Bespoke
sustainable
investing

Our Bespoke team partner with advisers and intermediaries to offer support and expertise on sustainable investing, tailored to your clients’ needs.

Expertise on sustainable investing

As thought leaders in the sustainable investment space we can help you and your clients stay ahead of the curve.
We can provide detailed analysis of existing client portfolios and impact comparison studies.
We can advise on related best practice including carbon footprinting and offsets.

Bespoke portfolio management

We specialise in the managed transition of existing portfolios to a more impactful approach.
Portfolios can access a wide investment universe including social impact trusts and infrastructure investments.
Tax-efficient portfolio management can take into account individual client’s tax planning requirements.

Working with individuals, companies and charities

We cater for individuals and organisations who are passionate about the impact of their investments.
We support trustees to develop sustainable investment policies for charities and endowments.
We help companies think about their messaging to clients and staff about their impact.

Introducing EQ Bespoke

Key features

An end-to-end bespoke investment solution including custody, discretionary management, and reporting

Assets can be domiciled in the UK or offshore: Pershing Securities (Bank of New York Mellon) provides onshore custody

Portfolios can be individually tailored to each client, and managed around specific tax constraints

Custom impact strategies are possible, based on a wider investment universe than model portfolios

Investment impact and performance is available online via the EQ Portal with secure document sharing via the EQ Vault

Suitable for portfolios over £500k

Case studies

For more Bespoke case studies please see our introductory webinar (30min) which highlights how we use our impact data and experience in building and managing sustainable investment strategies to solve common portfolio challenges.

How we invest

We offer fully discretionary and advisory portfolio management services based on an institutional, diversified, multi-asset, multi-manager approach. This combines strategic and tactical asset allocation with best-in-class manager selection.

What makes us different?

Our approach provides diversified exposure to companies whose products and services are helping to tackle the UN Sustainable Development Goals.

Reporting

Detailed analysis and reporting on impact is an integral part of our service. Our client portal offers a breakdown of the impact your investments have made over the last twelve months.

See a live demo

Engagement

By engaging widely with the asset management community, we leverage our investments to push for positive change. We work with our fund managers in a highly collaborative way to implement best practices, and we participate in wider industry groups to continually raise the bar on investment impact.

Find out more

EQ Investors is an award-winning investment manager with a strong in-house research team. Click to find out more about our DFM service. For all enquiries about our Bespoke service please get in touch: