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EQ Sustainable World
Invest to achieve positive outcomes for the environment and society
The EQ Sustainable World portfolios are managed with a dual mandate: to achieve long term capital growth by prioritising sustainability outcomes, investing through a multi-lens sustainability framework.
Our answer to your clients' needs
For your clients that want to invest sustainably with a broad interest across positive outcomes. The EQ Sustainable World strategy offers a diversified portfolio revolving around three key pillars: ESG Leaders, Climate Focus and Impact Solutions. These portfolios draw on the best ideas from EQ's investment team who have over 10 years of experience investing across these sustainable pillars. Funds in the portfolios adhere to our list of exclusions and ESG laggards, and then target positive outcomes in at least one of the three pillars.
ESG Leaders
Companies that are best at managing environmental, social and governance risks (ESG).
Objectives: portfolios will achieve higher alignment to companies with low and negligible ESG risks vs market benchmark*.
Climate Focus
Companies showing climate leadership: climate solutions, low carbon leaders and those on a science-based transition.
Objectives: increasing science-based climate target coverage in line with 100% by 2040, and a lower carbon footprint (Scopes 1, 2, 3) than the market benchmark*.
Impact Solutions
Companies whose core products & services contribute towards progress on the UN Development Goals.
Objectives: higher alignment to the UN Goals vs market benchmark*, with reporting on associated impact metrics.
*Global equity market benchmark proxy: SPDR MSCI ACWI IMI.
Key features
EQ Sustainable World portfolios follow a transparent investment philosophy that helps you meet your clients' objectives:
Funds adhere to EQ's sustainable investment framework and stringent exclusions policy.
Emphasis on stewardship feeds through the asset managers selected, and positive change is enhanced through EQ's own stewardship strategy.
Fully managed multi-asset portfolios, with 8 MPS risk-rated profiles, globally diversified.
DFM fee 0.32%–0.18% (depending on AUM). Available on platforms for ISAs, SIPPs, GIAs and offshore bonds.
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 impacts associated with your clients' investments — download a personalised copy for your clients:
Factsheets
There are eight risk-rated profiles available. Download a factsheet for each 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