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.
Mark James, Client Relationships Director at Square Mile said: "Willis Owen's business model is an ideal fit with Square Mile's extensive fund research capabilities. Our highly qualitative research process assesses those responsible for managing funds, the investment process and philosophy underlying the strategy, portfolio construction and risk management. In particular, our research places an emphasis on marrying a fund's objectives and the outcomes that investors should expect. Everything we do is motivated by the requirements of investors and we look forward to working in partnership with Willis Owen to identify the best investment propositions for their clients."
Jason Chapman, Managing Director at Willis Owen said: "Square Mile has demonstrated a fresh approach in developing a proposition to differentiate Willis Owen from its peers and to meet evolving investor needs. We have a shared dedication to helping clients make informed investment decisions in selecting funds that match their requirements and we look forward to a close collaboration with Square Mile over the course of this ISA season."