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EQ Positive Impact Offshore
Invest in solutions to social and environmental issues
The Positive Impact portfolios are managed with a dual mandate: to achieve long-term capital growth by investing in solutions that address the world's major social & environmental challenges.
Our answer to your clients' needs
For your clients that want to deeply align their investments to sustainable values. EQ Positive Impact portfolios have been pushing the boundaries of what can be achieved with a retail impact investing portfolio for over 10 years.
Global Goals
Positive Impact is designed around the UN Sustainable Development Goals to address the biggest challenges faced by humanity, with investments and stewardship focused on these.
Solution focused
Positive Impact naturally avoids over 20 controversial sectors by investing in companies that contribute to solutions through their core products and services.
Visible evidence of impact
Our impact reports, calculator and case studies are all designed to bring to life the impact associated with investments and EQ's stewardship.
Key features
EQ Positive Impact follow a transparent investment philosophy that helps you meet your clients' objectives:
Portfolios invest in line with the positive impact solutions framework, and exclude over 20 negative business activities.
Constructed using actively managed funds running dedicated impact and sustainable strategies, with a strong focus on risk management.
Fully managed multi-asset portfolios, risk-rated and globally diversified across asset classes.
DFM fee 0.32%–0.18% (depending on AUM). Available on platforms for ISAs, SIPPs, GIAs and offshore bonds.
See your impact
Our impact calculator lets you generate a personalised impact summary for your clients:
What positive impacts have the companies in the EQ Positive Impact Portfolios had in the last year?
- £1,000,000 in Adventurous
Positive impact associated with owning £1,000,000 of the EQ Positive Impact portfolio over the last year
Market-leading reporting
We specialise in “bringing investments to life” for your clients, offering you:
- ✓Annual impact reports
- ✓Stewardship success videos
- ✓Company case study documents
- ✓Sustainability data on factsheets
Interactive calculators
Compare the carbon intensity of our portfolios against the index, and see the positive impacts associated with your clients' investments — download a personalised copy for your clients:
Factsheets
Positive Impact portfolios are available offshore denominated in GBP, EUR and USD. Download a factsheet for each risk-rated profile below.
Find out more
EQ Investors is an award-winning investment manager with a strong in-house research team. To find out more about our DFM service, please get in touch.
Contact us