EQ Investors’ sustainable DFM service added to Fusion Wealth platform

EQ extends access to sustainable DFM service

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Ben Faulkner, 13th January 2022

EQ Investors (EQ) has added its sustainable DFM service to the Fusion Wealth platform. Advisers who use Fusion Wealth will now have access to EQ’s sustainable model portfolios (MPS).

The EQ managed portfolio ranges being added to Fusion Wealth are its Positive Impact Portfolios (active) and Future Leaders Portfolios (passive). Each range offers eight risk levels and has an annual management charge of 0.32% and 0.24% respectively.

Managed by EQs experienced sustainable and impact investing team, the portfolios are underpinned by the firm’s proven strategic asset allocation framework, impact measurement and rigorous risk management process.

Oxford Risk

Aware that the Oxford Risk suite of risk profiling tools is popular with a number of advisers, EQ has also risk-mapped both its Positive Impact and Future Leaders Portfolio ranges.

Oxford Risk was founded in 2002 by a team of behavioural scientists from Oxford University. They are a leading provider of suitability tools and risk profiling solutions and financial decision support software to financial institutions, harnessing the power of behavioural finance through technology to help investors make decisions more effectively.

Damien Lardoux, Head of Impact Investing, commented:

“We continue to develop our sustainable DFM Proposition – meeting adviser demand by ensuring we are available on the platforms requested by our clients, and mapping our portfolios to the leading third-party risk mapping tools.

“It’s great to see the market for outsourced investment solutions thriving and supporting advisers in what they do best. Our ambition is to offer our expertise in a fashion that is complementary to their needs.”

In addition to model portfolios, EQ has the ability to provide the clients of financial advisers with bespoke discretionary investment services.

EQ’s sustainable DFM service is now available on 19 platforms, providing financial advisers with a wide range of choice: Advance by Embark, Aegon, Aegon ARC, Ascentric, Aviva, Embark, Fundment, FundsNetwork, FusionWealth, Hubwise, Novia, Novia Global (offshore), Nucleus, Parmenion, Praemium, Quilter, 7IM, Standard Life & Transact.

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    Ben Faulkner

    As EQ's Communications Director, Ben is responsible for developing, managing and implementing our marketing communications strategy.

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