From framework to practice: How EQ Investors is embedding culture into due diligence

How can wealth managers get under the skin of an asset manager’s culture - and why should it matter when selecting funds?

Sophie Kennedy, joint CEO of EQ Investors and a member of the ACT Stewardship Council, explains how EQ has embedded the ACT Framework into its investment due diligence as one of the first firms to become ACT Informed in this Asset TV video.

She discusses the questions that can reveal what is really happening inside an organisation, why culture should be considered alongside performance and process, and the role leadership, incentives and accountability play in shaping behaviours. She also explores why culture can be particularly important during periods of M&A and ownership change, and how greater transparency and engagement could help make cultural scrutiny a normal part of investment decision-making.