Bespoke
Investing for
Charities

A fully outsourced investment solution for charity trustees and investment committees

 Specialists in sustainable investing

We support companies that are aligned with the Sustainable Development Goals (SDGs) and/or are leaders in Environmental, Social, Governance (ESG). Learn more

 Strong and consistent performance

Our track record demonstrates that sustainable investing works. Our sustainable portfolios have outperformed unconstrained mandates. Learn more

 Our interests are aligned with yours

As a founder B Corp member our values matter. As an employee owned firm these values cannot be compromised by external shareholder demands. Learn more

 Bespoke portfolios

Portfolios are designed to meet your specific objectives and constraints (both from a financial and values-based perspective). Learn more

Business as a force for good

The B Corp Declaration of Interdependence encapsulates EQ’s vison of a world that benefits all stakeholders. The firm strongly believes that all companies should be purpose-driven and run for the benefit of people and planet. EQ has been a Certified B Corporation since 2015 and is a founder member of the B Corp movement in the UK. It was one of the first UK investment managers to gain B Corp certification.

What makes us different?

EQ invests in companies that are aligned to the Sustainable Development Goals (SDGs) and/or are leaders in Environmental, Social, Governance (ESG). Our primary positive impact is driven by our engagement with the asset management community. Reporting on sustainability and impact is an integral part of the service we provide.

Our bespoke approach aligns your investments with your values, providing diversified exposure to the SDGs. We offer discretionary and advisory portfolio management services and have an institutional diversified multi-asset multi-manager approach to investing. We combine strategic and tactical asset allocation with best-in-class manager selection.Find out more

Being staff-owned allows us to make long term decisions that are fully aligned with the interests of our clients. Meet the team.

EQ established the EQ Foundation in 2015. The Foundation runs Giving is Great which seeks to radically increase the effectiveness of philanthropic giving.

UN Sustainable Development Goals

We map our portfolio holdings against the UN Sustainable Development Goals based on their core products and services.

What do we offer?

Our fully outsourced investment solution for charity trustees and investment committees includes:

  • Portfolio and strategy review
  • Investment policy and portfolio construction
  • Strategic asset allocation, tactical asset allocation & rebalancing
  • Sustainable/impact investment fund selection & monitoring
  • Investment implementation & operations
  • Environmental, Social and Governance (ESG) integration & engagement
  • Sustainable Development Goal (SDG) mapping
  • Investment portfolio reporting, including on sustainability and impact

What are the benefits?

Our positive approach delivers real impact with no trade-off on returns

In the past ethical and responsible investing tended to involve the use of exclusionary screens that constrained the opportunity set of investments. These strategies often underperformed the wider market.

Our approach to sustainable investing is positively framed; we seek exposure to companies providing innovative products and services that address the world’s most pressing social and environmental problems.

Over the pasts 8 years our Positive Impact portfolios have consistently outperformed our (unconstrained) Best Ideas portfolios – while both strategies have comfortably outperformed our peer group. We believe that investing in sustainable companies with demonstrable positive environmental and social impacts will be a strong driver of future returns.

Positive Impact report

See our performance

These model performance numbers are for illustrative purposes only, bespoke portfolios will be tailored to meet client specific objectives and constraints.

Past performance is not a guide to future performance. The value of investments and the income derived from them may go down as well as up, so you could get back less than you originally invested.

Model portfolio performance is shown in sterling, net of underlying fund charges and an annual management fee of 0.59% (Positive Impact) & 0.59% (Best Ideas), with all income reinvested. Actual client returns and the levels of fees will vary. Annual management fees will vary depending on assets under management and the level of service. We use the UK Consumer Price Index (CPI) to benchmark the performance of our portfolios; CPI measures changes in the price level of a weighted average market basket of consumer goods and services purchased by households. Data sources: EQ, Morningstar.

Get in touch

For all enquiries about our charity investment service, please call us on 020 7488 7110 or email: enquiries@eqinvestors.co.uk.

Meet the team

Dale joined EQ Investors in 2020 and has worked in financial markets for over…
Dale Scorer
Business Development Manager
Johnny
Johnny Bowie
Sustainability Analyst
Louise McLean
Head of Investment Operations
John is the Chair of EQ. After gaining an MA in Engineering at Clare…
John Spiers
Chair
As joint-CEO, Sophie has oversight and responsibility for all aspects of EQ’s investment activities.…
Sophie Kennedy
Joint-CEO
Damien has an MSc in Management from Reims Management School and an MSc in…
Damien Lardoux
Head of Impact Investing
Daniel is Head of Sustainable Investment Management. He joined EQ Investors from Quilter Cheviot,…
Daniel Bland
Head of Sustainable Investment Management
Louisiana joined EQ in October 2018 after completing a masters in sustainable business at…
Louisiana Salge
Head of Sustainability
Tertius joined EQ in 2016 and is responsible for covering global and thematic equity…
Tertius Bonnin
Assistant Portfolio Manager
Matt joined EQ Investors in 2021 as Business Development Manager responsible for financial advisers…
Matt Hardy
Sales Director
Tom Turrell
Investment Operations and DFM Client Support
Worthstone | 2018 Impact Awards