Investor’s Page – Who are ebi?
ebi are an award winning midlands based Discretionary Investment Manager serving Independent Financial Advisers
Who are ebi?
ebi are a multi award winning midlands based Discretionary Investment Manager serving Independent Financial Advisers.
Our team manage investment portfolios on behalf of financial advisers and their clients, like you!
Discretionary Investment Manager
A Discretionary Investment Manager builds and manages portfolios on behalf of their financial advice firms and their clients. ‘Discretionary’ refers to the fact they are authorised to make the ‘buy’ or ‘sell’ decisions.
Watch our ebi introduction video which explains what we does and covers our investment philosophy, highlighting evidence based investing, passive vs active investing, and ESG in a simple and easy to understand way.
ESG
ESG stands for Environmental Social and Governance, and refers to the three key factors when measuring the sustainability impact of an investment in a business or company. ESG criteria are used to screen investments for inclusion or exclusion within a portfolio1.
We are extremely proud to have won two industry awards for our Managed Portfolio Service in July 2022.
We won Best Overall MPS provider and the Best MPS Technology/Platform at the IFA MPS Awards.
These awards demonstrate the dedication and commitment our team have in providing the very best in service, technology and innovation for our advisers and their clients.
Like to learn more about investing?
Download our ‘Basics of Investing’ Infographic
Our infographic helps explain some key investment terms and concepts.
¹ Online – Market Business News, ESG definition