Helping your clients invest in line with their values

Since 2012 EQ has brought sustainable and impact investing into the mainstream

Why use EQ’s DFM service?

We aim to maximise both investment returns and sustainability for your clients’ portfolios:

  • We act as discretionary fund manager for advisory firms across the UK.
  • 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 also a strong track record in running bespoke mandates for individuals, charities and other institutions. Learn more about our Bespoke service.

Investment solutions

We offer two model portfolio solutions (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).

UK advisers Offshore advisers UK advisers Offshore advisers

For clients who want to maximise their impact and returns

For clients who want to invest sustainably at low cost

Multi-asset portfolios of active funds running dedicated impact strategies Multi-asset portfolios of passive funds: ESG-integrated and thematic index funds and ETFs
Invests in companies whose products and services help solve social and environmental problems Invests in companies with strong ESG profiles
Detailed impact reporting using environmental and social impact metrics Overweights in sustainable themes: clean energy, healthcare, green bonds
Positive impact investment approach naturally avoids controversial sectors Negative screens including armaments, gambling & tobacco
Underlying holdings mapped to the UN Sustainable Development Goals
Market-leading carbon exposure analysis and a lower carbon footprint than market benchmarks
Portfolio management fee: 0.33%0.2% (depending on AUM)
Underlying fund charges: ~0.6%
Portfolio management fee: 0.25%0.125% (depending on AUM)
Underlying fund charges: ~0.25%

Meet the team

EQ Investors is an award-winning investment manager with a strong in-house research team:

John is the CEO of EQ. After gaining an MA in Engineering at Clare…
John Spiers
Chief Executive
As EQ’s Head of Investment, Sophie has oversight and responsibility for all aspects of…
Sophie Kennedy
Head of Investment
Mike heads up the investment management team. After completing his BSc in Chemistry at…
Mike Neumann
Head of Investment Management
Damien has an MSc in Management from Reims Management School and an MSc in…
Damien Lardoux
Head of Impact Investing
Kasim graduated with a BSc (Hons) in Physics from Imperial College and is a…
Kasim Zafar
Chief Global Investment Strategist
Daniel is an Investment Manager in the Bespoke Discretionary Management team. He joined EQ…
Daniel Bland
Investment Manager
Andrew is an Investment Manager in the Bespoke team. He joined EQ Investors from…
Andrew J. Rees
Investment Manager
Louisiana joined EQ in October 2018 after completing a masters in sustainable business at…
Louisiana Salge
Impact Specialist
Tertius joined EQ in 2016 and is responsible for covering investment ideas within US,…
Tertius Bonnin
Investment Analyst
Andrew joined EQ in September 2020 and is responsible for coverage across Asia, Emerging…
Andrew Cheung
Investment Analyst
Arjun Wariabharaj
Junior Investment Data Analyst

Contact us

For all enquiries about our DFM service, please get in touch:

Admirably level-headed fund managers
Anthony Hilton, The Evening Standard