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X-WR-CALDESC:Events for Evidence Based Investing
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SUMMARY:Driving value and growth: Insights from Dimensional’s Global Advisor Study with Blair Anderson
DESCRIPTION:Driving Value and Growth: Insights from Dimensional’s Global Advisor Study\, with Blair Anderson of Dimentional\n\n\n\nDimensional’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. \n\n\n\nTopics to be covered include: \n\n\n\n\nInsights from the study – how are high performing firms driving growth?\n\n\n\nHow do UK firms compare to their global peers?\n\n\n\nUnderstanding what high performing firms do around their investment proposition.\n\n\n\nSetting a growth strategy for your firm.\n\n\n\nDelivering value to your clients.\n\n\n\n\n60 minutes of Structured CPD. For Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\nBlair Anderson\, Regional Director & Vice President at Dimensional Fund Advisers\n\n\n\nBlair Anderson is a Regional Director and Vice President in Dimensional’s Practice Management group. \n\n\n\nBased 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.
URL:https://ebi.co.uk/events/driving-value-and-growth-insights-from-dimensionals-global-advisor-study-with-blair-anderson/
LOCATION:Online
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SUMMARY:ebi Quarter Two 2023 Update
DESCRIPTION:ebi Quarter Two 2023 Update with Wouter Sturkenboom of Northern Trust and Jonathan Griffiths of ebi\n\n\n\nWouter 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. \n\n\n\nTopics to be covered include: \n\n\n\n\nQtr 2 macroeconomic overview\n\n\n\nAsset class overview\n\n\n\nFactor performance overview\n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\n  Register Here\n\n\n\n\n\n\n\nWouter Sturkenboom\, CFA\, Chief Investment Strategist at Northern Trust\n\n\n\nWouter 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. \n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Investment product manager\n\n\n\nJon 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.
URL:https://ebi.co.uk/events/ebi-quarter-two-2023-update/
LOCATION:Online
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