In order to provide a good and consistent investment experience for their clients, EBIS members apply a rigorous process to the construction of investment portfolios.
This process considers each asset class and sub-class, examines the evidence for and against holding it, and recommends whether it is likely to add risk-adjusted return to portfolios. Model portfolios are tested for the most appropriate combination of each asset class, using the latest developments in Modern Portfolio Theory. Finally, the funds available in each asset class are reviewed against a range of criteria, including cost and how well it fills its brief, and again recommendations are made to the group.
The investment committee brings forward to the members as a whole the evidence they need to make individual portfolio decisions for their clients. Thus the resources of the EBIS group - the experience and intellectual capital - are combined to produce the data, but each member will take your personal values and goals into account and apply his or her individual style to produce an investment portfolio suited to your needs.
As well as the expertise within the group, EBIS makes extensive use of external consultants, to challenge our thought processes, to source the data necessary for the research we conduct, and to validate our own decisions. We are continually seeking to stay at the forefront of developments in the science of investing.
This process considers each asset class and sub-class, examines the evidence for and against holding it, and recommends whether it is likely to add risk-adjusted return to portfolios. Model portfolios are tested for the most appropriate combination of each asset class, using the latest developments in Modern Portfolio Theory. Finally, the funds available in each asset class are reviewed against a range of criteria, including cost and how well it fills its brief, and again recommendations are made to the group.
The investment committee brings forward to the members as a whole the evidence they need to make individual portfolio decisions for their clients. Thus the resources of the EBIS group - the experience and intellectual capital - are combined to produce the data, but each member will take your personal values and goals into account and apply his or her individual style to produce an investment portfolio suited to your needs.
As well as the expertise within the group, EBIS makes extensive use of external consultants, to challenge our thought processes, to source the data necessary for the research we conduct, and to validate our own decisions. We are continually seeking to stay at the forefront of developments in the science of investing.