Vantage Earth Portfolio Suite
Award-winning1 suite of evidence-based, factor-tilted and sustainable portfolios.
1. Investment Week’s Sustainable Investment Awards 2025:
Best Sustainable/ESG Investment Portfolio Range
Evolution of the Earth Portfolios
The Earth Portfolios have long been ebi’s flagship sustainable factor investing portfolio range — recognised by Investment Week’s Sustainable Investment Awards 2025 as Best Sustainable/ESG Investment Portfolio Range: Earth Suite.
Enhanced through Amundi’s factor-screened strategies, the suite now offers improved ESG alignment, deeper factor exposure, and robust governance, without compromising on cost efficiency or transparency.
Amundi
Our collaboration with Amundi – Europe’s largest asset manager (€2.2tn AUM) – strengthens the Earth suite with enhanced institutional scale and depth.
Advisers benefit from improved ESG integration, enhanced factor performance, and tax-efficient fund structures.
Global Coverage, Local Expertise
A commitment to
excellence
£2.2tn1 Total Assets Under Management
ESG Pioneers since inception in 2010
1. Data as of October 2025.
Benefits for Financial Advisers
ebi’s Vantage Earth Portfolio Suite provides financial advisers with an efficient, end-to-end solution for portfolio management — combining the structure of a Model Portfolio Service (MPS) with the flexibility of a Discretionary Investment Management (DIM) framework.
It’s a turnkey platform built to streamline portfolio oversight, support client outcomes, and enhance your business efficiency.
Key Adviser Benefits
Embedded sustainability (ESG)
Embedded sustainability (ESG) approach supporting responsible investment objectives.
ㅤ
ㅤ
ㅤ
Academically driven factor tilts
Exposure to academically driven factor tilts (value, momentum, quality, minimum volatility, and size) designed to enhance long-term risk-adjusted returns for clients.
Benchmark consistency
Full alignment with MSCI indices to ensure consistent benchmarking.
ㅤ
ㅤ
ㅤ
ㅤ
ㅤ
Discretionary management fee
0.12%. Additional costs such as fund OCFs, platform fees, and transaction costs apply.
ㅤ
ㅤ
ㅤ
Robust research and due diligence
Access robust research, due diligence, and FCA-aligned governance — giving you and your clients confidence in every investment decision.
ㅤ
Transparent client reporting
Transparent client reporting for clear communication and ongoing engagement. Request a Vault demo.
ㅤ
ㅤ
ebi-managed Discretionary Portfolios, enabling advisers to focus on client relationships while we handle:
✔ Portfolio design
✔ Fund selection
✔ Ongoing monitoring — all within agreed mandates and governance standards.
Benefits for Clients
Delivering Meaningful Outcomes for Your Clients
Clients gain access to globally diversified, ESG-screened, factor-tilted portfolios designed to support responsible, long-term investment objectives.
Key Client Benefits
Global diversification
Global diversification across asset classes and regions. Over 13,000 equities and bond holdings¹.ㅤ
ㅤ
ㅤ
ESG-screened portfolios
ESG-screened portfolios incorporating environmental, social, and governance considerations.
ㅤ
Benchmark consistency
Factor-tilted exposure targeting drivers of long-term returns such as value, quality, minimum volatility, momentum, and size.
ㅤ
Cost-efficient implementation
Cost-efficient implementation through institutional-quality fund access.
Enhanced transparency
Enhanced transparency via clear benchmarks and regular reporting.
ㅤ
Tax-efficient
Tax-efficient structure designed to improve net returns, where applicable2.
ㅤ
Institutional
oversight
Institutional oversight ensuring governance and risk management standards.
1. Data as at 31/08/2025. Across all equity and fixed income holdings. Source: Morningstar Direct.
Capital is at risk. Past performance is not a reliable indicator of future results. Tax treatment depends on individual circumstances and may change in future.
Portfolio Options
The Vantage Earth Portfolio Suite offers 11 portfolios, each balancing equities and bonds in varying proportions to suit different client risk profiles and investment objectives.
