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Stories that resonate: SDR, sustainability and successful client engagement

February 27 @ 2:00 pm 3:00 pm


Stories that resonate: SDR, sustainability and successful client engagement

Join 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.

Topics to be covered include:

1.         Understanding SDR and the labelling regime

2.         Understanding how SDR will impact your business on a day-to-day basis.

3.         Developing successful strategies for communicating sustainability with clients

Structured CPD Applicable. For Financial Professionals Only

Sam Adams, Consultant at ebi Portfolios

Samuel Adams joined ebi’s board as a Non-Executive Director in September 2020, bringing a wealth of experience as a senior manager in the financial services sector, and particular expertise in ESG investments and presenting ESG solutions to advisers and investors alike. Previously, Sam started Dimensional’s Financial Advisor business in the UK & Europe, leading it for 10 years. In 2016 he founded Vert Asset Management, a dedicated ESG investment manager that is focused on making sustainable investing easier for financial advisers and their clients. Sam is leading ebi’s charge into the adoption of sustainable and ESG investing, and aiding in delivering this philosophy to advisers and investors.

Jonathan Griffiths, CFA

Jon is an Investment Product Manager at ebi Portfolios. Joining ebi in 2023, he brings with him 10 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.


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