Positive Impact Report 2019

Welcome to the latest issue of our annual review of the EQ Positive Impact Portfolios. In the last year we’ve achieved more positive impact than ever before and we are seeing an increasingly responsive corporate community, leading to better data and more focus on achieving change for the better. We are also pleased to have maintained our record of strong investment performance.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Louisiana Salge, 1st October 2019

As one of the first investment managers in the UK to become a B Corp, EQ Investors strongly believes in business as a force for good. Our mission is to create systems change through the power of investments. By making it easy for our clients to invest in businesses that benefit people and planet, we can work together to create a better world.

John Spiers, CEO

Our vision

What will the world look like when everyone invests this way?

  • New businesses enter the market with innovative solutions to social and environmental problems
  • Incumbents shift their business models towards sustainability
  • Capital flows away from businesses that are resisting real change
  • Corporations maximise real value, not just profits
  • The financial system as a whole would becomes more transparent
  • Impact data helps leaders make better decisions

Our goal

With this vision in mind, we continue to work to maximise the impact of and return from our Positive Impact portfolios.

This report is our way of showing how your savings can be invested for a more sustainable and equitable world – and exactly what a difference this makes.

What’s new in this year’s report?

  • We’ve extended our impact measurement to the bond allocation of the portfolio, which meant looking at ~30% more unique companies than last year!
  • We’ve mapped our efforts against two benchmarks: FTSE 100 for a familiar home benchmark and the MSCI All-Country World Index – a global index of over 2000 companies.
  • We’ve focused in on our engagement activities to show how we collaborate with fund managers to change the system.

About the author: Louisiana Salge

Louisiana joined EQ in October 2018 as an Impact Specialist after completing a masters in sustainable business at Imperial College London. Her MSc thesis was on impact reporting and her research has significantly enhanced our methodology for reporting on the Positive Impact Portfolios. She is responsible for our impact fund research, and further evolving EQ’s impact strategy.

Before studying for her masters, Louisiana graduated from UCL with a BSc in Geography and spent a year working for a Cleantech innovation research company.

Outside of her career, Louisiana loves travelling and discovering new places, cooking with friends and spending time outdoors.