Insights

From the monthly archives: August 2016

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

HSBC Global Strategy Range receive Square Mile Recommended rating

Square Mile Investment Consulting & Research (Square Mile) has added the three funds comprising the HSBC Global Strategy Range to its Academy of Funds, awarding them Recommended 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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New Lazard Talking Factsheet

We have added a new Talking Factsheets 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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A-Rating for Rathbone Total Return Portfolio

Square Mile Investment Consulting & Research has added the Rathbone Total Return Portfolio to its Academy of Funds, awarding it 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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Fund Rating Removals

We have unfortunately decided to remove the Neptune European Opportunities fund from our Academy of Funds. Whilst this is an ambitious fund that at times can take aggressive positions, and the manager is a conviction investor who takes input from both macro and micro economic sources, we have become concerned with the overall risk profile of the strategy, which has been increasing in recent years.

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Nationwide Appoints Square Mile to Provide Consultancy Service

Square Mile Investment Consulting and Research has been appointed by Nationwide to provide services to its Financial Planning, Protection and Investment Divisions. The services include providing consultancy on both their Approved range of funds and on their Advised Portfolios.

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Investment Process: Is it More than just Marketing?

One of the pleasures of working in a rapidly growing organisation is passing on my experiences to the newer members of the team. Recently, I was discussing the the types of investment processes often used within the industry with one young analyst, only to be taken a little aback by her retort 'isn't investment process more about marketing than investment'? What a great question. This article will consider this and what role investment process plays in the asset management business.

A certain cynicism is certainly warranted when considering funds. Fund buyers are confronted by an enormous choice and fund managers are eager to differentiate themselves from their competitors. I too shared similar scepticism on the value of process during my early career, despite its prominence as one of the five key 'P's. Admittedly, my views on the matter were coloured somewhat by my then Investment Director, who had set about devising a fund selection approach based around 3 month relative performance on the basis that "something is required". It didn't take much knowledge to recognise the flaws and limitations of a momentum approach such as this. I busied myself in the subsequent few years devising a more robust alternative approach that was not so fixated on short term performance trends.

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Fund Rating Removal

We have decided to remove the rating of the Charlemagne Magna Latin American fund. We continue to have a high regard for the manager Ian Simmons and his investment approach.

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Fund Rating Removal

We have taken the decision to remove the Fidelity Global Inflation-Linked Bond fund from the Academy of funds following the announcement that the lead manager of the fund, Andy Weir, would be leaving Fidelity at the end of August.

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Square Mile Academy of Funds available on Portfolio Adviser’s website

Square Mile announces that its Academy of Funds can now be accessed directly on Portfolio Adviser's website. Free for advisers and fund selectors to access, the Academy of Funds shares Square Mile's insight on its list of rated funds, complementing the news and analysis provided by Portfolio Adviser, a leading investment title among the wealth manager, adviser and fund selector community.

The Academy of Funds lies at the heart of Square Mile's fund research, listing those vehicles which the team of analysts believe are "best-in-class", offering investors quality, clarity, and consistency in achieving specific investment outcomes. This provides intelligence which enables advisers to make informed investment decisions on behalf of their clients.

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