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Providing you with the latest insights and independent opinion from Square Mile.
Through PROD the future relationship between advisers and manufacturers is set to change, with the purpose of ensuring that the regulator’s objectives are met. It is very likely that regulatory visits in the future will focus on matching the target market information of manufacturers with that of advisers. Alarm bells will inevitably ring where this is not the case…
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...
Despite significant uncertainties in terms of the outlook, for investors with a long-term horizon who are looking at European equities, such unprecedented...
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...
Square Mile is an independent investment research business that works in partnership with regulated professional financial services firms. We help advisers to develop informed investment recommendations so that, with their support, their clients can make the decisions that are right for them.
Focusing first and foremost on in-depth, qualitative fund research, we provide tailored support and investment services for financial advisers and institutions.
For us there is only one way to deliver rigorous and insightful qualitative research and that is to invest in professional, qualified and experienced people. For this reason alone we have built one of the strongest and most respected qualitative investment research teams in the UK. Our analysts focus on investment research and meet regularly with fund managers to understand how those managers work, how they think and how they react to markets. We listen, we observe, we test, we challenge, we discuss, we deliberate and we form opinions. Finally, we publish our research and our views. These are based on clearly articulated outcomes and objectives, from which adviser firms can identify suitable funds to meet the needs of their clients.
The result of this work we hope is evident in our Academy of Funds. The Academy is free to access for adviser firms and if you have not yet registered we would invite you to do so by clicking here.