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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.

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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.

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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.

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RATINGS ROUNDUP

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  • 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.

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    Researching active funds
  • 3D Methodology

    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.

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    3D Methodology
  • 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.

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    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.

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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.

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