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RESEARCH WITH A PURPOSE

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Our investment research is at the heart of everything we do.

Centred on outcomes, whether its responsible, active, passive, income or multi-asset, our research and range of ratings is designed to help you find the right strategies to meet your client’s needs.

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OUR RATINGS

SQUARE MILE RESPONSIBLE RATINGSSQUARE MILE RESPONSIBLE INVESTMENT TRUST

Square Mile Ratings

Fuelled by a qualitative process, our ratings are centred on outcomes to help you identify strategies suited to your client’s goals.

Our tiered ratings reflect our conviction in a strategy’s ability to meet its objectives.

3D RESPONSIBLE RATINGS SQUARE MILE RESPONSIBLE INVESTMENT TRUST

Square Mile Responsible Ratings

Undergoing the same rigorous research process, these strategies will also have a responsible outcome within its mandate.

Following the same scale, our tiered ratings reflect our conviction in a strategy’s ability to meet its dual objective.

3D RESPONSIBLE RATINGS

3D Fund Profiles

Funds are assessed against the 3D Investing framework of ‘do good’, ‘avoid doing harm’ and ‘lead change’.

This enables responsible investment funds to be compared in a systematic and objective manner by way of consistent profiling.

VISIT ACADEMY OF FUNDS
VIEW ALL RESPONSIBLE RATED FUNDS

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Launched in 2014, the Academy of Funds houses the latest research and opinion for over 300 Square Mile rated strategies, helping you to identify which best meets your client’s outcomes.

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RATINGS ROUNDUP

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3D Investing

3D investing

At Square Mile, we see responsible investing (RI) as an umbrella term that is underpinned by the 3D pillars of “Do Good”, “Avoid Harm” and “Lead Change”.

We believe that our framework will help investors make an informed investment decision as we seek to provide a profile of how a fund fares from an RI perspective. Find out more about the benefits of 3D Investing below.

The benefits of 3D

3D investing - new methodology

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3D investing - legacy methodology

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  • Research active strategies

    Through our rigorous research process, we seek to fully understand how a strategy behaves and whether it represents good value for money.

    Read our full research methodology below.

    Find out more         Researching active funds

  • Our approach to passives

    We consider the various approaches but seek to identify the best-in-class passive fund solutions. Take a look at how we assess passive funds through our research.

    Read more         Our approach to passives

WORKING WITH YOU

We offer a range of bespoke services to support you and your business, including fund selection governance and portfolio services.

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RESPONSIBLE INVESTMENT

Learn more about our commitment to helping you and your clients navigate the responsible investment landscape, through our research and ratings, and our investment management solutions.

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How can we help you?

Want to know more or have a question? Our team is here to help.

CONTACT US

This website is owned by Square Mile Investment Consulting and Research Limited and is for professional advisers and other regulated firms only. The content of the website is provided for general information only and is not intended to amount to investment advice on which you should rely. Full details of Terms of Use for this website can be found here which should be read before using this website.

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