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?

  • 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.
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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).

    Active portfolios for clients who want to maximise their impact and returns

    UK advisers Offshore advisers
    Multi-asset portfolios of active funds running dedicated impact strategies
    Invests in companies whose products and services help solve social and environmental problems
    Detailed impact reporting using environmental and social impact metrics
    Positive impact investment approach naturally avoids controversial sectors
    Portfolio management fee: 0.32%0.18% (depending on AUM)
    Underlying fund charges: ~0.6%

    Hybrid portfolios for clients who want to invest towards a low carbon future

    UK advisers
    Eight risk-rated profiles, globally diversified across asset classes
    Invest for both financial returns and to maximise your impact on the climate
    Excludes armaments, fossil fuel extraction and production, gambling, pornography, thermal coal, tobacco
    Hybrid portfolios keep costs low
    Portfolio management fee: 0.32%0.18% (depending on AUM)
    Underlying fund charges: ~0.5%

    Passive portfolios for clients who want to invest sustainably at low cost

    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
    Negative screens including armaments, gambling & tobacco
    Portfolio management fee: 0.20%0.10% (depending on AUM)
    Underlying fund charges: ~0.25%
    • DD Hub
    • Rated 5 stars by Defaqto
    • Risk Rated by Defaqto
    • Risk Profiled by Dynamic Planner
    • Risk Rated by EValue
    • FE Transmission
    • Fintegrate
    • Fintegrate
    • Selectapension