EQ offers sustainable portfolios via Timeline platform
EQ Investors has launched its sustainable portfolios on the Timeline platform, making them available to financial planners and their clients via the platform for the first time.
This will give Timeline’s network of planners direct access to the sustainable model portfolios. The firm said the portfolios are designed to deliver competitive long-term returns by seeking out companies making a positive difference, while avoiding investments that cause harm.
The firm offers two primary sustainability strategies: Sustainable World Portfolios and Future Leaders Portfolios.
The Sustainable World portfolios are built around three pillars: impact leaders, which align with the UN Sustainable Development Goals; ESG leaders, which focus on strict ESG risk management; and climate focus, which addresses climate change.
The Future Leaders portfolios are built using index funds, selecting sustainability leaders based on strong fundamental values and strict exclusion criteria.
Sophie Kennedy, joint CEO at EQ, said: “Through the Timeline platform, our range of model portfolios will be accessible to a wider community of financial planners who are increasingly fielding client
demand for sustainable options that go beyond simple ESG screening.
“Timeline’s growing platform footprint makes this an exciting partnership, one we believe can connect more planners and clients with investments that truly reflect what matters to them, now and in the future.”