EQ Positive Impact Portfolios now available on Parmenion platform

Firm seeing strong demand from advisers for ethical portfolio service.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Ben Faulkner, 25th April 2018

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

Launched in 2012, the portfolios are designed to meet the growing investor appetite for an impact investing approach which not only delivers an attractive return but is also committed to making a positive contribution to society or the environment. EQ’s portfolios contain typically 15-20 socially responsible funds, covering a range of styles, asset classes and fund management groups.

Key features of EQ’s Positive Impact Portfolios include:

  • Seven risk profiles with the equity exposure normally ranging from 35% to 100%;
  • Independent research team conducting financial and socially responsible due diligence;
  • Available in ISA, SIPP or GIA accounts;
  • Annual management charge of 0.35% plus VAT;
  • Investing only in FCA authorised and recognised funds offering daily liquidity.

Commenting on the announcement, Damien Lardoux, Manager of the EQ Positive Impact Portfolios, said: “We are committed to working with advisers and ensuring the portfolios are available to their clients where possible. The portfolios have been an enormous success since they were established, in line with growing evidence that companies run in a sustainable and responsible manner generate superior returns.”

Richard Goodall, Distribution & Marketing Director at Parmenion added: “We have seen strong and increasing demand for Ethical DFM portfolios from advisers. We are pleased to extend the EQ offering with Parmenion and make the EQ Positive Impact Portfolios available on the platform.”

The Positive Impact Portfolios are also available via the Alliance Trust, Aviva, Novia, Nucleus, Standard Life, Transact and 7IM 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.
  • Search the EQ library

  • Find articles by theme