EQ Investors

Financial planning and investment management

London, England

United Kingdom

eqinvestors.co.uk

About EQ Investors

EQ helps individuals, companies and charities plan for their future and make investment decisions with confidence. Their philosophy is all about making things simple and giving their clients choice and great value for money. They also offer a pioneering range of ethical investment options.

The company was acquired by John Spiers, the founder of Bestinvest in October 2014. Wholly owned by staff and without any short-term pressures from external shareholders, the business is focused on building for the long-term.

They offer different types of service to suit clients with different needs. ‘EQ Wealth’ is aimed at clients who require face-to-face financial advice, whilst ‘EQ Bespoke’ is for those with larger, more complex portfolios. ‘Simply EQ’ offers a low cost online and telephone advice and investment management service.

Our core values as a business are integrity and sustainability. We know that we will best serve our clients’ interests, and grow as a business in the long term, if we continually improve our relationships with our employees and suppliers, and look for ways to contribute to wider society and the environment. Being a B Corp means we can be independently recognised for upholding our commitment to people, planet and profit.

The Change We Seek®

EQ Investors believe that investing can be a force for good. They are actively campaigning to raise awareness of the potential benefits of impact investing, and innovating to bring new products to market that will enable more investors to make a positive contribution to society and the environment alongside a financial return.

Their Positive Impact Portfolios are their flagship offering in this area, offering a fully managed solution for clients who care about the social and environmental impact of their investments.

They also believe that everyone should have access to the right advice to help them make plans for their future. Historically this has only been available to those with significant wealth, but with their ‘Simply EQ’ service they seek to bring affordable and useful investment advice to an ever wider range of people.

What makes us a better company?

B Impact Report

Certified since: 

August 2015
Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

8
7
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

29
18
Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

33
N/A
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

16
17
Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

10
6
Overall B Score
95
55

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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Miscellany: 

Social Media

EQ Investor Links

  • EQ Positive Impact Portfolio Go »
  • Simply EQ Go »