Company intelligence
EQ Investors I B Corp
Award-winning firm of financial planners & investment managers. Experts in sustainable investing. Certified B Corp.
About EQ Investors I B Corp
EQ Investors (EQ) is an employee-owned, multi award-winning, B Corp wealth manager providing ethical financial advice and sustainable investment management services to individuals, small businesses, and charities. Everyone is different so we offer a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes. Furthermore, The EQ Foundation – an award-winning registered charity – is a large shareholder, which means that more than 20% of our profits are used to support worthy causes. EQ is authorised and regulated by the Financial Conduct Authority.
Verified activity
Signals from EQ Investors I B Corp
6 published signals
Presence & Recognition
EQ Investors I B Corp was named Professional Services finalist at Brighton & Hove Business Awards.
Reported by EQ Investors I B Corp
Research & Knowledge
EQ Investors I B Corp published a survey conducted by Professor Paola Bongini and colleagues exploring factors shaping financial advisers' intentions to recommend ESG/sustainable investments.
Reported by Damien Lardoux, CFA
Research & Knowledge
EQ Investors I B Corp published a blog post on AGM season and its purpose as pivotal events for companies to connect with stakeholders.
Reported by EQ Investors I B Corp
Research & Knowledge
EQ Investors I B Corp reported that EQ's portfolio fixed income allocation outperformed by over 3% in 5 years compared to the Bloomberg Global Aggregate Bond Index and the Bloomberg Global Aggregate Corporate Bond Index.
Reported by Damien Lardoux, CFA
Research & Knowledge
EQ Investors I B Corp reported that EQ's sustainable active proposition outperformed its strategic asset allocation every single year and by 5% over 5 years.
Reported by Damien Lardoux, CFA
Research & Knowledge
EQ Investors I B Corp reported that the last five years have been challenging for the fixed income part of clients' portfolios with cumulative net returns close to zero.
Reported by Damien Lardoux, CFA