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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 PIMCO Climate Bond fund from a Responsible Positive Prospect to a single A Responsible rating.
Following yesterday's announcement that Waverton and London & Capital have reached an agreement to merge their businesses, we have decided to maintain the A ratings for the Waverton Sterling Bond and
In December 2023 we suspended the Matthews Asia Pacific Tiger fund’s A rating following its lead manager, Sharat Shroff, leaving the business.
Schroder has recently announced that Mike Hodgson, Head of Risk Managed Investment & Structured Funds, and one of the co-managers of the Schroder Income Maximiser and the Schroder US Equity Income Max
We have elected to remove our A rating of the Janus Henderson Global Equity Income fund following a prolonged period of challenged performance.
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.