Advice firms can now benefit from EQ Investors range of solutions being risk profiled on Dynamic Planner. EQ Investors (EQ) is an award-winning B Corp discretionary fund manager focused on sustainable and impact investing and has been running sustainable portfolios since 2012.
EQ offers two sustainable solutions for advisers: Positive Impact (active) and Future Leaders (passive) portfolios. Both are diversified, multi-asset portfolios. The EQ Positive Impact portfolios have a dual mandate: maximising risk-adjusted financial returns while making a positive social and environmental impact. The EQ Future Leaders portfolios use only low cost, passive funds that focus on ESG leaders with additional overweights in selected impact themes. Both solutions have been risk profiled in Dynamic Planner.
Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said:
“Having recently launched our sustainable investing solution we are focussed on ensuring advice firms have the very latest in understanding the sustainability of both people and portfolios. That also entails partnering with asset managers committed to providing sustainable solutions for the growing demand from investors.
“I’m delighted to welcome our very first B Corp to the risk profiling service, EQ Investors, who have opted to behave as an organisation responsible to both the investment returns according to the level of risk taken, alongside having a positive impact on the environment and society, with both a passive and an active range. Suitability and sustainability are becoming hand in hand, and we feel proud to be part of the jigsaw of positive change.”
Damien Lardoux, Head of Impact Investing at, EQ Investors added:
“Risk-profiling tools have become an integral part of the advice process to ensure investment plans are best suited for each client’s unique goals and circumstances. As we expand our sustainable model & bespoke portfolio service, we are keen to integrate with strategic partners to enhance our offering to advisers, Dynamic Planner is the perfect fit.”
The EQ portfolios now available risk profiled on Dynamic Planner are:
- Future Leaders Defensive
- Future Leaders Cautious
- Future Leaders Balanced
- Future Leaders Balanced Plus
- Future Leaders Adventurous
- Future Leaders All Equity
- Positive Impact Defensive
- Positive Impact Cautious
- Positive Impact Balanced
- Positive Impact Adventurous
- Positive Impact All Equity
About EQ Investors
EQ Investors (EQ) is an award-winning, wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments. EQ is a Certified B Corporation, an internationally recognised standard for companies that believe in business as a force for good. Making a positive contribution to the wider community is a core part of its business philosophy. EQ operates a matched giving programme to help its clients and staff raise extra funds for their favourite causes and has set up The EQ Foundation as a registered charity.