EQ Positive Impact Portfolios added to Aviva platform

Significant growth in demand for impact investing.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Ben Faulkner, 23rd August 2017

EQ Investors (EQ), the boutique wealth manager led by John Spiers, is pleased to announce that its popular Positive Impact Portfolios are now available for financial advisers to access via the Aviva platform.

Launched in 2012, the portfolios are designed to meet the growing investor appetite for an investment approach which not only delivers an attractive return but is also committed to making a positive contribution to society and/or the environment.

The portfolios are invested in open-ended funds and extend across the spectrum of risk profiles, ranging from ‘cautious’ for the most risk-adverse to ‘high octane’ for the most aggressive. The models are available for advisers to invest in at a competitive annual management fee of 0.35% + VAT.

Each of the models make use of EQ’s independent research team which conducts extensive analysis, fund selection and impact due diligence. The portfolios contain typically 20-25 funds, covering a range of styles, asset classes and fund management groups.

Damien Lardoux, Portfolio Manager at EQ, said: “Our unique Positive Impact Portfolios have been a terrific success since their launch, in line with growing evidence that companies developing new products or services helping to tackle today’s social and environmental issues generate higher returns.

“We are committed to working with advisers and platforms to ensure the EQ Positive Impact Porfolios are as widely available as possible.”

The portfolios are also available via the Alliance Trust, Novia, Nucleus, 7IM, Standard Life and Transact platforms.

– ENDS –

About the author: Ben Faulkner

Ben joined EQ in 2015 and has over 14 years’ of experience across the pensions, financial technology and wealth management sectors. At EQ, he is responsible for developing, managing and implementing the marketing communications strategy. Outside of work, Ben’s two daughters keep him busy. He enjoys keeping fit, especially running and cycling along the Pilgrim’s Way.
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