written by Natalie Holt
Thursday, 04 August 2022
We’re pleased to report Analyser has added another new MPS provider, the latest being EQ Investors.
There are now 16 MPS providers live on Analyser, alongside 26 platforms.
EQ Investors is a discretionary fund manager focused on sustainable and impact investing. It offers active, passive and bespoke investment solutions to clients, advisers and charities.
EQ is also a certified B Corporation, meaning it is part of a global group of companies which ultimately see business as going beyond profit to act as a force for good.
It offers three ranges:
- EQ Positive Impact Portfolios
- EQ Future Leaders Portfolios
- EQ Climate Action Portfolios
There are eight portfolios in each range based on the client's risk level.
EQ Investors joint chief executive Sophie Kennedy says: "We welcome this new tool from the lang cat that supports due diligence and drives transparency into the model portfolio suitability process.
"Analyser is a key development for advisers and planners in evidencing their MPS shortlisting and investment selection process with the upcoming Consumer Duty rules and Fund Label regime. We are more than happy to add our range of sustainable portfolios."