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From the monthly archives: March 2016

We are pleased to present below all posts archived in 'March 2016'. If you still can't find what you are looking for, try using the search box.

Square Mile upgrades Artemis Global Select fund to A rating

Square Mile Investment Consulting & Research has upgraded Artemis Global Select Fund's Positive Prospect listing to an A rating.

Funds ranked "Positive Prospect" have strong potential in Square Mile's view, but where the manager, strategy or process might still be unproven in differing market conditions. This new A-rating reaffirms Square Mile's confidence in the fund.

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New Square Mile ‘snapshot’ videos: fund overviews in just 30 seconds

Square Mile is pleased to announce the launch of brand new Talking Snapshot videos, offering a quick and easy way to find out more about a particular investment fund. 

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Square Mile announces two new fund ratings

Square Mile Investment Consulting & Research today confirms it has added two funds from SYZ Asset Management's Oyster range to its Academy of Funds. The Oyster European Selection and Oyster Continental European Selection funds have both been awarded an A rating.

The Academy of Funds is a dedicated section within Square Mile's website, where advisers can access analysis on all recommended funds. Each fund carries a rating - A, AA, AAA, R or P+ - as a mark of quality and a reflection of the level of conviction Square Mile's team of analysts has in a fund's ability to deliver on expectations.

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Square Mile awards A rating to a trio of funds

Square Mile Investment Consulting & Research today confirms it has added three funds from Fulcrum Asset Management and BMO Global Asset Management to its Academy of Funds. The TM Fulcrum Diversified Core Absolute Return, the F&C European Small Cap ex UK and the F&C European Small Cap funds have all achieved A ratings.

The Academy of Funds is a dedicated section within Square Mile's website, where advisers can access analysis on all recommended funds. Each fund carries a rating - A, AA, AAA, R or P+ - as a mark of quality and a reflection of the level of conviction Square Mile's team of analysts has in a fund's ability to deliver on expectations.

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TwentyFour Absolute Return Credit fund attains Positive Prospect rating

Square Mile Investment Consulting & Research has added the TwentyFour Absolute Return Credit fund to its Academy of Funds, awarding it a Positive Prospect rating.

The Academy of Funds is a dedicated section within Square Mile's website, where advisers can access analysis on all recommended funds. Each fund carries a rating - A, AA, AAA, R or P+ - as a mark of quality and a reflection of the level of conviction Square Mile's team of analysts has in a fund's ability to deliver on expectations.

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Square Mile hires Mike Moore as Client Relationship Manager for the Midlands and North West England

Square Mile Investment Consulting and Research Ltd today confirms the appointment of Mike Moore as a client relationship manager. He will be responsible for building adviser relationships and promoting Square Mile's services in the Midlands and North West England.

Mike most recently worked at Axa Investment Managers where he spent eight years overseeing strategic partnerships across the North of England, Ireland and Scotland. He has more than 27 years of financial services experience and brings a wealth of sector expertise and a broad network of contacts from across the industry.

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Evaluating Open-Ended Passive Funds

In theory, selecting passive funds for investment should be quite straightforward. This is certainly true when compared to the work required to identify suitable active funds but still challenges remain. The range of options for passive investment has broadened enormously over recent years as the ETF industry has developed and if systematic smart beta options are included, the options become boggling. During the summer, Square Mile initiated a ratings coverage of passive funds. This article highlights some of the issues that we came across in analysing passives and how we set about overcoming some of these difficulties.

Firstly, we restricted ourselves to mainstream open ended vehicles. There are well over 1,000 listed ETFs available to investors with many following a smart beta approach. However, there are questions as to whether smart beta approaches should be considered passive or active management. For instance, value indices can be defined by a price to book, price to earnings, price to cash flow or through a combination of these factors. Since a subjective judgement is required to identify the most appropriate metric I believe that smart beta approaches require a due diligence approach more in keeping with active funds and were excluded from our review of passive funds.

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