ebi

Our Q3 2024 webinar is now available to watch and includes a Q3 macroeconomic overview as well as an asset class review. Watch now: https://bit.ly/4fgrlZ8

Download our Bull and Bear infographic. It's a valuable resource to help clients understand why short-term volatility is temporary and the long-term rewards of passive investing. Download: https://bit.ly/3RGnKKY

Our September monthly commentary explores the current landscape of UK and US interest rates, the surge in Chinese equities and the potential repercussions of escalating Middle East tensions on global stability and energy markets. Read now: https://bit.ly/3BAOZkj

Join us for a Q3 macroeconomic update, asset class review, and ebi portfolio update. Wednesday, October 23rd @ 1 PM. Register now: https://bit.ly/4evKBl5 For financial professionals only.

ebi's Q3 commentary is now available and explores major central banks cutting interest rates, U.S. equities falling amid AI and global economic concerns, UK equities strengthening and more. Read now: https://bit.ly/3zXd2JM

Your Money, Your Values: Aligning Investments with Sustainability 🌳 🌎 I've seen how important it is for my clients to ensure their investments are aligned with their personal values and sustainability goals. James and Claire have always been conscious about reducing their environmental impact. So when we reviewed their investment portfolio, they were shocked to discover that it contained investments in fossil fuels - something that went completely against James' core beliefs. 🤯 "I can't understand how you could be selling fossil fuels when I've been pushing my company for years not to invest in those companies. I feel like a complete hypocrite," James told me, visibly upset. 🙃 I knew we needed to explore more ethical investment options for James and Claire. That's when I introduced them to the idea of ebi sustainable portfolios with the help of Keaton Jones ACSI 💚 Unlike their current investments, the EBI portfolios had significantly lower exposure to fossil fuels and other unethical sectors. It also boasted lower carbon emissions and carbon risk scores - key measurements for environmentally-conscious investors. ⛽ Equally important was the issue of transparency. James and Claire had questions about the underlying investments in their current "green" fund, concerned that it may not be living up to its sustainable label. The EBI approach, with its clear reporting on ethical factors, provided much-needed clarity. "I'm glad we were able to find an investment that truly reflects my values," James said. "It's a weight off my shoulders." When it comes to your investments, make sure they're working as hard for the planet as they are for your financial future. Work with an advisor who can help you navigate the sustainable investing landscape and find solutions tailored to your unique values and goals. 🌆 After all, your money has the power to drive positive change. Isn't it time you put it to work for a greener, more sustainable world? 🌐 #SustainableInvesting #EthicalInvesting #GreenFinance #ValuesDrivenInvestment #FinancialAdvisor