We offer two model portfolio solutions suitable for the majority of clients who do not have complex tax positions plus a fully bespoke service suitable for high net worth clients and sophisticated investors. In he set up Bestinvest and over the next 20 years it grew to become a leading private client advisory and wealth management business with over 50, clients. In Bestinvest was acquired by 3i.
Invest to solve social and environmental problems
Further News & Information
The Positive Impact Portfolios have been created for clients who wish to have their money managed with the aim of creating a positive socio-environmental impact while also benefiting from strategic or tactical capital allocation decisions. The portfolios are managed with a dual mandate: we invest to maximise positive impact on people and planet, and to maximise risk-adjusted financial returns. It is not enough to simply limit damage to the environment and avoid causing social ills. We intentionally go further than that: our screening and research process actively selects funds which, in turn, actively allocate capital towards the solution-providers to the greatest social and environmental challenges as framed by the UN Sustainable Development Goals. Our process also places strong emphasis on engagement, which helps to maximise the positive impacts of the portfolios over time and evolve these with best-practice. Alongside our socio-environmental research processes, our investment management team apply their knowledge and expertise to find fund opportunities which deliver market beating financial returns. This is necessary to ensure the Positive Impact Portfolios meet their mandate of maximising positive impacts and avoiding harm as a natural by-product.
Available products & Wrappers
It aims to diversify risk by investing across regions, and enhance returns through its asset allocation strategy and fund selections. Growth Equities: Global BMO Responsible Global Equity A global equity fund investing in companies considered to be making a positive contribution to society and the environment. Details Equities: Asia Impax Asian Environmental Markets A fund that looks to deliver a portfolio of Asian stocks that play into broad environmental themes that are chosen for their positive impact as well as the potential for compelling returns. Details Equities: Thematic Impax Environmental Markets A fund that looks to deliver a portfolio of stocks that play into broad environmental themes that are chosen for their positive impact as well as the potential for compelling returns. Details Impax Environmental Leaders A fund managed by the largest independent environmentally focused investment house that looks to deliver a portfolio of stocks that play into resource efficiency themes.
The EQ Positive Impact Portfolios are for investors who care about how and where their money is invested. The best companies have always been the ones that innovate, find new ways to serve real needs and solve real problems. At EQ we wanted to capture these impact investment opportunities. Whilst there were plenty of ethical funds, we identified a growing demand from retail investors for a discretionary managed model portfolio approach. In response, EQ designed a unique investment strategy called positive impact. For investors who want to earn a strong financial return by investing in solutions to social and environmental problems globally. Our quarterly update focuses on specific investments made by the funds within the Positive Impact Portfolios. This update concentrates on three of them: Clean fuels powering electric vehicles , social change tackling high re-offending rates and water addressing an increasing shortage. The best companies have always been the ones that innovate, find new ways to serve real needs and solve real problems, and we wanted to capture these impact investment opportunities.