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Our Services
A full range of sustainable investment solutions for you and your clients — from ready-made model portfolios to fully bespoke mandates.
How you can work with us
Every client is different. Some clients are well served by a risk-rated portfolio on the platform you already use; others need a mandate built around complex tax positions or deeply held values. Whichever route you choose, you get the same investment team, research and impact reporting behind it.
Discretionary
Model Portfolios
Ready-made, risk-rated sustainable portfolios — Future Leaders, Positive Impact and Sustainable World — available on 10+ platforms.
Find out more ❯Discretionary
Bespoke
Fully tailored discretionary portfolios for clients with more complex needs, built around their objectives, values and tax position.
Find out more ❯Partnership
Partner with EQ
Bring sustainable investing to your clients with the support of our team, research and award-winning impact reporting.
Find out more ❯Specialist
Charities
Mission-aligned investment for charities, trustees and endowments, reflecting each organisation's ethical policy.
Find out more ❯Discretionary
Offshore proposition
Ready-made, risk-rated offshore sustainable model portfolios — Future Leaders and Positive Impact — and two risk-rated SICAV funds.
Discretionary
Unitised solutions
Future Leaders available within two risk-rated unitised funds — available on 10+ platforms.
Why partner with EQ
EQ is an award-winning discretionary fund manager focused on sustainable and impact investing — mainstreaming sustainable investments since 2012.
- ✓A complete, diversified multi-asset solution — so you can focus on advice and client relationships.
- ✓Award-winning impact reporting, including carbon exposure analysis and SDG mapping.
- ✓Active, passive and hybrid strategies, with a fully bespoke service for complex needs.
- ✓Available in a full range of wrappers (ISAs, SIPPs, JISAs, GIAs and offshore bonds) across 10+ platforms.
- ✓A 10-year+ track record and over £1.7 billion under management.
Ready to find out more?
Speak to our team about bringing sustainable investing to your clients.
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