11 | W&F Ethical Finance Awards 2024 Sustainable Investor of the Year 2024 – UK & Recognised Leaders in Discretionary Fund Management 2024 - UK EQ Investors (EQ) is an award-winning B Corp wealth manager dedicated to providing financial advice and discretionary fund management to individuals, charities, small businesses, and intermediaries. At its core, the business strives to make meaningful contributions to its community with sustainable investing that delivers a positive impact. Everyone is different and EQ has adopted a bespoke approach with a range of investment strategies to suit clients’ unique requirements. ‘EQ’ stands for emotional quotient and demonstrates the company’s commitment to recognising its clients’ emotions. Its expert team actively listens to clients to determine what they care about most and help them plan for their future. EQ is comprised of chartered financial planners and investment experts who assist clients in creating a comprehensive plan to secure their financial future. For over a decade, EQ have been pioneers of sustainable investing, striving to seek out investments that make a measurable positive impact and a long-term financial return. EQ promotes businesses that are natural innovators and have an advantage over competitors with a neutral or negative impact on people and the environment. Supporting the wider community is a major part of EQ’s business philosophy. Through the EQ Foundation, its registered charity, the business has donated over £2,000,000 to carefully selected charities chosen by its valued clients and staff. Ben Faulkner, EQ’s Marketing Director, says, “For us, ethical finance is not just investing sustainably, it’s conducting ourselves in an ethical way as well. That’s why in 2015, EQ became a founding UK B Corp, joining a growing global community that uses business as a force for good. Next year will mark our 10th anniversary as a B Corp, and it’s fantastic to see how the movement has grown from the original 62 in 2015, to over 2,000 UK companies, and more than 8,000 worldwide.” EQ offers a wide range of sustainable investment options which can be tailored to suit clients’ individual goals and portfolio of all sizes. With a successful ten-year track record, EQ’s Positive Impact Portfolios are designed to generate long-time returns and address the world’s biggest social and environmental challenges. The Positive Impact Portfolios are mapped around the UN Sustainable Development Goals (SDGs) and aim to create a sustainable investment plan that clients can be proud of. Through its Future Leaders Portfolios, EQ combines socially responsible portfolios with the growing popularity of low-cost passive funds. For investors wishing to prioritise sustainability, these portfolios invest in the sustainability leaders of tomorrow that perform well against environmental, social, and governance (ESG) criteria. Future Leaders Portfolios also invest in sustainable sectors such as clean energy, healthcare, and green bonds. Launched in 2022, EQ’s Climate Action Portfolios allow clients to align their financial goals with the global effort to reduce climate change risks and support the transition to a net-zero future. EQ invests in companies that demonstrate climate change leadership and have a credible science-based path to net-zero. These companies are industry leaders with innovative products and services that provide solutions to decarbonisation. In addition to its sustainability standards, EQ also prides itself on its client-first approach and has won multiple awards for its quality of service and investment performance. Ben Faulkner shares, “It is our philosophy to build trusted and long-lasting relationships with our clients. We aim to provide clients with peace of mind regarding their personal financial affairs and ensure they are satisfied with the service they receive. Most of our clients come to us as a result of referrals from established clients who trust us enough to recommend us to family, friends, and colleagues. We have client relationships that have been built and strengthened over decades, and which are now spreading down generations to children, and even grandchildren.” As the public becomes more aware of global issues such as climate change, equality, and wellbeing, the B Corp movement has continued to grow rapidly. This is a pivotal movement in the fight against climate change and the demand for sustainable products and services has never been higher. Although many companies are making the necessary charges, B Corp certification is still a self-elected standard. EQ also supports the Better Business Act coalition which strives to create a greener future for all by making top-down changes to company law. Moving forward, EQ is dedicated to building on its history of sustainable investing and helping its valued clients make a positive impact on the world. Recognised in this year’s Ethical Finance Awards, EQ Investors specialises in taking the hassle out of investing with sustainable solutions designed to deliver long-term returns to clients. We cannot wait to see how EQ continues to shape the future of sustainable investment on its mission to transform the global economy for all. Contact: Ben Faulkner Company: EQ Investors Web Address: https://eqinvestors.co.uk/ EQ Investors
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