All Earth portfolios are grouped into three clear risk/return categories — helping advisers match client goals efficiently and with confidence.
Cautious / Defensive
• Designed for income-focused or low-volatility clients seeking stability and steady returns.
• Portfolios: Earth Bond, Earth 10, Earth 20, Earth 30, Earth 40
• Target Equity Exposure: 0–40%
Adviser message: Minimise risk, prioritise capital preservation
Moderate / Balanced
• Ideal for clients aiming for a balance between growth and capital protection.
• Portfolios: Earth 50, Earth 60
• Target Equity Exposure: 50–60%
Adviser message: Diversified growth through balanced equity–bond exposure.
Growth / Adventurous
• Suited to long-term investors comfortable with higher volatility in pursuit of greater growth potential.
• Portfolios: Earth 70, Earth 80, Earth 90, Earth 100
• Target Equity Exposure: 70–100%
Adviser message: Capture equity-led performance over the long term.
All portfolios are managed within the same disciplined framework and sustainability principles, ensuring consistent risk management and investment integrity across the suite.
Factors in our Earth Portfolio Suite
Our Earth Portfolios apply a factor-based investing approach — targeting proven, long-term drivers of equity returns. This means we tilt portfolios toward characteristics that have historically delivered stronger risk-adjusted performance than the market alone.
Value
Favouring companies that appear undervalued relative to fundamentals.
Momentum
Capturing trends by investing in stocks showing sustained performance strength.
Size
Allocating towards smaller companies with higher growth potential.
Quality1
Emphasising financially robust businesses with stable
earnings and sound balance sheets.
Minimum Volatility
Reducing risk by focusing on stocks with
historically steadier price movements.
These factors are accessed through our selected underlying funds and manager overlays — ensuring diversified, evidence-based exposure within each portfolio.
ㅤ
1. Exposure to the Quality factor is gained through underlying investment funds in the Earth portfolios tilting towards this factor within their investment processes.
Factor investing may not be suitable for all clients and can experience periods of underperformance during specific market conditions.
ㅤ
Find out more about Factor Based Investing
Capital is at risk. Past performance is not a reliable indicator of future results.
Vantage Earth: Built on a legacy of Responsible Investing
From the outset, ebi has championed sustainable investing — embedding environmental, social, and governance (ESG) principles across every Earth portfolio.
ㅤ
Working closely with fund managers, we select strategies that align our evidence-based, factor-tilted philosophy with genuine sustainability at their core.
ㅤ
Bringing four new Amundi ESG-screened factor funds into the Earth suite, we are further enhancing the sustainability characteristics of the Earth portfolios, driven by the expertise, and experience of Europe’s leading sustainability-focused investment fund manager.
ㅤ
Find out more about ESG Investing
Capital is at risk. Past performance is not a reliable indicator of future results.
Recognised for Excellence
ebi’s commitment to responsible investing has been recognised at the Investment Week Sustainable Investment Awards 2025,
where the Earth Portfolio Suite was named: Best Sustainable / ESG Investment Portfolio Range.
This recognition reflects our ongoing dedication to combining
academic rigour, sustainability integration, and adviser-focused innovation to help clients achieve meaningful, long-term outcomes.
Download our Earth Portfolios Product Profile
Disclaimer
The content on this site is created specifically for independent financial advisers and other professionals. Information contained on the following pages should not be used or relied upon by private investors.
The value of investments can go down as well as up and it is possible to get back less than the amount invested. Past performance is not a reliable indicator of future performance.
Factor investing may not be suitable for all clients.
2025 ebi Portfolios Ltd. All rights reserved. Issued by ebi Portfolios Ltd. ebi Portfolios Ltd is authorised and regulated by the Financial Conduct Authority (581079). Registered in England, Number 07473221.
Registered Address: Aurora, Counterslip, Bristol, BS1 6BX
Mailing Address: ebi Portfolios, Suite 7, Beecham House, Beecham Business Park, Northgate, Aldridge, West Midlands, WS9 8TZ, United Kingdom