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From the monthly archives: January 2015

We are pleased to present below all posts archived in 'January 2015'. If you still can't find what you are looking for, try using the search box.

Square Mile reinstates A rating on the Threadneedle UK fund

Square Mile Investment Consulting & Research (Square Mile) has reinstated the A rating on the Threadneedle UK fund, which was suspended in September of last year due to the previous incumbent's departure from the firm. The strategy is now run by Chris Kinder, who opened his investment career in 2001 and has been lead manager on the Threadneedle UK Extended Alpha and, co-manager, of the UK Absolute Alpha funds since he joined Threadneedle in 2010.

The list, which is free for financial advisers to access, forms part of Square Mile's Academy of Funds, a dedicated section of its website showcasing Square Mile's qualitative fund research and analysis. Funds within the Square Mile Academy of Funds are A, AA, or AAA-Rated reflecting the level of conviction Square Mile's analysts have in a fund's ability to deliver on expectations.

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More Talking Factsheets Added to Square Mile Academy of Funds

Following the announcement in December about the launch of Talking Factsheets, we are excited to announce the latest additions. Talking Factsheets is a service for users of the Square Mile Academy of Funds, combining Square Mile's independent, qualitative fund research with accessible video content. The Talking Factsheets will feature Square Mile's team of analysts reviewing the objectives and risks and giving their view of funds drawn from their Rated, Recommended and Positive Prospects lists.

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Willis Owen Appoints Square Mile To Deliver Guided Architecture

Square Mile Investment Consulting and Research (Square Mile) has been appointed by Willis Owen, one of the UK's leading execution-only investment service providers, to deliver qualitative research for their 2015 ISA season booklet.

Square Mile will compile a list of 15 funds representing 15 separate IA sectors drawn from its Academy of Funds range. The funds are selected based on in-depth sector and fund analysis referencing market intelligence, industry contacts and fund manager interviews.

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Square Mile Ratings Available on FE Analytics

As part of the strategic partnership between Square Mile and FE, Square Mile's Ratings are now available on FE Analytics. FE are an award-winning provider of investment research, data, software, performance analysis and ratings to the financial services industry.

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Square Mile adds Majedie UK Equity to its Academy of Funds

Square Mile Investment Consulting & Research (Square Mile) has added the Majedie UK Equity Fund to its Academy of Funds, awarding it an AA rating. Housed within a dedicated section on the Square Mile website and free for all advisers to access, recommended funds carry a rating - A, AA, or AAA - as a mark of quality and a reflection of the level of conviction Square Mile has in a fund's ability to deliver on expectations.

Andrew Johnston, Investment Research Analyst said of the Majedie UK Equity Fund, "This impressive strategy is rather unusual in that it has a multi-manager approach, with five managers managing four buckets, three of which invest in the FTSE 350 and one in UK smaller companies. Using both macro perspectives and fundamental stock-picking the managers aim to build a portfolio that will consistently outperform the market, regardless of the investment backdrop.

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Square Mile hires Jamie Farquhar as Director of Business Development

Square Mile Investment Consulting and Research (Square Mile) today confirms the appointment of Jamie Farquhar as Director of Business Development.   He joins from JPMorgan Asset Management where he was Head of Strategic Relationships.

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Square Mile reinstates A rating on the Standard Life Investments Global Index Linked Bond and awards a A rating to the Goldman Sachs Strategic Income Bond

Square Mile Investment Consulting & Research (Square Mile) has reinstated a rating of A to the Standard Life Investments Global Index Linked Bond and awards an A rating to the Goldman Sachs Strategic Income Bond. The list, which is free for financial advisers to access, forms part of Square Mile's Academy of Funds, a dedicated section of its website showcasing Square Mile's qualitative fund research and analysis.

Funds within the Square Mile Academy of Funds are A, AA, or AAA rated reflecting the level of conviction Square Mile's analysts have in a fund's ability to deliver on expectations. There is an emphasis on a fund's investment outcome helping advisers ensure their recommendations are in line with clients' expectations.

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What to expect from 2015

Square Mile's Managing Director Richard Romer-Lee talks with FE Trustnet about the year ahead. Richard explains how investors can make the most of their portfolios. 

http://www.trustnet.com/News/576539/square-mile-what-to-expect-from-2015/

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