Mainstreaming sustainable investments since 2012

EQ is an award-winning discretionary fund manager focused on sustainable and impact investing. We build partnerships with advisers in the UK and across the globe, offering active, passive and bespoke investment solutions.

Why use our DFM service?

  • Dual mandate: To achieve long-term capital growth and prioritise sustainability.
  • Our diversified, multi-asset portfolios offer a complete investment solution enabling you to focus your time on what you do best.
  • Our award-winning impact reporting, including carbon exposure analysis and SDG mapping, helps your clients to connect their investments with their values.
  • Model portfolios are available in a full range of wrappers on 10+ platforms (UK and offshore).
  • We have a strong track record in running bespoke mandates for individuals, charities and other institutions.
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    Award-winning research

    We're early adopters of best practice in sustainable investing. Our industry-leading research has won us accolades.

    • We invest in cutting-edge research tools and data in order to select the best funds and measure our impact.
    • We work in close partnership with our fund managers to drive best practice across the industry.
    • We align our due diligence to the best and latest industry standards and initiatives.

    Advocacy and engagement

    Our investment solutions

    We offer three model portfolio solutions which are suitable for the majority of clients (who do not have complex tax positions) plus a fully bespoke service (suitable for high net worth clients and sophisticated investors).

    The Positive Impact portfolios are managed with a dual mandate: to achieve long-term capital growth by investing in solutions that address the world's major social & environmental challenges.

    UK advisers Offshore advisers
    Multi-asset portfolios of active funds running dedicated impact strategies
    Detailed impact reporting using environmental and social impact metrics
    Positive impact investment approach naturally avoids over 20 controversial activities
    Portfolio management fee: 0.33%—0.18% (depending on AUM)
    Underlying fund charges: ~0.6%

    The Climate Action portfolios are managed with a dual mandate: to achieve long-term capital growth by investing in companies that show climate change leadership.

    UK advisers
    Eight risk-rated profiles, globally diversified across asset classes
    Invest to support the transition to a net zero economy
    Avoids 6 harmful activities including armaments, fossil fuel extraction and production, and tobacco
    Hybrid portfolios keep costs low
    Portfolio management fee: 0.32%—0.18% (depending on AUM)
    Underlying fund charges: ~0.5%

    The Future Leaders portfolios are managed with a dual mandate: to achieve long-term capital growth by investing in the most responsibly run businesses whilst avoiding the most controversial activities.

    UK advisers Offshore advisers
    Multi-asset portfolios of ESG-integrated and thematic index funds and ETFs
    Invests in companies with strong ESG profiles
    Overweights in sustainable themes: clean energy, healthcare, green bonds
    Avoids 11 harmful activities including armaments, fossil fuel extraction, tobacco and gambling
    Portfolio management fee: 0.20%—0.10% (depending on AUM)
    Underlying fund charges: ~0.25%
    Download a detailed side-by-side comparison
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    • Rated 5 stars by Defaqto
    • Risk Rated by Defaqto
    • Risk Profiled by Dynamic Planner
    • Risk Rated by EValue
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    Bringing impact to life

    Positive Impact Report 2023
    Online impact calculator