EQ Impact

EQ International specializes in delivering quantitative insights into equities markets, supporting fund managers and financial advisors in their investment strategies. Established in 1990 by Greg Wallace and Paul Spence, the firm offers a comprehensive range of services including ESG asset allocation, risk management, and portfolio construction. One of their key products is the EQ Impact Model, a third-generation market impact model designed to enhance trade planning and benchmarking within equity markets.

The EQ Impact Model assesses the market impact of potential orders, enabling users to optimize their trading strategies and understand transaction costs while ensuring compliance with liquidity risk regulations. By improving trading efficiencies, this model allows fund managers and stockbrokers to make informed decisions regarding order execution and significantly enhance overall execution performance.

In addition to their modeling services, EQ International provides consulting services aimed at addressing pain points in investment processes. This includes developing ESG strategies, quantitative investment systems, and comprehensive risk management approaches. The firm emphasizes a Pure ESG methodology, ensuring sustainable investment portfolios align with environmental, social, and governance factors without unintended style factor exposure.

Overall, EQ International seeks to empower asset managers and financial advisors with the tools and insights necessary for effective investment management.