From the monthly archives: March 2015

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

More Talking Factsheets Added to Square Mile Academy of Funds

We are excited to announce the latest Talking Factsheets to be added to the Square Mile Academy of Funds. 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 feature Square Mile's team of analysts reviewing the objectives and risks and giving their view of funds drawn from the Rated, Recommended and Positive Prospects lists.

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Client reporting: What fund managers should be telling advisers

The reporting of anything can, of course, mean rather different things to different people. 

According to Oxford Dictionaries (online version, naturally) the word ‘reporting', in its guise as a noun, translates as ‘an account given of a particular matter, especially in the form of an official document, after thorough investigation or consideration by an appointed person or body.' 

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Merger of Threadneedle Multi Manager Range in to 7IM

Following the news that the Threadneedle Multi Manager range of funds is to merge into the 7IM Multi Manager fund range we can confirm that we will be maintaining our Recommended rating for the latter. The merger of the funds is due to take place over the weekend of the 25th and 26th April 2015. We will continue to monitor developments and provide further updates where appropriate.

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Sutherland Independent appoints Square Mile to deliver model portfolios

Square Mile Investment Consulting and Research (Square Mile) has been appointed by Sutherland Independent, an Edinburgh-based chartered independent financial advisory company, to manage a bespoke range of discretionary model portfolios. 

The five Sutherland Independent portfolios will target specific client outcomes, with the asset allocation driven by Towers Watson's risk assessment tool. Hosted on Old Mutual Wealth's platform, the portfolios will combine both active and passive investment vehicles featured in Square Mile's Academy of Funds and drawn from Square Mile's research process. This is the first time that Square Mile has teamed up with an adviser and a platform to offer such a service. 

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