Award-winning Model Portfolio Service
for Financial advisers
ebi’s Vantage Model Portfolio Service (MPS) provides financial advisers with access to professionally managed, evidence-based portfolios delivered through our discretionary investment management service.
Download our Benefits of
an MPS Solution Infographic
Download our infographic to discover the benefits of
outsourcing to ebi’s managed portfolio service.
What is ebi MPS?
ebi’s Model Portfolio Service is a range of professionally constructed, evidence-based, risk-graded portfolios created for financial advisers and their clients.
The portfolios are underpinned by an investment philosophy informed by decades of peer-reviewed academic research, including insights from factor investing. Rather than attempting to predict markets or select individual stocks, ebi applies a disciplined approach to portfolio construction, diversification and long-term investment principles. Find out more about passive vs active investing.
ebi’s portfolio suites support a range of investment approaches and sustainability preferences. They include factor-based, index-tracking, ESG-screened, socially responsible and impact-focused portfolios, together with Cash Plus solutions for clients with lower-risk cash management requirements.
Where available, ebi’s portfolios provide access to institutional share classes, which may help improve cost efficiency for clients.
How ebi’s Model Portfolios are Delivered
ebi’s model portfolios are delivered through our discretionary investment management service. The investment team monitors, and reviews portfolios within agreed investment mandates, helping advisers spend less time on day-to-day investment administration and more time supporting clients and developing their business.
Portfolios are managed using a tolerance-based rebalancing methodology that maintains alignment with their investment objectives while avoiding unnecessary trading.
Why Financial Advisers Choose ebi’s Model Portfolio Service
Evidence-based investment approach
Portfolios are built using an investment process informed by decades of peer-reviewed academic research and long-term investment principles.
Investment expertise recognised by the industry
Portfolios for different client needs
Choose from factor-based, index-tracking, ESG-screened, socially responsible, impact and Cash Plus portfolio suites.
Adviser-focused partnership
You retain responsibility for financial planning and client relationships while we manage portfolios on your behalf.
How ebi’s Model Portfolio Service Works
1. Choose your desired Portfolio Suite
Select the portfolio suite that best aligns with your client’s investment objectives, attitude to risk and sustainability preferences.
2. Delegate Investment Management
ebi manages the portfolio on a discretionary basis within the agreed investment mandate, taking responsibility for day-to-day investment decisions.
3. Ongoing Portfolio Oversight
The investment team continuously monitors portfolios, and implements changes when required. Rebalancing is undertaken when required to maintain alignment with the portfolio’s objectives.
4. Focus on
Your Clients
You retain responsibility for financial planning, suitability and client relationships while we manage the investment portfolios on your behalf.
Industry Recognition
Industry awards have recognised ebi’s Model Portfolio Service and discretionary investment service. You can view a comprehensive list of ebi’s award wins here.
2026 Awards
★ Best Value for Money – Citywire Adviser Choice Awards
2025 Awards
★ Best Outsourced Investment Manager – Money Marketing Awards
★ Most Improved Discretionary Fund Manager – FT Adviser Service Awards
★ 5 Stars – Discretionary Fund Managers – FT Adviser Service Awards
★ Best Sustainable Investment Portfolio Range (Earth Suite) – Investment Week Sustainable Investment Awards
2024 Awards
★ Best Model Portfolio Service – Professional Adviser Awards
★ Best Outsourced Investment Manager – Money Marketing Awards
2022 Awards
★ Best MPS Provider – IFA Magazine MPS Awards
What Advisers Say About ebi
“Partnering with ebi has enabled us to focus on what we do best – delivering high-quality financial planning to our clients.”
Graham, Financial Adviser
“Partnering with ebi has enabled us to focus on what we do best – delivering high-quality financial planning to our clients.”
Graham, Financial Adviser
Frequently Asked Questions about ebi MPS
1. What is a Model Portfolio Service?
A Model Portfolio Service (MPS) is a range of professionally managed, risk-profiled portfolios that allows financial advisers to delegate day-to-day investment management while retaining control of the advice relationship. The discretionary investment manager is responsible for portfolio construction, ongoing monitoring and rebalancing within an agreed investment mandate. Advisers remain responsible for assessing suitability, delivering financial advice and ensuring the portfolio continues to meet each client’s objectives.
2. How does an MPS differ from a DIM service?
ebi’s Model Portfolio Service (MPS) describes the range of investment portfolios available to advisers. Our discretionary investment management service is how those portfolios are implemented, monitored and managed on behalf of advisers and their clients. Most advisers access ebi’s model portfolios through this service.
Learn more about ebi’s discretionary investment management service →
3. What portfolio suites does ebi offer?
ebi offers a range of portfolio suites covering different investment objectives, investment styles and sustainability preferences. These include factor-based, index-tracking, ESG-screened, socially responsible and impact-focused portfolios, together with Cash Plus solutions for clients with lower-risk cash management requirements.
4. Which platforms are supported?
ebi’s portfolios are available on a broad range of adviser platforms, making them accessible through many of the systems advisers already use. Visit the Platform Partners page for the latest list of supported platforms or contact us if you would like to confirm availability for a specific platform.
5. How do I find out more?
The best place to start is a conversation. Request a callback and we’ll discuss your client bank, your current investment proposition and whether ebi’s Model Portfolio Service is the right fit for your firm. You can also download our MPS infographic for a concise overview of the benefits of outsourcing investment management to ebi.
Find out whether ebi’s Model Portfolio Service is right for your firm
Talk to our team about your investment proposition and how ebi’s professionally managed portfolios could support your business.
Want to understand how ebi manages portfolios on your behalf? Learn more about our discretionary investment management service and how we monitor, review and rebalance portfolios within agreed investment mandates.
Disclaimer/ Important Information
This information is intended for financial professionals only. It is not intended for use by, nor should it be distributed to retail clients under any circumstances.
All investments involve risk, and the value of investments may go down as well as up. Past performance is not a reliable indicator of future results.
ebi Portfolios Ltd is authorised and regulated by the Financial Conduct Authority (FRN: 581079).
Please note that tolerance-based rebalancing may occur more frequently than calendar-based rebalancing, depending on market conditions.