EQ Investors sustainable fund range is now being risk profiled for advisers on Dynamic Planner.
EQ, a B Corp discretionary fund manager, offers two sustainable diversified, multi-asset portfolios for advisers - Positive Impact (active) and Future Leaders (passive) 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 low cost, passive funds that focus on ESG leaders with additional overweights in selected impact themes. Both have been risk profiled in Dynamic Planner. 'ESG is a bolt-on to suitability' - Dynamic Planner's Chatte...
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