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EQ Portfolio Comparison webinar

Thursday 22nd May 2024 at 9am

webinar-icon
Online Webinar
CPD: 60 minutes

Webinar details

EQ Investors are pleased to invite you to our upcoming portfolio comparison and sustainability webinar, looking at the key characteristics of our three EQ MPS Ranges;

Matt Hardy, Sales Director, will be joined by Damien Lardoux, Head of Impact Investing, and Louisiana Salge, Head of Sustainability as we help you understand the key differences between the three propositions, how they can enhance your CIP, and the importance of matching a client’s sustainability preferences and style to the right portfolio.

Given the latest regulatory developments, if your business requires a more bespoke approach, we will also be looking at how we can partner with you to offer a tailored MPS for your clients and take away the time constraints and regulatory burden from your business.

Topics covered:

  • The case for sustainable investing in 2025 and beyond
  • Why EQ
  • Introduction to the three portfolio strategies
  • Regulatory and SDR Update
  • Interactive Q&A

For information on the EQ proposition ahead of this webinar, head to our Adviser Resources page, or reach out to a member of the team.


REGISTER HERE