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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.
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.
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.
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.
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.
We are pleased to announce the rating upgrade of the AXA Sterling Credit Short Duration and AXA Global Short Duration Bond funds from A to AA ratings.
Following the news that current co-portfolio manager Derek Deutsch will be retiring at the end of 2024;
Following the news that Annika Lombardi, lead portfolio manager of the Lord Abbett Climate Focused Bond fund, has decided to leave the firm to pursue other interests,
We are pleased to announce that we have introduced the M&G Positive Impact Fund onto our Academy with a Responsible A rating.
We are pleased to announce the addition of the Colchester Local Markets Bond fund to our Academy of Funds with a AA rating.
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.
3D Investing is designed to support the fund selection process by assessing responsible investment funds against the framework of do good, avoid doing harm and lead change.
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.
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.
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.