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Winter newsletter

3 December 2021

10 min read

Guide: Winter newsletter

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

Our private client newsletter discusses matters from sustainable investing to issues that could impact you, your family, and your assets,

I’m proud that EQ became one of the first UK businesses to gain B Corporation status six years ago. It’s helped to define our purpose as being more than just maximising financial returns for our shareholders and you’ll see evidence of that in the articles inside this newsletter. It’s led us to having a target of offsetting all our carbon emissions by 2030 and being a contributor at the recent COP26 conference.

It’s also helped our financial performance. Although we have an aim to be the best, not the biggest, it is gratifying to see that we are enjoying record growth in new business. More than 100 other financial adviser firms now use our Positive Impact and Future Leaders portfolios to power their investment solutions because they have determined that we are the best in the market. In the last three months alone, we have won another nine industry awards.

However, we are not at all complacent. We are strengthening our teams and constantly revisiting what we do, seeing where we can improve. You can help us by letting us know where we can do better. And of course, we always need to be alert to what might happen to investment markets. Inflation is getting back to levels not seen for several decades so we are looking carefully at what is driving that.

I’d like to thank you for being clients of EQ, we really do appreciate your business, and hope that you can enjoy a peaceful and heathy Christmas break.

As ever, we have tried to vary the subject matter of our articles to interest our readers.

In this issue:

  • Climate Action
  • COP26
  • Inflation is back
  • EQ’s awards success
  • The EQ Foundation
  • And more.

We hope you enjoy reading the newsletter and please do continue sending us your feedback.

Warm regards,

John Spiers, Chair

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