Our Services - Managed Portfolio Service

 

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.

Through our Managed Portfolio Service, we offer discretionary investment services to authorised advisory companies. We have created a range of risk-targeted portfolios that are constructed to achieve specific outcomes, from capital accumulation and income provision to capital preservation and inflation protection. Our portfolios are consistent with advisers’ risk grading tools, and operate across a range of administrative platforms.

To find out more about the Managed Portfolio Service, please click here or contact jamie.farquhar@squaremileresearch.com.

Latest Insights

Changes to the Schroder Tokyo Fund

We have a high regard for the manager, Andrew Rose, and his very disciplined and sensible approach to investing in this market. However, the fund's objective...

read more

Changes to the Jupiter Strategic Reserve fund

Following the recent news that Miles Geldard is going to step back from fund management at the beginning of next year, while co-manager, Lee Manzi, will...

read more