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.

Join the Launch Webinar

Join us at 11am on Wednesday, 9 June 2021 to find out how our Bespoke service can benefit your sustainable proposition. The webinar will work through three case studies followed by a Q&A session:
  • Transitioning to an impact strategy
  • Considering tax
  • Personalised portfolio construction

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 £1 million

Download the brochure

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.
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.

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.
Impact Management Project
Climate Action 100+
Shareaction Net Zero 2030
UN PRI

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.
Admirably level-headed fund managers
Anthony Hilton, The Evening Standard For all enquiries about our Bespoke service please get in touch: