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?
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- We aim to maximise both investment returns and sustainability for your clients’ portfolios.
- 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.