EQ Investors: Annual Sustainability Summit 2025

Thursday, 6th November 2025 | Liverpool St, London

Thank you to all who joined us at our Annual Sustainability Summit, we hope you enjoyed the day as much as we did. It was fantastic to see the level of engagement across the various themes covered by all the speakers.

Highlights featured:

EQ Investors’ focus on future-proofing portfolios to deliver resilient returns to sustainable investors.
Insights into building a Green Centralised Investment Proposition (CIP).
Why sustainable investors must consider both climate transition and mitigation to manage the impacts of rising global temperatures.
Reflections on the growing intersection between AI and sustainability, exploring both the environmental and social risks and investment opportunities.

Charity event partner

Our charity partner for this year’s summit was Carney’s Community. Carney’s Community exists to support all young people, but its primary focus is to support those who face poverty, are in the care system, impacted by gun and knife crime, families misusing substances, domestic abuse and many who have been excluded from school or involved in the criminal justice system.

They aim to reduce offending, re-offending and anti-social behaviour, whilst improving social mobility and community cohesion. This is achieved by engaging a range of young people, in positive and constructive activities, whilst offering intensive, one to one mentoring.

Learn more here.

2025 RECORDING

Conference Agenda

12:30: Doors open: lunch & networking
Welcome & Introduction Sophie Kennedy, Joint CEO, EQ Investors

Part 1 | Sustainability in action: Creating value for clients

US – Friend or Foe Simona Gambarini, Executive Director & Senior Market Strategist, Goldman Sachs
Sustainability: In transition
Navigating volatility: Building lasting resilience Damien Lardoux & Tertius Bonnin, Portfolio Managers, EQ Investors
Greening your CIP: Practical tips Sam Buckingham, Investment Consultant, Buckingham Research
Expert Panel Session: Sustainable investing in practice – The adviser’s view Keith Perry – Craven Street
Mona Christensen – Ascot Lloyd
Mark Fisher – Ardent Financial
Sam Buckingham – Buckingham Research

3:00: Coffee break and mindfulness session with Alexandra Kafka from Oxyzn

Part 2 | How climate change & the AI surge present risks and opportunities for investors

3:25: Expert Keynote: How corporate lobbying is shaping climate policy Ed Collins, Managing Director, InfluenceMap
Theme 1: Financial risks & opportunities of physical climate change
The impact of advanced climate change on the financial system Vicki Bahkshi, Head Climate Strategist, Columbia Threadneedle
Addressing physical climate risks through investing in adaptation Saurabh Sharma, Fund Manager, Regnan / JOHCM
Expert Panel: Preparing portfolio resilience to climate risks through investment and systems engagement Rebecca Sly – Regnan
Vicki Bahkshi – Columbia Threadneedle
Investee Company Representative
Theme 2: Building synergy – How sustainable investors can drive responsible AI
Investing Sustainably in the Age of AI – Environmental opportunities and how to capture them Luciano Lilloy, Fund Manager, Impax Asset Management
The social impacts of AI on workforce, culture and security Lucy Larner, Engagement Manager, Schroders
Expert Panel: Winners and losers – How investors navigate the AI shake-up across industries Luciano Lilloy – Impax Asset Management
Lucy Larner – Schroders

Highlights from 2024

WHO SHOULD ATTEND?

All delegates with the following titles are welcomed:

Independent Financial Advisers – Financial Advisers – Investment Advisers – Heads of Financial Planning – Paraplanners – Financial Planners

Inspiring discussions on aligning investments with impact at the EQ Sustainable Investing Summit, with great insights from some of the sharpest thinkers in sustainable investing.
Rob Parker | Parker Financial Advice

I have attended EQ’s Annual Sustainability Summit the past couple of years and have found them to be thought-provoking and informative, with a good blend of speakers from both inside and outside the profession. We have been working with EQ for the past couple of years and have been impressed with the support they have provided us. They are an integral part of our investment proposition and are always available to assist when needed, whether that be a technical discussion on sustainable investing or dealing with specific client queries.
Simon Evans | Clear Future Financial Planners

EQ Investors, a force for good in our world. The conference, a celebration of sustainable investment.; equipping me with understanding and the tools to present it confidently to my clients.
Liz Mackenzie | Grange IFA

The EQ Sustainability Summit was well worth the trip. An excellent opportunity to meet other likeminded planners, share ideas and hear first-hand from the EQ team and others about impact investment.
Julian Parrott | Ethical Futures

Thank you EQ Investors for an excellent, and timely conference. Always good to be in the room with intelligent, interesting and passionate contributors. What the world needs now are people who resolutely hold onto their values, at a time when it can become easy to get distracted into less savoury profits.
Richard Hunter | RH Wealth Ltd

It was really good to spend an afternoon with, and hear insights from asset managers and other industry experts, not to mention like-minded advisers. It’s great when the content matches your expectations.
Jessica Lyons | Black Swan Financial Planning

EQ run dynamic, interesting events. Perfectly paced with lots of interesting and useful content. One for anyone in this industry whether you are sustainably focused or simply wish to find out more.
Jai Street | Mindful Wealth

It’s great to hear on both the investment focus and the sustainability focussed and how EQ bring these areas together. Hearing from both differing users as well as from underlying investments and tools really shows EQ’s scale and specialism in this space.
Roy Coulson | Attivo

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