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Managed Portfolio Service Brochure

Square Mile’s Managed Portfolio Service is specifically designed to complement the conversations that you have with your clients each and every day. Our portfolios are constructed to generate defined and consistent outcomes, which helps you to focus quickly on your clients’ needs.

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Review of SAA tools

This report reviews the SAA tools to help you understand the options available and identify which product may best suit your client’s requirements.

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Understanding ATR tools

This short report outlines the distinctions in the way risk tools are calibrated and the implications this may have for users.

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The challenges of risk profiling tools

Risk profiling tools provide a framework to manage client expectations, however this paper highlights some of the challenges within the process.

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Managing an effective investment committee

This guide outlines the main areas to consider to ensure than an investment committee is running effectively, including role, structure and process.

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