EBI Portfolios Ltd
EBI specialise in offering evidence based, passively managed, and low-cost investment solutions to financial advisors throughout the UK. As the UK’s first Turnkey Asset Management Program (TAMP), EBI provide a suite of resources aimed at helping advisers communicate their 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, a repository of whitepapers and research, and assisting with daily administration tasks their members face. 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
- Remaining understandable and simple
Having recently launched their ESG-Integrated Earth Portfolios, EBI believe we are at a tipping point in history where sustainable investing becomes mainstream. It’s fast becoming apparent that evidence-based, ESG portfolios are available with little or no additional cost, and even show signs of out-performing their non-ESG counterparts. are six risk grades available for DCS:
- Global (excludes ETFs)
- World (includes ETFs)
- Earth (ESG Integrated)
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.
EBI's DIM fee is a low 0.12% with OCFs of each portfolio ranging from 0.09% - 0.31%
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 - firstname.lastname@example.org
Web - www.ebip.co.uk
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.