EQ Investors is an award-winning discretionary fund manager working with advisers across the UK. We have a successful history of managing investment portfolios and pride ourselves on developing lifelong relationships based on integrity and trust.
Our focus on creating positive impacts on society and environment through our 'Positive Impact Portfolios' is also reflected in our corporate structure: We are proud to be one of the first UK companies to be awarded B Corporation status, an internationally recognised standard for companies that believe in business as a force for good.
We provdie discretionary fund management services through our 'Positive Impact Portfolios'. These are managed by our dedicated portfolio managers under a dual mandate: to provide competetive financial returns for a client's specific risk profile, and create positive impacts on society and the environment, helping to solve real world challenges. Specifically, we offer:
Model Impact Portfolios; no minimum contribution, eight risk profiles, available on 18 platforms, personalised impact reporting and communication.
Bespoke Impact Portfolios; a portfolio actively managed to specific client risk/return needs, larger asset class diversity, impact tilts, tax optimisation, personalised impact reporting and communication.
The Practical Solution
DD|hub provides a practical framework for advisers to use in the due diligence part of their provider selection. We do not force you to use a standardised questionnaire nor do we have a proprietary selection process that we make you use.