Align your investments with your values

EQ is an award-winning boutique investment management firm based in London. We offer a full range of financial advisory and discretionary investment services for institutions, families and individuals.

Business as a force for good

The B Corp Declaration of Interdependence encapsulates EQ’s vison of a world that benefits all stakeholders. The firm strongly believes that all companies should be purpose-driven and run for the benefit of people and planet. EQ has been a Certified B Corporation since 2015 and is a founder member of the B Corp movement in the UK. It was the first UK investment manager to gain B Corp certification.

What makes us different?

Investing in a sustainable future is central to EQ’s investment proposition. It is only through understanding the interdependencies of the system – balancing the needs of communities. environment, customers and workers – that we will create a world we can all thrive in. We offer discretionary and advisory portfolio management services to our clients and have an institutional diversified multi-manager multi-manager approach to investing. We combine strategic and tactical asset allocation with best-in-class manager selection. Our bespoke approach aligns your investments with your values, providing diversified exposure to the SDG themes.

We're staff-owned

EQ is employee owned and is fully committed to the employee ownership model. This allows us to make long term decisions that are fully aligned with the interests of our clients.

The EQ Foundation

EQ established the EQ Foundation in 2015 and operates a matched giving programme to help its clients and staff raise extra funds for their favourite causes.

What we offer

A fully outsourced investment solution for institutions, families, trustees and individuals

  • Portfolio and strategy review
  • Investment policy and portfolio construction
  • Strategic asset allocation, tactical asset allocation & rebalancing
  • Sustainable/impact investment fund selection & monitoring
  • Investment implementation & operations
  • ESG integration & engagement
  • Sustainable Development Goal mapping
  • Investment portfolio reporting, including impact reporting

What are the benefits of investing in this way?

Our 7 year track record demonstrates that our positive approach requires no compromise on financial returns

Our approach to sustainable investing is positively framed; we seek exposure to companies providing innovative products and services that address the world’s most pressing social and environmental problems. In the past, ethical and responsible investing tended to use exclusionary screens, constraining the opportunity set of investments - these strategies often underperformed the wider market.

But our Positive Impact portfolios have outperformed even our own (unconstrained) Best Ideas portfolios - while both of these strategies have comfortably outperformed our peer group. We believe that investing in sustainable companies with demonstrable positive environmental and social impacts will be a strong driver of future returns.

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Past performance is not a guide to future performance. The value of investments and the income derived from them may go down as well as up, so you could get back less than you originally invested.

Model performance is shown in sterling, net of underlying fund charges and an indicative annual management fee of 0.59%. All income reinvested; actual returns may vary. EQ's management fee may vary depending on level of service; underlying fund charges may vary depending on platform; additional platform and advice fees may apply. We use Asset Risk Consultants (ARC) to benchmark the performance of our portfolios; ARC benchmark figures are based on participating investment managers' actual performance data, net of fees, following the last quarter end. Data sources: EQ, Morningstar.

Contact us

For all enquiries about our bespoke investment service, or to set up a meeting please call us on 020 7488 7110 or click here.