The EQ Positive Impact Portfolios are for investors who care about how and where their money is invested. The best companies have always been the ones that innovate, find new ways to serve real needs and solve real problems. At EQ we wanted to capture these impact investment opportunities. Whilst there were plenty of ethical funds, we identified a growing demand from retail investors for a discretionary managed model portfolio approach.
In response, EQ designed a unique investment strategy called positive impact. This led to the launch of EQ’s Positive Impact Portfolios in 2012 and they have been a terrific success, both in terms of performance and popularity.
Our quarterly update focuses on specific investments made by the funds within the Positive Impact Portfolios. This update concentrates on three of them: Clean fuels (powering electric vehicles), social change (tackling high re-offending rates) and water (addressing an increasing shortage).
In response to growing demand, EQ Investors (EQ) designed a unique investment strategy called Positive Impact. The best companies have always been the ones that innovate, find new ways to serve real needs and solve real problems, and we wanted to capture these impact investment opportunities.
EQ Investors (EQ) is an award-winning boutique wealth manager, led by John Spiers, the founder of Bestinvest. We provide financial advice and investment management to individuals, small companies and charities around the UK.
EQ is an experienced provider of discretionary fund management (DFM) model portfolios. We offer access to diversified investment portfolios that cater for investors with different preferences and risk appetites.
Achieving good investment returns requires an excellent team. Our experienced portfolio managers have a proven track record of managing multi-asset portfolios and are supported by a highly skilled team of investment research analysts.
Our DFM and bespoke service allows external advisers to effectively outsource the day-to-day management of clients’ portfolios, freeing up time to focus on what they do best: maintaining client relationships and dealing with non-investment issues such as effective tax planning.
All of our portfolios are based around collective investments because we are convinced that is the best way to maximise performance. Our allocations to assets are driven by our analysis of fundamental value and our fund selection techniques incorporate sophisticated analysis of track records coupled with intensive interviews of each manager.
Global issues, global opportunities.
The EQ Positive Impact Portfolios focus investment on solutions to the most pressing social and environmental issues of our time. They can be used as a stand-alone option for those who view social and environmental considerations as paramount to their investment objectives, or as separate specialist portfolios.
OUR INVESTMENT SOLUTIONS
POSITIVE IMPACT MODEL PORTFOLIOS
Our Positive Impact approach is available through seven risk graded model portfolios from as little as £1,000. They follow a very rigorous investment process where only the funds with the highest impact on the society and or the environment are selected.
Each model portfolio has been built to achieve different investment objectives and the equity allocation ranges from 35% for the Cautious Portfolio up to 98% for the High Octane Portfolio. Portfolios typically invest in 20 to 25 funds, covering a range of styles, asset classes and fund management groups.
The EQ Positive Impact Portfolios are available on a number of platforms at a cost of 0.35% + VAT.
POSITIVE IMPACT BESPOKE SERVICE
EQ Positive Impact Bespoke portfolios is based on the same investment process than the model portfolios but designed for clients with large sums to invest. We still use funds to implement our investment choices but these may include ‘closed end’ vehicles such as investment trusts or REITs. You can also hold other Execution Only, or Advisory portfolios, within the overall account.
Tailoring your investment portfolio also enables us to make the best use of tax allowances – ensuring that taxable income is derived, where possible, in tax sheltered accounts such as ISAs and that full use is made of annual CGT allowances.
Portfolios now available on Nucleus and Transact.
EQ is pleased to announce that its popular Positive Impact Portfolios are now available for financial advisers to access via the Transact and Nucleus. The portfolios are also available via the Novia and Alliance Trust platforms with further announcements due imminently.
Through our Amity Funds we have worked with EQ Investors and their research team for a number of years and have been regularly impressed by their fund review process, the depth of their research and their commitment to providing leading sustainable investment portfolios for clients.
NEVILLE WHITE, HEAD OF SRI POLICY & RESEARCH
EDEN TREE INVESTMENT MANAGEMENT
MEET THE EQ INVESTORS TEAM
Our staff are our most valuable asset. Businesses that don’t treat their own staff well cannot deliver good service to clients and suffer from high staff turnover. We involve our staff in all aspects of running the business, contributing ideas to help ensure continuous improvement.
Chief Executive Officer
t. 020 7488 7181
After gaining an MA in Engineering at Clare College, Cambridge John went into the City as an investment analyst for 10 years. In 1986 he set up Bestinvest and over the next 20 years it grew to become a leading private client advisory and wealth management business with over 50,000 clients. In 2007 Bestinvest was acquired by 3i. John remained as a director until 2014 and then acquired EQ Investors.
t. 020 7488 7181
Damien has managed our Positive Impact, Low Cost and Income portfolios since their launch and leads our research on social and environmental impact as well as commercial property. He is a strong advocate for sustainable investing, presenting the case both for its financial and social benefits. Before joining EQ in 2012, he spent four years as an investment manager at Bank of America Merrill Lynch.
Business Development Manager
t. 020 7488 7181
Terri works closely with EQ’s Portfolio Managers and is responsible for introducing advisers to our discretionary investment management services. She looks to build and managed long-term relationships with mutually beneficial outcomes. Prior to joining EQ in 2016, she spent more than six years at the Tilney Group, undertaking business development and client relationship roles.
t. 020 7488 7182
Ben joined EQ in 2015 and has over 12 years’ of experience across the pensions, financial technology and wealth management sectors. At EQ, he is responsible for developing, managing and implementing the marketing communications strategy.
Head of Research
t. 020 7488 7181
Sophie is responsible for the research agenda across EQ, leading a six-strong team that covers open and closed-ended funds. Sophie leads the research on UK, US and global equities, as well as tax-efficient investments including the Enterprise Investment Scheme and Venture Capital Trusts.
Investment Manager, Bespoke Discretionary
t. 020 7488 7181
Daniel joined EQ from Quilter Cheviot, where he managed private client portfolios, developing expertise in specialist fixed interest and equity mandates. His career began at RBS after graduating from the University of Nottingham. He then joined Bestinvest. He has 8+ years’ investment management experience, holds a Masters in Wealth Management from the CISI and a personal charter as a Fellow of the Institute.
Positive impact. Strong financial returns.
The EQ Positive Impact Portfolios are not just about selecting investments that do good, they are also about selecting good investments. The seven risk adjusted model portfolios range from ‘Cautious’ for the most risk-adverse to ‘High Octane’ for the most risk-seeking. Each portfolio is invested in a well-diversified mix of 20 to 25 funds and actively managed by EQ.
Increasingly investors wish to see their savings put to work to build a sustainable economy, as well as a nest egg for their future. EQ’s approach to identifying positive environmental investment opportunities is well aligned with such objectives and we are delighted that Impax’s funds align with their approach.
BRUCE JENKIN JONES, HEAD OF LISTED EQUITY FUNDS
IMPAX ASSET MANAGEMENT
WE WOULD LOVE TO HEAR FROM YOU!
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EQ Investors has been promoting for years the concept of impact investing where financial performance goes hand in hand with social and environmental benefits. If you would like to know more about our offering, contact Damien Lardoux on 020 7488 7181 or email email@example.com.