EQ Investors range of solutions is now risk profiled on Dynamic Planner.
EQ Investors is a discretionary fund manager focused on sustainable and impact investing and has been running sustainable portfolios since 2012. It 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.
Damien Lardoux, head of Impact Investing at, EQ Investors said: “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