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X-WR-CALNAME:Evidence Based Investing
X-ORIGINAL-URL:https://ebi.co.uk
X-WR-CALDESC:Events for Evidence Based Investing
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DTSTART;TZID=Europe/London:20240314T130000
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DTSTAMP:20260619T135247
CREATED:20240220T103556Z
LAST-MODIFIED:20250422T123325Z
UID:17678-1710421200-1710424800@ebi.co.uk
SUMMARY:Introduction to ebi's SRI Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi
DESCRIPTION:Introduction to ebi’s SRI Portfolios Suite with Ashley Owen and Jonathan Griffiths of ebi\n\n\n\nAshley Owen and Jonathan Griffiths\, CFA\, introduce ebi’s new SRI portfolio suite and how it fits into its product range. \n\n\n\nLearning objectives: \n\n\n\n1. How SRI meets the EU Paris-Aligned requirements.2. Exploring ESG screening methodologies\, including best-in-class and exclusionary approaches3. Understanding how SRI fits within the spectrum of sustainable investing. \n\n\n\n\n\n\n\n60 minutes of Structured CPD. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nAshley Owen\, Head of Business Development at ebi\n\n\n\nAshley 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.  \n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Investment Product Manager at ebi\n\n\n\nJonathan 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.
URL:https://ebi.co.uk/events/introduction-to-ebis-sri-portfolios-suite-with-ashley-owen-and-jonathan-griffiths-of-ebi/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2024/02/SRI_web-banner.png
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DTSTART;TZID=Europe/London:20240319T100000
DTEND;TZID=Europe/London:20240319T110000
DTSTAMP:20260619T135247
CREATED:20231208T134712Z
LAST-MODIFIED:20250422T123324Z
UID:17326-1710842400-1710846000@ebi.co.uk
SUMMARY:Join Verve and ebi to talk about adviser blind spots when building a CIP
DESCRIPTION:Verve webinar – Adviser blind spots when building a CIP\n\n\n\nBuilding a CIP? Join ebi and the Verve Group’s Alasdair Wilson in a discussion on adviser blind spots when building a CIP. \n\n\n\nTopics to be covered include: \n\n\n\n\nMisconceptions with CIP’s  \n\n\n\nAdviser blind spots when fund picking  \n\n\n\nAdviser portfolios vs MPS  \n\n\n\n\n\n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nAlasdair Wilson – Investment Specialist at Verve Group \n\n\n\nAlasdair initially joined The Verve Group through The Grad Scheme and with his academic background\, he flourished in his role as a paraplanner. Since then\, he has found a passion for the investment side of finance\, adding IMC and ESG to his qualifications\, and now focuses on the investment support we provide advisers\, as well as providing technical content at many of our events.
URL:https://ebi.co.uk/events/adviser-blind-spots-when-building-a-cip-with-alasdair-wilson/
LOCATION:Online
ATTACH;FMTTYPE=image/png:https://ebi.co.uk/wp-content/uploads/2023/12/Adviser-blind-spots-when-building-a-CIP-with-Alasdair-Wilson_web-banner.png
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