Celebrating 4 years of Positive Impact

It’s been four years since we launched our Positive Impact portfolios and they have been a terrific success, both in terms of popularity and performance.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Damien Lardoux, 16th November 2016

Why Positive Impact?

The 21st century appears to have delivered a perfect storm of economic uncertainty, social upheaval and environmental change. Many people are questioning whether the traditional approach to investment, which has advocated the accumulation of wealth at almost any cost, is too one dimensional.

The Positive Impact approach seeks out companies making a positive approach to society or the environment (positive screening), whilst avoiding companies that are obviously harmful (negative screening).


Key to this screening process is our proprietary ‘Greencard’ scoring system, which measures the social and environmental impact of investment funds. We have recently refreshed the scorecard, adding in some new positive screens (e.g. safety), and negative screens (e.g. coal). Our aim is to ensure that the portfolios are always optimally positioned to deliver the maximum positive impact.

To find out more about the themes and issues we invest in – and those we avoid – please call us or download the latest brochure.


Since their launch in 2012, the Positive Impact Portfolios have demonstrated that you don’t need to sacrifice returns when you want to do good. For example our most popular, the balanced risk profile, is up 47.9% from inception (1st September 2012) as at 30th September 2016 – an annualised gain of 10.3% per year.

Our strict selection process means no fund is included in the portfolios based on its social or environmental credentials alone – it must aim to deliver an attractive return for its sector of the market.

But the approach itself favours companies that are bringing solutions to real social and environmental problems to market, and actively trying to run their businesses in a sustainable manner. These tend to operate in emerging sectors with high-growth potential.

Who is it for?

The Positive Impact approach is a great way to add diversification to a standard portfolio. Or they can be used as a standalone investment solution for those who view social and environmental considerations as paramount to their investment objectives.

There are seven levels of risk graded model portfolios available, with the maximum equity exposure ranging from 45% for a cautious risk profile to 100% for the highest risk profile.

Looking forward

There is a growing interest in sustainable investing, and we have seen a corresponding increase in the number of new fund launches over the past months. In some cases EQ is playing a key role in bringing these launches to the UK by positioning the Positive Impact Portfolios as a lead investor.

This is great news for our clients. Not only are these funds driving innovation in the impact investing space; but also, introducing more players into the market is putting downward pressure on fund costs which directly benefits investors.

How to invest

All EQ clients can access the Positive Impact Portfolios. Our entry-level Simply EQ service offers ISA, Junior ISA and pension (SIPP) tax wrappers.


» Find out more about the Positive Impact approach

» If you have any questions about the above, please do not hesitate to contact us.

Contact Damien

    Damien Lardoux

    Head of Impact Investing at EQ Investors, Damien is Portfolio Manager for our Positive Impact and Future Leaders strategies, and co-Chair of our Fund Selection Committee. He is a CFA charter holder, a member of the CFA Institute and CFA UK society.

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