EBI Portfolios Ltd

Website: www.ebip.co.uk

EBI Portfolio logo

Introduction

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  
  • Models

ESG Portfolios

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:

Modles

EBI’s Portfolios

  • UK-Biased
  • Global (excludes ETFs)
  • World (includes ETFs)
  • Earth (ESG Integrated)

Rebalance schedule

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.

Charges

EBI's DIM fee is a low 0.12% with OCFs of each portfolio ranging from 0.09% - 0.31%

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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