ebi Portfolios Ltd
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..
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.
All of our solutions are available as either accumulation or income units and are segmented into 11 portfolios ranging from a 100% bond portfolio to a 100% equity portfolio with increments of 10% equity increases.
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.
ebi’s Vantage Managed Portfolio Service is 0.12% per annum.
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 - email@example.com
Web - www.ebi.co.uk
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