What is ebi?
ebi is a Midlands-based discretionary investment manager that’s been making waves in the investment advising industry. They specialize in managing portfolios on behalf of Independent Financial Advisers and their clients. The term “discretionary” means ebi has the authority to make buy or sell decisions, taking the day-to-day hassle off advisers’ plates. Built on principles like diversification, sustainable investing, and lower-cost portfolio management, ebi has earned a reputation for innovation and reliability. Oh, and did we mention? They’re multi-award-winning, including the prestigious ‘Best Outsourced Investment Manager’ at the Money Marketing Awards for both 2024 and 2025.
The Main Benefit of Choosing ebi
So, what sets ebi apart? Here’s a quick snapshot of the key figures and facts that highlight their edge:
- Winner of ‘Best Outsourced Investment Manager’ – Money Marketing Awards 2024 & 2025
- B Corp score of 105.3, reflecting strong commitment to sustainability and ethical practices
- Comprehensive outsourced investment solutions tailored for UK Financial Advisers
- Plug and play client communication support to keep investors informed and engaged
- Robust compliance framework that documents investment decisions, helping advisers de-risk their business
- Access to a suite of investor-friendly presentation tools and research resources
- Trusted partnerships with top Platforms, Fund Providers, and Research Tools worldwide
Understanding Discretionary Fund Management (DFM)
Discretionary Fund Management, or DFM, is at the heart of what ebi does. Simply put, a DFM builds and manages investment portfolios on behalf of financial advice firms and their clients. The “discretionary” bit means they’re authorized to make those crucial buy or sell calls without needing to check in every single time. This approach allows for quicker decisions, better risk management, and ultimately, a more tailored investment experience. ebi’s expertise in this area means advisers can focus on their clients while ebi handles the nitty-gritty of portfolio management.
Embracing Evidence Based Investing
One of ebi’s standout philosophies is evidence based investing. This means investment decisions aren’t just gut feelings or trends—they’re grounded in solid research and data. By relying on proven strategies and avoiding emotional biases, ebi aims to deliver consistent, long-term results. This approach also ties into their commitment to factor based investing, where portfolios are constructed based on specific investment factors that have historically driven returns. It’s a smart, disciplined way to invest that appeals to advisers and clients alike.
ESG and Sustainable Investing at ebi
ESG—Environmental, Social, and Governance—is more than just a buzzword for ebi. It’s a core part of how they evaluate investments and build portfolios. ESG criteria help screen companies based on their sustainability impact, ensuring investments align with ethical and environmental values. ebi offers tools like an Emissions Calculator and various ESG data resources to support advisers and clients in making informed, responsible choices. Their focus on sustainable investing also includes positive screening and exclusion based investing, giving clients options to invest in ways that truly reflect their values.
Project Impact: Sustainable Development Goals (SDGs) Linked to ebi
- SDG 8: Decent Work and Economic Growth – promoting sustainable economic growth through responsible investment
- SDG 12: Responsible Consumption and Production – encouraging sustainable business practices via ESG criteria
- SDG 13: Climate Action – reducing carbon footprints with tools like the Emissions Calculator
- SDG 17: Partnerships for the Goals – collaborating with global platforms, fund providers, and research tools
Supporting Advisers with Research, Tools & Analysis
ebi doesn’t just manage portfolios—they empower financial advisers with a full suite of research, tools, and analysis. This support helps advisers de-risk their business by providing a clear compliance framework that documents why investment decisions are made. Plus, there are plenty of investor-friendly presentation tools designed to keep clients informed and engaged. It’s all about making the investment process smoother, more transparent, and ultimately more effective for everyone involved.
