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Value of an outsourced, factor and evidence based Investment Proposition

July 13 @ 2:00 pm 3:00 pm

Value of an outsourced, factor and evidence based Investment Proposition

Join our workshop with Sam Adams and discover the ‘Value of an outsourced, factor and evidence based Investment Proposition’

Topics to be covered include:

  1. Learn how outsourcing can lead to increased revenue and AUM
  2. How to explain what an ‘evidence-based approach’ is to a client
  3. Why factor/ evidence-based investing makes sense over traditional passive
  4. How and what adds value to a client.


Sam will take your questions at the end of the presentation.


Sam Adams is a Non-Executive Director at EBI with extensive expertise in ESG investing. When not working with EBI, he’s running his own ESG asset management firm in California.

This event is for Financial Advisors only.

1 hour of structured CPD.




Sam Adams, Non-Executive Director 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.