If you have an extra £100 each month, how would you invest in a sustainable future, while still earning an decent market return? If you had a windfall of £1 million, would you know how to invest it? Who would you ask to manage it to achieve the impact and the returns that you would want?
If you manage a large fund with millions or even billions of pounds, do you know how to allocate it to impact investing? If you don’t know, keep reading this article to cover some fundamentals and questions that will help you in the process of becoming an impact investor.
How do we push the boundaries in impact investing? How do we make it available to everyone?
How do you define Impact Investing? How do you select one company from another?
Why would people care about making a positive impact?
Who is EQ Investors?
EQ Investors is an award-winning chartered financial planner and one of the earliest Certified B Corp in the UK. They currently manage over £800 million of funds with £120 million in impact investment funds. EQ Investors have over 10 years of track record in impact investing. They set up micro-finance in Sierra Leone and launched a private equity impact fund in 2011.
From a background in wealth management, EQ Investors are now a ‘fund of funds’ for impact investing and act as portfolio managers. They are pushing innovation and developing the best practices for impact investment. Asked about their ideal clients, Damien says they are looking for investors who understand that impact investing is long-term in nature and also willing to take on an impact journey. EQ Investors advise private clients on financial planning matters but also make their offer available through other financial advisors.
Pushing The Boundaries in Impact Investing
One of the challenges of impact investing is the perception that there is a lack of opportunities. This is happening across investors, financial advisors and even pension fund managers. Fortunately, companies like EQ Investors are working hard to change this. Financial advisors are apparently mistaking impact investment as ethical investments. They do not want to have conversations with clients around screening out investments.
With John Spiers as CEO, EQ Investors have transformed the wealth management sector. They have made heavy investments into impact reporting and developed a robust research process. Their in-house impact reporting tools and methodologies ensure they produce high-quality research for their fund managers. This also means that they are able to react to the fast-paced nature of impact reporting.
Under Damien’s leadership, they launched the Positive Impact Portfolios. Everyday investors can now get involved in impact investing starting with £100. Anyone can also take a financial health check via their website as the first step in their financial planning.