• +44 (0) 207 399 9470
  • [email protected]
+44 (0) 207 399 9470
[email protected]

RESEARCH WITH A PURPOSE

PAA22 WINNERS

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

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

Text/HTML

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

Fund 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

Text/HTML

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.

VISIT NOW

Anchor

RATINGS ROUNDUP

SEE FULL ROUNDUP

3D Investing

3D investing

At Square Mile we have designed a range of bespoke services to provide you with the best support to meet the outcomes, aspirations and needs of your clients.


By working with Square Mile you will benefit from a tailor-made service that allows you to focus more on your business and clients.


The benefits of 3D

3D investing - new methodology

LEARN MORE

3D investing - legacy methodology

LEARN MORE

Text/HTML

  • 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 services to support you and your business, including fund selection governance, a tailored Managed Portfolio solution, constructed using our rated funds and more.

FIND OUT MORE

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.

EXPLORE NOW

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.

Copyright 2024 Square Mile
Feedback