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

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Ethical & sustainable New Year’s resolutions for 2022
Ethical & sustainable New Year’s resolutions for 2022

Winter newsletter
Winter newsletter

The Big Give Christmas Challenge 2021
The Big Give Christmas Challenge 2021

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Blog

Ethical & sustainable New Year’s resolutions for 2022 3 min read

Jeannie Boyle
Jeannie Boyle,

10/01/2022

Are you ready for 2022 – the year in which we aim to live more sustainably and make more ethical decisions?

Guide

Winter newsletter

Welcome to the winter edition of our newsletter, with the latest news and views from the EQ team.

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Guide

Blog

The Big Give Christmas Challenge 2021

Look out for The Big Give Christmas Challenge from 30 November - 7 December for the opportunity to make a festive donation that will be doubled!

Matthew Gould
Matthew Gould,

30/11/2021

3 min read

Blog

EQ celebrates record B Corp score

This year EQ Investors has re-certified as a B Corp for the third time around, achieving an all-time high score of 151 (out of 200) on our B Impact Assessment.

Alex Michelsen
Alex Michelsen,

29/11/2021

4 min read

Blog

Glasgow diary: What happened at COP26?

More than a day after it was meant to finish, COP26 finally came to an end, with 197 parties agreeing to the newly-dubbed ‘Glasgow Climate Pact’.

3 min read

Blog

B Corp Finance Coalition UK calls for legal change to finance companies’ governance frameworks

EQ Investors is a founding member of the B Corp Finance Coalition.

Ben Faulkner
Ben Faulkner,

05/11/2021

2 min read

Blog

Investors managing $46 trillion in assets urge governments to undertake five priority actions to accelerate climate investment before COP26

EQ Investors joins global investors' call to governments to step up climate response ahead of 26th United Nations Climate Conference in Glasgow in November (COP26).

5 min read

Blog

Impactful ways to offset carbon footprint

As the G7 summit in Cornwall reminds us of the enormous challenge of climate change, John Spiers, founder and Chair of EQ Investors, explains how you can make a positive impact through new, non-profit initiative Tythe.

John Spiers
John Spiers,

02/07/2021

3 min read

Guide

Summer newsletter

Welcome to the summer edition of our newsletter, with the latest news and views from the EQ team.

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Guide

Guide

The EQ Foundation – annual review 2020/21

We are delighted to share with you The EQ Foundation Annual Review 2020/21 with details of all of the grants awarded during the year

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Guide

Blog

EQ Investors joins the Better Business Act coalition

The Better Business Act (BBA) is a B Lab UK-led campaign to change the law so that every single company in the UK, whether big or small, takes ownership of its social and environmental impact.

Sophie Kennedy
Sophie Kennedy,

14/06/2021

1 min read

Blog

Earth Day 2021

Today is Earth Day – a day that has been used for over 50 years to raise awareness of environmental challenges, better our environmental consciousness and incentivise collective action to tackle problems that affect us all.

2 min read

Guide

Giving is great

Our mission is to help donors find really effective charities that can't afford to spend millions on marketing and make it easier for those charities to raise funds.

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Guide
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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.

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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.

Download
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

Factsheet

Best Ideas – 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.

Download
Factsheet

Factsheet

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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

Positive Impact – 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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