ebi Portfolios Ltd
Website: www.ebi.co.uk
Introduction
Launched in 2010, ebi is a discretionary investment manager (DIM) built on the principles of diversification and passive portfolio management.
Our vision is to facilitate advisers in delivering improved financial outcomes for their clients. To be achieved through offering a forward looking investment proposition in conjunction with a Managed Portfolio Service (MPS) designed to present complex information clearly to investors. What separates ebi from a traditional MPS provider is that we use technology and our deep collaboration with financial planners to provide a comprehensive range of services, extending beyond managing money.
Evidence based investing lies at the heart of our Vantage portfolios. Years of peer reviewed academic research, including factor driven strategies aims to deliver increased diversification and superior returns over a long-term horizon.
Vantage is ebi’s discretionary MPS service, and was created to provide advisers with access to innovative technology to facilitate their clear communication of ebi’s investment proposition to their investors. Vantage provides an optimized ‘tolerance-based’ rebalancing service, aiming to minimise the frequency of rebalancing and the volume of trades, thus reducing the cost of rebalancing and improving portfolio performance..
Models
ebi offer a range of evidence-based investment solutions to investors. All portfolios are globally diversified with our flagship range including increased allocations to carefully selected factor premiums and ESG screened funds, across both the equity and bond elements of the portfolio.
Our flagship solutions are available in both income and accumulation units, and are available in increments of 10% equity increases from the 0% Bond portfolio up to 100% equity. Other solutions are available in accumulation units only and are available in equity increments of 20% (20, 40, 60, 80 and 100% equity).
ebi’s White Label and Partner Portfolio Services enables adviser firms to market their own brand portfolios (bespoke portfolio service).
Please contact ebi for further information on the range of portfolio solutions available.
Charges
ebi’s Vantage Managed Portfolio Service is 0.12% per annum.
Contact details
For more information on accessing ebi’s Managed Portfolio Service, please contact your Aviva regional sales manager, or ebi’s Client Relations team on:
Phone - 01922 472226
Email - enquiries@ebi.co.uk
Web - www.ebi.co.uk
Legal notice
This website is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. The content on this website has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice.
Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content on this website prepared or provided by third parties, nor the accuracy and completeness of that content.
Third parties are any person other than an Aviva company or Aviva employee. By allowing third parties to publish material on this web page Aviva is not endorsing the contents of that material. Any views expressed are the views of that third party and Aviva does not endorse those views.