- EQ Investors - https://eqinvestors.co.uk -

Good Money Week: What are you invested in? Find out and take action

EQ Investors (EQ), the B Corp wealth manager, has released its annual impact report to coincide with this week’s annual Good Money Week campaign.

The report, titled Investing for people and the planet [1], presents hard evidence of how EQ’s Positive Impact Portfolios [2] are helping investors to do good with their money.

Report highlights

Damien Lardoux, Head of Impact Investing at EQ Investors, commented on the findings: “Not only have the EQ Positive Impact Portfolios achieved more impact than ever before, but we present further evidence that you can invest sustainably without sacrificing returns. The positive impact approach not only reduces downside risk, but captures additional upsides from competitive advantages, megatrends and legislative support.”

What are you invested in? Find out and take action

EQ’s Positive Impact Portfolios invest in firms which solve social and environmental problems. Underlying investments are mapped against the UN Development Goals, focusing on the core products and services that each company provides. Below you can see how the portfolios compare to major world markets:

[3]

Lardoux added: “Most mainstream funds that invest in UK shares, including the default funds in most workplace schemes, will hold some of these categorised as ‘causing harm’. When considering your investments and pensions, use the sniff test: look at the top 10 holdings and decide whether those companies are what you are happy to invest in.”

How EQ’s approach is driving change

EQ’s takes a whole ecosystem approach to investing. Climate change provides a good example:

To download a copy of the report, click here. [1]

About Good Money Week

Good Money Week (www.goodmoneyweek.com [4]) is a national campaign taking place from 5 – 11 October 2019 run by the UK Sustainable Investment and Finance Association (UKSIF), which is aimed at raising awareness of sustainable and responsible finance to help people and organisations make good money choices.