020 7488 7110
We support companies that are aligned with the Sustainable Development Goals (SDGs) and/or are leaders in Environmental, Social, Governance (ESG). Learn more
Our track record demonstrates that sustainable investing works. Our sustainable portfolios have outperformed unconstrained mandates. Learn more
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
Portfolios are designed to meet your specific objectives and constraints (both from a financial and values-based perspective). Learn more
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.
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.
We map our portfolio holdings against the UN Sustainable Development Goals based on their core products and services.
Our fully outsourced investment solution for charity trustees and investment committees includes:
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.
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.
For all enquiries about our charity investment service, please call us on 020 7488 7110 or email: firstname.lastname@example.org.
Dale joined EQ Investors in 2020 and has worked in financial markets for over 12 years. She has held various positions in the finance industry, from currency trading to wealth management. As a dual qualified investment manager and financial planner, Dale plays a key role in developing EQ’s DFM capability. She brings a wealth of knowledge and experience with her, as well as a creative and unique approach to problem solving.
Dale graduated with Honours in Finance from the University of Johannesburg, South Africa where she was born. She is also CFA charter holder, being a regular member of the CFA Institute and CFA UK society.
John is the Chair of EQ. After gaining an MA in Engineering at Clare College, Cambridge he went into the City as a research analyst for 10 years. In 1986 he set up Bestinvest and over the next 20 years it grew to become a leading private client advisory and wealth management business with over 50,000 clients. In 2007 Bestinvest was acquired by 3i.
Since then John has built up a portfolio of other interests, including the establishment of a Foundation to support various charities. He has taken a particular interest in projects aimed to increase the use of Early Intervention to reduce child abuse. He has also retained a close interest in investment, being a Fellow of the Chartered Institute for Securities and Investment and a member of the Investment Committee for Clare College.
John enjoys competitive sport and participates in historic motorsport and international croquet.
As joint-CEO, Sophie has oversight and responsibility for all aspects of EQ’s investment activities. She is chair of the Investment Management Committee and serves on EQ’s Executive Management Team and Board of Directors.
Sophie joined EQ in 2015 as an Investment Analyst, specialising in open and closed-end funds, as well as tax-efficient investments including the Enterprise Investment Scheme and Venture Capital Trusts. Prior to joining EQ, she began her career at Tilney Bestinvest in 2011.
Sophie holds a MSc in Finance & Economics from the University of London and is a CFA Charterholder.
Damien has an MSc in Management from Reims Management School and an MSc in Wealth and Asset Management from ESCP-EAP Paris Business School. He is also a CFA charter holder, being a regular member of the CFA Institute and CFA UK society.
Before joining EQ Investors, Damien worked for Bank of America Merrill Lynch being responsible for asset allocation, security selection and portfolio construction. Damien now acts as the portfolio manager for the EQ Investors Positive Impact portfolios and brings an incredible enthusiasm for spreading the word about the benefits of impact investing.
Damien is a devoted sportsman, playing judo and squash on a regular basis. He also enjoys hiking, both in the UK and to places such as the Himalayas and the Kilimanjaro.
Daniel is Head of Sustainable Investment Management. He joined EQ Investors from Quilter Cheviot, where he managed private client portfolios and developed expertise in specialist fixed interest and equity mandates.
Daniel began his career in Financial Services at RBS after graduating from the University of Nottingham, subsequently joining the investment team at Bestinvest and has over 7 years’ experience as an Investment Manager. He holds a Masters in Wealth Management from the Chartered Institute for Securities and Investment and a personal charter as a Fellow of the Institute.
Outside of the office Daniel enjoys mountaineering and climbing, having climbed in the Andes and across Europe. His other passions are travelling, surfing, cycling and sailing.
Louisiana joined EQ in October 2018 after completing a masters in sustainable business at Imperial College London.
She is now responsible for innovating EQ’s approach to sustainable investing. Louisiana oversees EQ’s ESG and impact integration strategy across all assets, EQ’s stewardship efforts and sustainability data reporting.
Previously, Louisiana graduated from UCL with a BSc in Geography and spent a year working for a Cleantech innovation research company before starting her masters. She now also holds the CFA IMC and CFA ESG Investing qualification.
Outside of her career, Louisiana loves travelling and discovering new places, cooking with friends and spending time outdoors.
Tertius joined EQ in 2016 and is responsible for covering global and thematic equity investment ideas. He also sits on both the fund selection and strategic asset allocation committees while also supporting the portfolio managers across a range of other responsibilities.
Matt joined EQ Investors in 2021 as Business Development Manager responsible for financial advisers across the UK, and is passionate about supporting advisers with their sustainable investment needs. In his role as Sales Director, he is focused on building EQ’s presence across the market and oversees EQ’s relationship with a number of national firms.
Having studied Business & Finance at the University of Greenwich, Matt brings over a decade of experience working with IFAs having also worked at Rathbones & Fidelity, and has a wealth of knowledge in providing outsourced investment solutions to advisers.
It is aimed at trustees and their advisers who are looking for sustainable discretionary investment management on behalf of registered charities, trusts and foundations.
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