Square Mile is an independent investment consulting and research business that works in partnership with financial advisers, wealth managers, investment platforms and life companies, to provide tailored investment services.

We believe that in-depth, independent qualitative fund research is the best indicator of a fund’s ability to meet its objectives. Our research is designed to form a solid foundation for tailored client investment propositions and recommendations, and our business model is driven by the needs of investors and their advisers.

Square Mile’s experienced team of investment professionals understands the factors that drive the investment industry and affect investors. Our investor-focused business model and outcome-driven, risk-based approach provide us with the flexibility to keep pace with long-term regulatory and industry changes.

 



The latest in our series of Talking Point educational videos features Jason Broomer, Head of Investment, talking about portfolio construction. Our full range of Talking Points is available on our videos page along with Talking Factsheets and Fund Snapshots, using the link below. Look out for more over the coming months.

Latest Insights

Fund Rating Removal

First State Investments have today announced that they are to close their Global Resources capability, which includes a number of strategies managed by...

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Passive Funds Rating Changes

We are delighted to announce the addition of the following passive funds to the Square Mile Academy of Funds, each with a 'Recommended' rating. Fidelity...

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