A portfolio with principles

EQ Investors  

http://www.eqinvestors.co.uk/dfm

EQ Investors Limited specialises in sustainable and impact investing, providing solutions which not only deliver an attractive return but are also committed to making a positive contribution to society or the environment.

EQ Investors is an award-winning, boutique wealth manager providing investment management services to individuals, small businesses and charitable endowments. On behalf of the financial advisers we work with, we cater for clients with a few thousand pounds as well as those with tens of millions. We are committed to excellence, not in trying to be the biggest. EQ Investors is also a founding B corporation in the UK, believing in business as a force for good. 

The EQ Positive Impact Portfolios

Launched in 2012, the EQ Positive Impact Portfolios are a range of sustainable and impact investment solutions suitable for retail investors. They are designed for clients who want to go beyond ethical or social ‘avoidance strategies’.

The EQ investment team has spent several years researching investments from across the socially responsible, ethical, sustainable and impact investment markets and has developed rigorous scoring methodologies. These help us to measure the degree of intentionality of a particular fund to have an impact on society and the environment as well as the real impact it has achieved. We attempt to identify where one can genuinely make a difference with investment capital, while not compromising on performance.

EQ’s Investment Team is highly regarded for its expertise in the measurement of social and environmental impact. We demonstrate that responsible use of investment capital can help to tackle many of the environmental and social issues existing today.

As a result, our portfolios will give your clients the confidence to know they are investing in the fund managers who actively seek out social and environmental improvements over and above simply avoiding vices, thereby providing a more ‘positive’ or ‘intentional’ investment proposition.

The EQ Positive Impact Portfolios are not just about selecting investments that do good. They are also about selecting good investments. Alongside our social and environmental research processes, our investment management team apply all their knowledge to find investments which we believe have the potential to beat equivalent but less responsibly managed funds in terms of the financial returns they can deliver. We then build portfolios which we believe provide sustainable outperformance versus peers. 

Key features of the offshore model portfolios available via the Novia Global platform:

• A differentiated solution focused on investments with a significant and positive contribution towards people and planet
• A range of model portfolios with different risk profiles denominated in sterling, euro and US dollars
• A totally independent investment team conducting thorough financial due diligence and impact assessment
• Investing only in FCA recognised funds offering daily liquidity
• Attractive to overseas based investors, non-UK domiciles, offshore trust and fiduciary companies
• Award-winning investment and impact expertise
• Annual Management Charge: 0.35%

Want to know more?

If you would like more information about the EQ Positive Impact Portfolios or wish to meet our investment team please feel free to contact us.

Email: [email protected]
Phone: 0207 488 7181
Further information: Please visit our website https://eqinvestors.co.uk/dfm/

Evelyn Partners

evelyn.com/financial-advisers/

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson. While our name has changed our commitment to delivering a world class experience to our clients remains as strong today as it always has been.

Founded more than 180 years ago, the group is trusted to look after £55.8 billion of assets (as at 31 March 2022) for our global clients from offices across the UK, Republic of Ireland and Channel Islands.

All of our services are underpinned by a disciplined investment process and delivered by highly qualified and experienced professionals.

Evelyn Partners’ purpose is to ‘place the power of good investment advice into more hands’ and we believe we are uniquely placed to support financial advisers and their clients navigate the ever-changing investment landscape to achieve their goals.

At the heart of our investment approach is the understanding that clients are particularly sensitive to losses, rather than being averse to taking investment risk (in the form of uncertainty). At Evelyn Partners, we aim to preserve and grow the real value of our client assets through time.

The core beliefs of our investment philosophy are: 

• To achieve returns ahead of cash and inflation
• Understand risks taken and particularly the risk of capital loss
• To back our judgement and invest alongside our clients
• The principle of diversification
• To embrace the use of both funds and single securities
• To use active and passive management techniques for the benefit of our clients
• To be aware of and to minimise the impact of costs 

Evelyn Partners offer the following sustainable models:

• Evelyn Partners International Sustainable Conservative GBP
• Evelyn Partners International Sustainable Cautious GBP, EUR, USD
• Evelyn Partners International Sustainable Balanced GBP, EUR, USD
• Evelyn Partners International Sustainable Growth GBP
• Evelyn Partners International Sustainable Adventurous GBP, EUR, USD
• Evelyn Partners International Sustainable Maximum Growth GBP

For further information please contact:

Harriette Collings
Director of Business Development
Tel: +44 (0) 20 3818 6653
Mobile: +44 (0) 7894 233 034
Email: [email protected]

Pacific Asset Management  

www.pacificam.co.uk

Established in 1993 by Sir John Beckwith and Mark Johnson, Pacific Investments has a proven record of identifying industry-leading investment managers.

Over the years, the group’s various businesses have managed over US$50 billion on behalf of institutions, wealth managers, family offices and individuals.  The group created Pacific Asset Management, the core asset management business within the group, to give investors access to fund managers who are proven to deliver superior investment returns over the long term. Firmly established within the global institutional infrastructure of the independently owned Pacific Investments group, Pacific Asset Management is able to take a non-biased approach to investing, something that incumbent, often listed business struggle with.   

Asset management businesses which were originally founded by Pacific Investments include Thames River Capital which was sold to F&C/BMO, Europa Capital latterly sold to Rockefeller, Liontrust Asset Management plc and River & Mercantile. Additionally, Sir John’s global diversified investment group Pacific Investments also has considerable experience in emerging markets, having successfully founded Thames River Capital with its flagship emerging market fund Thames River Nevsky, which later became Nevsky Capital. 

The Pacific Multi Asset Accumulator range blends ETFs, actively managed funds, factor strategies and direct securities to create affordable, diversified investment solutions. We offer a range of portfolio services to meet clients’ needs, available in Sterling, US dollars, Euros and AUD dollars. 

Sustainable Fund Strategy sheet: https://www.pacificam.co.uk/wp-content/uploads/PacificSustainableFundStrategySheet-1.pdf

Sustainable MPS Range Info Sheet: https://www.pacificam.co.uk/wp-content/uploads/PAM-Sustainable-MPS-Range-Info-Sheet.pdf

MPS Conservative Sustainable Portfolio Strategy Sheet: https://www.pacificam.co.uk/wp-content/uploads/2_Conservative_Sustainable_Standard_GBP_J_471.pdf

MPS Balanced Sustainable Portfolio Strategy Sheet: https://www.pacificam.co.uk/wp-content/uploads/3_Balanced_Sustainable_Standard_GBP_J_472.pdf

MPS Adventurous Sustainable Strategy Sheet: https://www.pacificam.co.uk/wp-content/uploads/4_Adventurous_Sustainable_Standard_GBP_J_595.pdf

Single Manager Solutions: Pacific Longevity & Social Change, ESG, Article 8 Fund. Link to website section: https://www.pacificam.co.uk/core-capabilities/longevity-social-change/

Pacific Longevity & Social Change Info sheet: https://www.pacificam.co.uk/wp-content/uploads/PacificLongevitySocialChange_InformationSheet.pdf

Pacific Longevity & Social change Factsheet: https://www.pacificam.co.uk/wp-content/uploads/fund-LongevitySocialChange-factsheet-I-GBP.pdf

Contact details

Freddie Streeter
Sales Director
[email protected]
Tel: +44 20 7591 1651

Adella Hives
Junior Associate Director
[email protected]
Tel: +44 203 970 2990