Mortgage & Property

New Insurance Professional

Family Office Bulletin

Mortgage Property

Insurance Professional

Family Office

Invest in the sustainability leaders of tomorrow

Our carbon emissions problem

Human induced carbon emissions are the leading cause of global climate change. These include the burning of fossil fuels (such as coal) for heat and electricity, agriculture (livestock, rice patties and unhealthy soils), land use changes and some chemical and industrial processes (like cement production). On top of this, there are natural feedback loops that intensify this (releases from oceans, ice caps and forests).

It is up to all of us to stop the current trajectory. A concerted effort to tackle the climate crisis was finally embraced by 195 governments in the form of the Paris agreement in 2016. Yet, that isn’t enough. The private sector also needs to realise its responsibility in this global issue and the threat to business as normal.

Introducing the EQ future leaders portfolios

As a B Corp (committed to both shareholder and stakeholder success) wealth manager, we’ve highlighted our commitment to sustainability with the launch of a new range of low-cost responsible investment portfolios. Our aim is to provide a sustainable investment solution for everyone who wants to invest:

  • Low cost: These portfolios are built using efficient passive funds with low fund charges. All our portfolios are globally diversified, and regularly rebalanced to reflect our views on the potential returns from different markets.
  • Sustainable: The EQ Future Leaders portfolios select the most sustainable companies based on published Environmental, Social and Governance (‘ESG’) data.
  • Low carbon: All this means that Future Leaders portfolios have a lower carbon footprint than market benchmarks. Based on our scenario analysis, they are compatible with limiting global warming to 1.5 degrees.
  • Tailored to you: available for ISAs, SIPPs and GIAs.

Sustainability credentials

Passive investing lends itself well to a best-in-class approach and can also incorporate negative screening. With this in mind, we have designed the EQ Future Leaders Portfolios around the Impact Management Project’s ABC framework:

  • Avoiding harm: We use passive funds that screen out the most harmful sectors:
  • No tobacco
  • No armaments
  • No alcohol
  • No gambling
  • Benefiting stakeholders: We use tracker funds based on the MSCI Socially Responsible Investing (SRI) Indexes. These target the most responsible companies based on their disclosed ESG data. This biases portfolio exposure towards companies that are managing their social and environmental impacts well and demonstrating good corporate governance.
  • Contributing to solutions: Future Leaders uses thematic ETFs to increase portfolio exposure to sectors that are helping to solve global problems, including healthcare, clean energy and green bonds.

We’ve been a pioneer in the impact investing space over the last eight years. The launch of the EQ Future Leaders Portfolios sees us building on that reputation whilst responding to the changing market we work in to deliver a competitively priced multi-asset passive solution.

Going forward, our ambition is to evolve the portfolios as the universe of passive strategies increases.

Find out more

If you have a question about the EQ Future Leaders Portfolios or our DFM service, please get in touch.

Damien Lardoux, Head of Impact Investing EQ Investors

Email: [email protected]

About Damien Lardoux, Head of Impact Investing

Damien is the portfolio Manager for the EQ Future Leaders and EQ Positive Impact Portfolios. He is committed advocate of responsible investing and spreading the word about its benefits. Before joining EQ Investors, Damien worked for Bank of America Merrill Lynch.

Damien has an MSc in Management from Reims Management School and an MSc in Wealth and Asset Management from ESCP-EAP Paris Business School. He is also a CFA charter holder, being a regular member of the CFA Institute and CFA UK society.

Click here for more information about EQ Investors 

This Week’s Most Read

  • Standard Life Aberdeen appoints Tracey Hahn as Chief People Officer  

      Standard Life Aberdeen (SLA) has announced the appointment of Tracey Hahn as Chief People Officer. Tracey will report directly to Stephen Bird, CEO of

  • Investing in the futures of young people: three investment management firms unite for a very good cause

    Three leading UK investment management firms, Standard Life Aberdeen, Baillie Gifford and Stewart Investors have collaborated with the charity Future Asset and the not-for-profit organisation

  • Why tax-efficient investing is good for your clients – and your business

    As clients look to maximise tax efficiency, there’s also a growth opportunity for advisers who look beyond ISAs and pensions Tax planning is an integral

  • Value rotation and rising inflation: Is now the time to back financials?

    Managers comment on the prospects for fintech challengers versus incumbents.  Fintech has been behind some of the fastest-growing businesses in recent years, buoyed by increased

  • How to invest today to meet tomorrow’s challenges

    In this video Maria Municchi explores how the sustainable multi-asset strategy combines M&G’s ‘episode’ approach, taking advantage of the opportunities that could arise from investors’

  • Will this be the decade for Hydrogen?

    Randeep Somel: The race to ‘net zero’ emissions has taken a positive step as the world’s two largest emitters of carbon, China and the US,

  • Is financial wellbeing predetermined by personality type?

    New study by Aviva finds 24% of employees made bad debt decisions during the Covid-19 pandemic. Research also indicates that certain personality types are predisposed

  • Inflation: What do the experts think?

    UK inflation continues to climb, the consumer price index surged to 2.1% in the 12 months to May, this is up from 1.5% in April

  • Q&A with Richard Roberts, Oxford Capital

    In this in-depth video, IFA Magazine speaks to Richard Roberts, Director of Investor Relations at Oxford Capital about who, what and how they are investing

  • Keeping up with the big players – how IFAs can manage KYC compliance with limited resources

    Tony Machin, CEO of TrustID, discusses how IFAs can conveniently comply with KYC and AML requirements without the money and resources available to larger financial

IFA Magazine

Keep updated on the most important financial events 

Make sure you are an informed

wealth professional..

Adblock Blocker

We have detected that you are using

adblocking plugin in your browser. 

IFA Magazine