EBI Portfolios Ltd

Website: www.ebip.co.uk

EBI Portfolio logo

Introduction

ebi specialise in offering evidence based, passively managed, ESG integrated, low-cost investment solutions to financial advisers throughout the UK. As the UK’s first Turnkey Asset Management Program (TAMP), ebi provide a suite additional resources aimed at helping advisers communicate the investment proposition to clients.

ebi partner with advisory firms to provide portfolios through their Managed Portfolio Service, Vantage, but also to offer additional support in the form of cashflow modelling tools, portfolio analysis, client ready content and assisting with daily administration tasks.

ebi’s Portfolios

  • Earth
  • Earth UK Bias

Investment Philosophy

Evidence Based Investing – The process of systematically reviewing, appraising and implementing academic research findings to aid the delivery of optimum investment solutions to investors.

ebi’s Investment Philosophy is built around the core principal beliefs of;

  • Diversification works
  • Risk and reward go hand in hand
  • investing is a zero-sum game
  • Obtaining economies of scale
  • Capitalism works
  • emaining understandable and simple

Tolerance-Based Rebalancing

ebi operates 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.

Earth Portfolios

ebi are committed to responsible investing and to upholding their pledge and obligations as signatories to the United Nations Global Compact (UNGC) and as such, incorporate Environmental, Social and Governance (ESG) screened funds wherever possible within their portfolios. 

Charges

ebi's DIM fee is 0.12% and the OCF of each portfolio ranges from 0.09% - 0.34%.

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@ebip.co.uk

Web - www.ebip.co.uk

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