Adviser Insights

Providing you with the latest insights and independent opinion from Square Mile.

From the category archives: Thematic reports

ESG integration & Responsible investment

ESG integration & Responsible investment

It is without question that 2019 was the coming of age for ESG and Responsible investment; new terms for many in the market, and ones that are having a significant impact. In this report, we seek to establish how Square Mile define these two terms, how they have evolved and what the embrace of the integration of ESG analysis and Responsible investment within the industry means for you and your clients.

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Does ESG really affect performance?

Does ESG really affect performance?

The investment industry’s interest in ESG (Environmental, Social and Governance) has grown steadily over the past few years and an increasing focus on wider societal issues like climate change and plastic pollution has spurred on the idea of conscious consumerism.

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An Overview on Multi-Asset

An Overview on Multi-Asset

The multi-asset label covers a diverse and often complex range of investment funds and approaches. At their simplest, they share a common characteristic - they give investors exposure to a broad range of asset classes to deliver a return profile that reduces the risk of investing in those asset classes individually.

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Active & Passive: the great debate

Active & Passive: the great debate

The current view, held by a number of investors, is that active and passive are polarised. Investors need to ‘pick a team’ and go entirely active or entirely passive. At Square Mile, we believe that a portfolio should consist of a combination of the best funds to meet the clients’ objectives, at a cost that represents value for money. That may be active, passive or a blend of both.

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Latest Insights

A Spotlight On: IA Targeted Absolute Return

In the first quarter of 2020, broad measures of UK equity performance were down by about 25%. The manager of a UK equity fund which has that benchmark...

A Spotlight On: IA Europe

Despite significant uncertainties in terms of the outlook, for investors with a long-term horizon who are looking at European equities, such unprecedented...

ESG integration & Responsible investment

It is without question that 2019 was the coming of age for ESG and Responsible investment; new terms for many in the market, and ones that are having a...