The fund is managed using a strict set of stock selection criteria and is constructed as a rather concentrated portfolio, which over the history of the strategy has lead to a bias to a fairly low number of sectors.
At Square Mile, we recently responded to the FCA’s paper on the Sustainable Disclosure Requirements (SDR). Responding to the FCA’s paper is our way of ensuring the right framework is in place to help consumers and their clients.
For the first panel of the series, we were joined by Maria Municchi of M&G Investments, Peter Rawlence of Pictet Asset Management and Seb Beloe of WHEB to explore sustainability and SDR.
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We work closely with independent financial advisers and asset managers to empower them with the knowledge, tools and support to deliver the best outcomes for their clients and more broadly, to make a positive impact on the world.
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Learn about how Square Mile are applying the new Consumer Duty rules to our business and service lines.
In our Talking With series we talk candidly with some of the industry’s leading figures.
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