Join us for this exclusive ebi member webinar
ebi’s Tolerance-Based rebalancing Methodology Changes
With Investment Product Manager Jonathan Griffiths, CFA, and Data Analyst Chris Johnston
What’s it about?
Join us for this exclusive ebi member webinar where Investment Product Manager Jonathan Griffiths, and Data Analyst Chris Johnston will provide an overview of the different approaches to portfolio rebalancing, the results of ebi’s long-term rebalancing data study, and an update on the amendments being made to ebi’s tolerance-based rebalancing approach.
Learning objectives
1. Understand the differences between calendar-based rebalancing and tolerance-based rebalancing
2. Understand how a tolerance-based rebalancing approach can potentially lead to superior returns over the long-run
3. Understand the changes being made to ebi’s tolerance-based rebalancing approach
Structured CPD Applicable. For Financial Professionals Only
When is it?
Our exclusive ebi member webinar takes place: May 28th, from 11am – 12pm
Meet the team
Jonathan Griffiths, CFA – Investment Product Manager at ebi
Jon 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.
Chris Johnston, MSc – Data Analyst at ebi
Chris holds an MSc in Brain Imaging and Cognitive Neuroscience from the University of Birmingham, as well as a BSc (Hons) in Biological Psychology from the University of the West of England. Chris has a specialisation in data analysis, quantitative research, and statistics, utilising Python alongside other programming techniques. At ebi, his primary duties include collecting, curating, and managing data in both internal and third-party systems. He also builds and maintains automated workflows within the organisation and provides support to the broader business in their data analysis needs.
Download our supporting Literature
Download our ‘What is Tolerance-Based Rebalancing?’ infographic
An easy to understand infographic detailing the core principles of Tolerance-Based Rebalancing.
Download our ‘Tolerance-Based Investing Whitepaper Highlights’ Document
An easy to understand infographic detailing the core principles of Tolerance-Based Rebalancing.
Download our ‘Tolerance-Based Rebalancing FAQs’ Document
An easy to understand infographic detailing the core principles of Tolerance-Based Rebalancing.