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As a B Corp, EQ believes in using business as a force for good.

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The Big Give: Christmas Challenge 2023
The Big Give: Christmas Challenge 2023

View from the Chair: Capitalism is under threat
View from the Chair: Capitalism is under threat

Women in Finance Charter | Our commitment
Women in Finance Charter | Our commitment

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Blog

The Big Give: Christmas Challenge 2023 2 min read

Matthew Gould
Matthew Gould,

27/11/2023

The Big Give Challenge begins at 12 noon on the 28th of November.

Blog

View from the Chair: Capitalism is under threat

EQ’s Chair John Spiers discusses why a short-term focus has driven most businesses to forget about the important long-term role they have in taking care of people and the planet.

John Spiers
John Spiers,

09/10/2023

2 min read

Blog

Women in Finance Charter | Our commitment

As part of our commitment to increasing the diversity of our workforce at EQ Investors (EQ), we are proud signatories of the Women in Finance Charter.

Sophie Kennedy
Sophie Kennedy,

29/09/2023

5 min read

Blog

Shareholder activism pivots to sustainability

Shareholder activism is a tool that comes in handy for investors at the Annual General Meeting to challenge leaders of the world’s largest companies on key environmental and social issues.

3 min read

Blog

March is B-Corp month

A time to celebrate and reflect on how we can do more.

Sophie Kennedy
Sophie Kennedy,

01/03/2023

3 min read

Guide

Winter newsletter

Welcome to the latest edition of our twice-yearly newsletter, for the first half of 2023.

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Guide

Blog

An update on EQ’s sustainability commitments

When we announced our climate commitments in 2019, we also committed to transparency in sharing our learnings.

4 min read

Guide

Download our B Corp Impact Report

It’s a showcase of what we’ve been up to this year and our goals for delivering and improving on our current B Corp score.

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Guide

Blog

Double your donation in 2022 Big Give Christmas Challenge

The Big Give Christmas Challenge kicks off on Giving Tuesday, with the aim of exceeding the £24 million raised in last year’s campaign.

John Spiers
John Spiers,

28/11/2022

3 min read

Blog

Why do Big Issue vendors need card readers?

We're relying on cash less than ever before, and the EQ Foundation has joined with the Big Issue to offer contactless card readers to all its vendors.

John Spiers
John Spiers,

08/11/2022

3 min read

Blog

EQ Investors’ 2021 PRI Assessment Report

EQ Investors is proud to announce the achievement of top scores in the PRI (Principles for Responsible Investment) assessment report for 2021

Ben Faulkner
Ben Faulkner,

03/10/2022

2 min read

Blog

EQ Investors recognised as a 2022 Best For The World™ for exceptional impact on its customers

EQ Investors has been recognised in the ‘customers area,’ for the development of high impact investment solutions for investors.

Ben Faulkner
Ben Faulkner,

13/07/2022

2 min read

Blog

London Climate Action Week: Three ways investors can act on climate change

With the world moving to net zero, climate transition creates a historic investment opportunity.

3 min read

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Factsheet

Climate Action – Cautious Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Cautious

The strategy is comprised of specialist, actively managed and passive tracker funds. This Cautious portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Balanced

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Balanced Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Balanced Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Adventurous

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – Adventurous Plus

The strategy is comprised of specialist, actively managed and passive tracker funds. This Adventurous Plus portfolio is diversified across a mix of equities, fixed income and cash.

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Factsheet

Factsheet

Climate Action – All Equity

The strategy is comprised of specialist, actively managed and passive tracker funds. This All Equity portfolio is diversified across a mix of equities and cash.

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Factsheet

Factsheet

Future Leaders – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Future Leaders – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

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Factsheet

Factsheet

Future Leaders – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

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Factsheet

Factsheet

Future Leaders – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Future Leaders – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

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Factsheet

Factsheet

Future Leaders – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

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Factsheet

Factsheet

Future Leaders – All Equity

This portfolio is designed for the most adventurous risk profile, with up to 100% invested in equity funds. It is unconstrained by selection criteria within the universe of available equity funds, and can make concentrated investments, use sector specific funds, and invest in any geographic region. As a high risk portfolio, its performance is expected to be volatile.

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Factsheet

Factsheet

Best Ideas – Cautious

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Best Ideas – Cautious Plus

This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 60%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.

Download
Factsheet

Factsheet

Best Ideas – Balanced

This portfolio has a range of investments with different risks, where equity holdings are limited to 70%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Best Ideas – Balanced Plus

This portfolio has a range of investments with different risks, where equity holdings are limited to 80%. It aims to reduce investment risk by diversifying across regions and asset classes, and achieve a balance of capital protection and participation in equity market growth.

Download
Factsheet

Factsheet

Best Ideas – Adventurous

This portfolio maintains a bias towards higher volatility investments, with up to 90% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections.

Download
Factsheet

Factsheet

Best Ideas – Adventurous Plus

This portfolio maintains a bias towards higher volatility investments, with up to 95% invested in equity funds. It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. 

Download
Factsheet

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