlights include the disposal of a financial services intermediary to Fidelity International and also the disposal of an independent financial planning business to Paradigm Norton.

Giles has consistently acted on sell-side disposals of IFA practices since 2013, representing in excess of 25 vendors over 13 years. Our most recent completed transaction was a disposal to Shackleton involving £900m of AUM, where he acted for the vendors of the Chetwood Group.

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.

Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.

ebi Quarter One 2026 Update
2026-04-21 13:00 - 14:00
ebi Quarter One 2026 Update

Jonathan Simpson and Tom Ranft at ebi will provide a quarter one macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter One 2026 Update.

We will discuss:

• Qtr 1 macroeconomic review

• Overview Asset class

• Overview Factor performance

• Overview ebi news

Structured CPD Applicable. For Financial Professionals Only.

Book your place

Jonathan Simpson, MSci, Investment Oversight Analyst

Jonathan 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.

Tom Ranft, Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise. Other than his interest in financial markets Tom has a keen interest in Rugby still playing for local teams in London where he is based.

Creating a Centralised Retirement Proposition: Reducing Risk Through Design
2026-04-30 13:00 - 14:00
Creating a Centralised Retirement Proposition: Reducing Risk Through Design

With rising regulatory pressure and complex client needs, financial advisers need a clear and robust approach to client retirement planning.

We will discuss:

This webinar with Sian Davies Cole explores how a well-designed Centralised Retirement Proposition can reduce risk, improve consistency, and support better client outcomes through smarter design.Learning Objectives:

1. What are the core components of a CRP?

2. What question does a centralised retirement proposition try to solve?

3. How do risk profiling questionnaires and CRPs fit together?

60 Structured CPD Applicable. For Financial Professionals Only

Book your place

Sian Davies Cole, Founder & Paraplanner at Snazzify

Sian is the Founder & Paraplanner at Snazzify, an outsourced paraplanning and consultancy firm which she set up in 2025. She specialises in complex financial planning and projects such as CIPs, CRPs and bespoke research. After more than two decades in financial services, completing the CFP certification and working with real Financial Planners for the past six years – she has a well rounded experience blending practical compliant financial advice with client friendly communication.

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.

Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.

ESG, SRI & Impact: Navigating Sustainability for Advisers
2026-06-18 13:00 - 14:00
ESG, SRI & Impact: Navigating Sustainability for Advisers

Advisers are facing increasing complexity in sustainable investing, with greater scrutiny around ESG, ongoing regulatory developments, and growing client demand for clearer evidence of real-world outcomes.

In this session, ebi’s Jonathan Simpson and Tom Ranft will explore the sustainability spectrum—from ESG and SRI through to impact investing—and outline how these approaches differ, how they can be implemented within portfolios, and how they can be communicated to clients with confidence.

Learning objectives:

1. Describe the key differences between ESG, SRI and impact investing, and recognise how the sustainable investment landscape is evolving.

2. Explain how different sustainable metrics can be used to demonstrate alignment with clients’ investment philosophies.

3. Demonstrate how to communicate sustainable investment performance to clients in a clear, fair and balanced way.

4. Identify the characteristics and themes of ebi’s Impact portfolios, and understand how real-world outcomes are measured and assessed.

60 Structured CPD Applicable. For Financial Professionals Only

Book your place

Jonathan Simpson, MSci, Investment Oversight Analyst

Jonathan primarily works on the governance of ebi’s portfolio solutions, but also contributes towards the ongoing operations of the wider investment team, including providing market analysis, writing blog posts and delivering webinars.

He holds CFA UK Investment Management Certificate (IMC), the CFA UK Certificate in Impact Investing (IIC), the Certificate in Climate and Investing (CCI), the CFA Institute’s Sustainable Investing Certificate, and has passed levels 1, 2 and 3 of the CFA program.

Tom Ranft, Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. He has joined us from a distinguished background from Lombard Odier and LGIM, bringing a wealth of expertise. Other than his interest in financial markets Tom has a keen interest in Rugby still playing for local teams in London where he is based.
