Our Services - Consulting

 

All our services are designed to support our clients’ businesses and to deliver the right outcome to the end investor. Our independent, qualitative research and analysis can be utilised in numerous ways to provide different solutions that will help our clients achieve their objectives. We aim to help our clients to succeed within a rapidly changing investment marketplace, and to add value through the design and management of tailored investment propositions.

We provide consultancy services to financial intermediaries and wholesalers. These services include the design, maintenance, and review of recommended fund panels, guided architecture, and sample portfolios designed to meet different risk profiles. We also offer investment governance and oversight – for example, by attending client investment committee meetings to provide information and guidance on funds and managers. These services are bespoke, and therefore our consulting clients can draw whatever they need from our knowledge bank to help them to achieve their goals.

To find out more about our consulting services please contact mark.james@squaremileresearch.com.

Latest Insights

Fund Rating Removal

Following the recent announcement of the impending retirement of Guy Stern in 2019, we have taken the difficult decision to remove the A rating of the...

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New Jupiter and Schroder Talking Factsheets have been added to the Academy

We have added eight new Talking Factsheets to the Square Mile Academy of Funds featuring, Head of Risk Based Solutions, Alex Farlow, and Research Managers...

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