B-Corp wealth manager EQ Investors has launched its model portfolios on Timeline’s platform, making its sustainable portfolios available to financial planners and their clients for the first time.
The partnership will give Timeline's network of financial planners direct access to EQ's range of sustainable model portfolios, enabling them to offer clients a "fully integrated, values-aligned" investment solution alongside their broader financial planning advice. The firm's portfolios are designed to deliver competitive long-term returns by seeking out companies making a positive difference while avoiding investments that cause harm, EQ Investors said. EQ Investors joint CEO Sophie Kennedy said: "Through the Timeline platform, our range of model portfolios will be accessible to a w...
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