EQ to host impact investing event for advisers
EQ Investors, the wealth manager led by John Spiers, is hosting an impact investing seminar on Wednesday 11 October in London at EQ’s offices near Monument to coincide with Good Money Week.
The event, free for advisers to attend, is designed to raise awareness of the often overlooked socially responsible impact investing sector and its focus on addressing major social and environmental challenges while generating financial returns.
Good Money Week runs from 8 to 14 October and is designed to encourage people to “make sure businesses looking after your money - banks, pensions, savings and investments - are looking after it properly and using it in ways that benefit you, society and the environment. The campaign is designed to show it’s possible to “make money and make a difference.”
EQ Investors says it hopes the event will help advisers increase their “confidence” in promoting the rising asset class to their clients.
Attendees will hear from Damien Lardoux, manager of EQ’s Positive Impact Portfolios and two fund managers; Simon Bond of Columbia Threadneedle Investments and Hamish Chamberlayne of Janus Henderson. Each manager will discuss their investing process, providing case studies showing the benefits of an impact based approach to portfolios.
The session is designed to help make impact investing a “core part” of the conversation when speaking to clients about their investing preferences. EQ will tackle common challenges advisers face, offering them new ideas and practical tools they can use with clients.
Damien Lardoux, portfolio manager at EQ, said: “The impact investing sector continues to witness impressive growth but remains overlooked by the vast majority of financial advisers. This seminar is an opportunity to spread the word and raise awareness of both the positive impact element and the financial return of this approach.
“With the transfer of wealth from baby boomers to their children, clients of the future will demand impact and advisers need to be ready.”
Advisers can find out more via the EQ Investors website or by contacting the company.