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Upcoming events

Positive Impact Portfolios

EQ Positive Impact and Future Leaders Portfolios – Q2 2022 Review

Tuesday 19 Jul 2022, 11:00 am – 12:00 pm

In this webinar, we will provide an update on the EQ Positive Impact and Future Leaders Portfolios.

The topics covered will be the following:
– Quick introduction to the EQ Positive Impact and Future Leaders Portfolios
– Review of performance during Q1 2022
– Review of changes made to the portfolios
– Discuss our outlook
– Share the latest developments in terms of proposition and sustainability

Your speakers will be:
– Louisiana Salge, Senior Sustainability Specialist, EQ Investors
– Tertius Bonnin, Assistant Portfolio Manager, EQ Investors
– Damien Lardoux, CFA, Head of Impact Investing, EQ Investors

The webinar will last one hour including 20 min for Q&A, giving you the opportunity to ask any questions you may have.

Recorded webinars

EQ MPS Proposition – What are the key differences between the three ranges (Positive Impact, Future Leaders, Climate Action)?

Tuesday 21 Jun 2022, 12:00 pm – 1:00 pm

In this webinar, we will introduce the EQ Positive Impact, Future Leaders and Climate Action Portfolios. We will also help you understand the key differences between the three propositions and how to position them within your CIP.

The topics covered will be the following:
– Introduction to the EQ Positive Impact Portfolios
– Introduction to the EQ Future Leaders Portfolios
– Introduction to the EQ Climate Action Portfolios
– What are the key differences between the portfolios?
– Where and how to use the different portfolios with your clients?

Your speakers will be:
– Louisiana Salge, Senior Sustainability Specialist, EQ Investors
– Tertius Bonnin, Assistant Portfolio Manager, EQ Investors
– Damien Lardoux, CFA, Head of Impact Investing, EQ Investors

The webinar will last one hour including 20 min for Q&A, giving you the opportunity to ask any questions you may have.

EQ Bespoke Portfolios: How we achieve deep impact in an inflationary environment

Thursday 26 May 2022, 10:00 am – 11:00 am

Our bespoke service allows us to invest directly in listed investment funds, from social housing through to infrastructure and social outcomes contracts. Many of these offer direct inflation linked returns, which provide diversification, without relying solely on bonds. They are also deeply impactful and, in many cases, providing capital directly to tackle societies challenges.

In this webinar we explore how we can manage portfolios for your key clients, meeting and exceeding their expectations for social and environmental impact, while generating attractive returns from a range of alternative investments, and managing other key planning targets such as capital gains.

Your speakers will be:
• Daniel Bland, Head of Sustainable Investment Management, EQ Investors
• Luke Powell, Head of Sales (Investments), EQ Investors

Positive Impact Portfolios

EQ Positive Impact and Future Leaders Portfolios – Q1 2022 Review

Thursday 21 Apr 2022, 11:00 am – 12:00 am

In this webinar, we will provide an update on the EQ Positive Impact and Future Leaders Portfolios.

The topics covered will include the following:

  • Quick introduction to the EQ Positive Impact and Future Leaders Portfolios
  • Review of performance during Q1 2022
  • Review of changes made to the portfolios
  • Discuss our outlook
  • Share the latest developments in terms of proposition and sustainability

Your speakers will be:

  • Damien Lardoux, Head of Impact Investing
  • Louisiana Salge, Senior Sustainability Specialist
  • Tertius Bonnin, Assistant Portfolio Manager

The webinar will last one hour including 20 min for Q&A, giving you the opportunity to ask any questions you may have.

Launch of the EQ Climate Action Portfolios

Wednesday 4 May 2022, 11:00 am – 12:00 am

In this webinar, we are really excited to introduce the recently launched EQ Climate Action Portfolios, the first DFM proposition focusing on climate change.

The topics covered will be the following:

  • Why now?
  • What are the risks and opportunities that climate change offers?
  • What are the Climate Action Portfolios?
  • What are the key differences with the EQ Future Leaders and Positive Impact Portfolios?
  • What are the DFM charges and platforms availability for this new proposition?

Hosted by Damien Lardoux, Head of Impact Investing; Tertius Bonnin, Assistant Portfolio Manager; and Louisiana Salge, Senior Sustainability Specialist.

The webinar will last one hour including 20 min for Q&A, giving you the opportunity to ask any questions you may have.

Future Leaders

Future Leaders Portfolios Anniversary – 2 years on

Wednesday 16 Mar 2022, 12:00 pm – 1:00 pm

Join Damien Lardoux, Head of Impact Investing, Matt Hardy, Business Development Manager, Tertius Bonnin, Assistant Portfolio Manager and Louisiana Salge, Senior Sustainability Specialist as we look at portfolio construction, diving deeper into our sustainability process and sharing our thoughts on what’s next for the Future Leaders strategy.

The topics covered will include the following:

  • Recap of the EQ Future Leaders Portfolios
  • Sustainability Process
  • Performance Review of EQ Future Leaders
  • Our thoughts on the future of the portfolios

The webinar will last 1 hour including a 15-20 minute Q&A at the end and will qualify for 1 hr of CPD.

What are the key themes for sustainable investors in 2022?

Thursday 3 Feb 2022, 11:00 am – 12:00 pm

In this webinar, we will be discussing the key themes for sustainable investors in 2022.

