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Partner with EQ
Work with our award-winning team to bring sustainable, impactful investing to your clients — supported by our research, impact data and reporting, so you can focus on advice.
An outsourced investment solution
Partnering with EQ empowers you as advisers to service your sustainable clients with credibility and integrity. We create bespoke solutions tailored to your sustainable wealth clients through collaborative portfolio design that feels like an extension of your own proposition.
Three ways to partner
Whether you want a ready-to-go solution or a proposition built around your firm, we'll find the right level of partnership for you and your clients.
Ready-made MPS
Choose from our three award-winning model portfolio ranges: Future Leaders, Sustainable World and Positive Impact. They're available immediately across more than 25 adviser platforms, with EQ-branded reporting and marketing.
White-labelled MPS
Take one of our three ready-made ranges and make it your own. You get reporting and marketing in your firm's branding, supported by case studies, bespoke webinars, commentaries and factsheets.
Co-manufactured proposition
Design a proposition with us that reflects your firm's investment philosophy and brand. You can build across Climate Solutions, ESG Leaders and Impact Solutions, with regular access to our investment team and fully branded reporting and marketing.
What you get
Dedicated support
A dedicated team to support you and your clients, from onboarding through to ongoing service.
Specialist expertise
Access to specialist expertise across ethical, responsible, ESG, sustainable and impact investing.
Award-winning impact reporting
Carbon exposure analysis and SDG mapping that help your clients connect their investments with their values.
Seamless integration
Assurance of seamless integration with your advisory practices, platforms or direct custody.
Regulatory adherence
Protection from greenwashing risks and evolving regulation, including Consumer Duty and SDR.
CPD & events
Technical updates, webinars and our Annual Sustainability Summit to keep you and your clients informed.
How it works
Understand your proposition
We start by getting to know your firm, your clients and your existing platforms or custody arrangements, so we can recommend the right route.
Define your objectives
Together we set your financial objectives (risk, cost and tracking error) alongside your sustainable objectives. These can sit anywhere from ethical exclusions through to impact.
Design and launch
Ready-made portfolios can go live straight away. For white-labelled and co-manufactured propositions, we work with you on portfolio design, branding and materials, including the disclosures you need for Consumer Duty and SDR.
Grow together
We manage the portfolios and produce your reporting. Regular reviews with our investment team keep your proposition aligned with your clients and with evolving regulation.
Let's talk
Get in touch to find out how a partnership with EQ could work for your clients.
Arrange a call