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Impact fund services

IQ-EQ Impact Fund Services

Impact investments are defined by the Global Impact Investing Network (GIIN) as ‘investments made with the intention of generating positive, measurable, social and environmental impact alongside a financial return’.

Changes in the international regulatory landscape, together with the COVID-19 pandemic, have accelerated investors’ interest in sustainable investments alongside their awareness of global issues like climate change, social inequality, and ethical governance.

How we can assist

IQ-EQ has a strong track record in providing back-office services to both regulated and un-regulated impact funds. Our global reach with 4,300+ professionals across 24 jurisdictions ensures we have the expertise to fully support our clients impact investment objectives.

There are four key stages to impact investing:

Raising capital and fund distribution

  • A fund-raising document repository
  • AIF depositary services
  • AIF fund umbrella for plug-and-play fund launch
  • Assist with accreditations including PRI, B Corp etc.
  • Assist with filling of ESG DDQs
  • Assistance with a full regulatory authorisation and approval process
  • Cash management
  • Compliance services
  • Development of ESG policies and processes
  • ESG Health Check
  • ESG Regulatory compliance including SFDR
  • Fund accounting and reporting, including financial statement preparation
  • Investor and manager due diligence
  • Licensed AIFMs in multiple jurisdictions
  • Outsourced business solutions, including office space and payroll
  • Provision of AML, KYC and MLRO services through industry leading systems including our RegTech system MaxComply

UK regulatory hosting

Deploying capital

  • Compliance support in relation to transactional due diligence
  • Development of ESG DDQ
  • ESG reporting powered by IQ-EQ Compass
  • ESG reputational assessment
  • ESMS development at fund and portfolio company level
  • Investor capital calls, including dealing with all investor queries
  • KPI determination and ESG value and impact creation
  • SPV and holding company services

Monitoring investment and opportunities

  • Access to data and analytics for you and your investors
  • Accounting and investor reporting
  • AIFMD Annex IV reporting
  • Annual impact reporting
  • Assistance with accreditations including PRI, B Corp etc.
  • Assistance with filling of ESG DDQs
  • Development of investor communication
  • Directorship services
  • ESG regulatory compliance including SFDR
  • Fund administration and transfer agency services
  • Health Check and ESG policy development
  • Investor services
  • Portfolio Monitoring Solutions, powered by IQ-EQ Cosmos
  • Risk management, including reporting, portfolio analytics and data access
  • Valuation reviews


  • Carried interest and fee calculations
  • Development of tailored investor communication demonstrating ESG/impact achievements
  • Investor distributions
  • Liquidations
  • Tax filings and compliance

Key contacts