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Our investment research is at the heart of everything we do.
Centred on outcomes, whether its responsible, active, passive, or multi-asset, our research and range of ratings is designed to help you find the right strategies to meet your client’s needs.
Fuelled by a qualitative process, our ratings are centred on outcomes to help you identify strategies suited to your client’s goals.
Our tiered ratings reflect our conviction in a strategy’s ability to meet its objectives.
Undergoing the same rigorous research process, these strategies will also have a responsible outcome within its mandate.
Following the same scale, our tiered ratings reflect our conviction in a strategy’s ability to meet its dual objective.
Fund are assessed against the 3D Investing framework of ‘do good’, ‘avoid doing harm’ and ‘lead change’.
This enables responsible investment funds to be compared in a systematic and objective manner by way of consistent profiling.
Launched in 2014, the Academy of Funds houses the latest research and opinion for over 300 Square Mile rated strategies, helping you to identify which best meets your client’s outcomes.
Following the news that Geraldine Sundstrom, lead manager on the PIMCO GIS Dynamic Multi-Asset fund, will be leaving PIMCO at the end of May 2024, we have decided to remove its A rating.
Following the recent news from abrdn that Stuart Brown, portfolio manager of abrdn Europe ex UK Income Equity fund, has decided to leave the firm, we are removing the fund from our Academy.
It has recently been announced that Jonathan Platt, Head of Fixed Income at Royal London Asset Management (RLAM), will be retiring at the end of the year and will be succeeded by William Nicoll,
We are pleased to announce that the HSBC US Multi Factor fund has been added to the Square Mile Academy of Funds with an A rating.
We are pleased to announce that Square Mile is awarding a recommended rating to the Vanguard Global Corporate Bond Index and the Vanguard Global Short Term Corporate Bond Index funds.
Through our rigorous research process, we seek to fully understand how a strategy behaves and whether it represents good value for money.
Read our full research methodology below.
3D Investing is designed to support the fund selection process by assessing responsible investment funds against the framework of do good, avoid doing harm and lead change.
We consider the various approaches but seek to identify the best-in-class passive fund solutions. Take a look at how we assess passive funds through our research.
We offer a range of services to support you and your business, including fund selection governance, a tailored Managed Portfolio solution, constructed using our rated funds and more.
Learn more about our commitment to helping you and your clients navigate the responsible investment landscape, through our research and ratings, and our investment management solutions.