The topics covered will be the following:

  • What are likely to be the key themes in 2022?
  • Climate Transition – The elephant in the room?
  • Quick introduction to the EQ Positive Impact and Future Leaders Portfolios

Your speakers will be:

  • Matt Hardy, Business Development Manager
  • Louisiana Salge, Senior Sustainability Specialist
  • Damien Lardoux, Head of Impact Investing

The webinar will last 40 minutes with a 10/15 minute Q&A section towards the end.

Meeting unmet needs in emerging markets

Thursday 21 Oct 2021, 3:00 pm

Launch of 2021 Annual Impact Report for the EQ Positive Impact Portfolios (II)

This webinar focuses on how we invest to solve unmet needs in emerging markets – one of the key challenges defined by the UN Development Goals. We are joined by Tim Crockford, Head of Impact Equity Solutions at Regnan, who brings us unique insights from managing high impact investments. We also hear from the innovative Brazilian medical education company Afya, demonstrating how they tackle local unmet needs through their mission-driven business model and digital solutions.

We also present key findings from the 4th edition of our flagship impact report. This includes impact measurements on social outcomes, and engagement achievements that created sustainable change over the past year.

Agenda:
1. Key highlights from the new impact report
2. Solving unmet needs in emerging markets
3. Company case study: Afya
4. Q&A

The webinar lasts for 1 hour with a 15–20-minute Q&A section towards the end.

Download the slides

Build back better: the UK’s sustainable future

Thursday 14 Oct 2021, 3:00 pm

Launch of 2021 Annual Impact Report for the EQ Positive Impact Portfolios (I)

This webinar focuses on the opportunities that can be harnessed as a result of the pandemic here in the UK. We’re joined by Matt Evans of Ninety One Asset Management to discuss his approach, and hear directly from Smart Metering Systems and The Gym Group about what the last eighteen months have meant for their mission-driven businesses, and how they can play a significant role in rebuilding better.

We also present key findings from the 4th edition of our flagship impact report. This includes impact measurements, carbon analysis, and shows how well the portfolios are placed to benefit from a green recovery.

Agenda:
1. Key highlights from the new impact report
2. Sustainable investing in a pandemic
3. 1st company case study: The Gym Group
4. 2nd company case study: Smart Metering Systems
5. Q&A

The webinar lasts for 1 hour and 20 minutes with a 15–20-minute Q&A section towards the end.

Download the slides

Climate change: the risk of doing nothing

Climate Change: the risk of doing nothing

Thursday 16 Sep 2021, 11:00 am – 12:00 pm

COP26, the upcoming global climate change conference, will likely showcase governments taking ambitious steps to reduce carbon emissions. Carbon regulation, litigation, growing public pressure and technological innovation pose existential risks to carbon, and those businesses polluting most.

In this inevitable carbon crisis, decarbonisation is the only way forward. In this webinar we discuss how your clients’ wealth may be at risk if they continue to invest in portfolios lagging behind the transition; but also the opportunities and the investment case for companies leading the charge…

Agenda:

  1. Countdown to COP26 – Setting the scene of COP26, the risk of climate change and anticipated impacts on the global economy
  2. Carbon – Why should you care?
    • Carbon risk – Discussing carbon emissions and carbon risk management in portfolios
    • Climate Change Solutions – Discussing the solutions to climate change and the long-term investment opportunity they represent
    • Transition Companies – Discussing examples of companies aligning their business model to a low-carbon future vs companies potentially greenwashing.
  3. Can investing for a low carbon world help your clients generate good returns? What are the evidences?

Speakers:

  • Louisiana Salge, Senior Sustainability Specialist, EQ Investors
  • Tertius Bonnin, Assistant Portfolio Manager, EQ Investors
  • Damien Lardoux, Head of Impact Investing, EQ Investors
  • Matt Hardy, Business Development Manager

The webinar lasts for one hour, including a 20 min Q&A session at the end.

Introducing EQ Bespoke

Wednesday 9 Jun 2021, 11:00 am

Our Bespoke Discretionary Fund Management (DFM) service is designed for situations when a more personalised service is required to create the best outcomes for clients and advisers.

In this 30 minute video, Daniel Bland, Head of Sustainable Investment Management at EQ Investors, introduces the EQ Bespoke service using case studies – highlighting how we use our impact data and experience in building and managing sustainable investment strategies to solve common portfolio challenges.

Download the slides

Cutting through the noise: sustainable investing with EQ Investors

Thursday 13 May 2021, 2:00 pm – 3:00 pm

Sustainable investing is increasingly moving into the mainstream and more retail clients are asking difficult questions. This webinar aims to give you confidence in navigating the increasingly crowded sustainable investment space, allowing you to proactively approach the subject with clients.

We cover the different approaches to sustainable investing, expose the misconceptions around sacrificing financial returns and share tips on how to conduct due diligence to ensure you find the best investment managers/DFMs for the job.

The topics covered are:

  • Sustainable investing: Differentiating ethical, ESG, and impact investing
  • The performance case for sustainable investing
  • How to build a sustainable Central Investment Proposition ? Our tips for your due diligence
  • How should I approach the subject with my clients?

Speakers:

  • Damien Lardoux, Head of Impact Investing, EQ Investors
  • Louisiana Salge, Senior Sustainability Specialist, EQ Investors