Responsible Ratings

There is no doubt we live in a fragile world which is becoming increasingly concerned over its future. There is increasing focus on wider societal issues like climate change and plastic pollution, which has spurred on the idea of conscious consumerism in the world of asset management.

In recognition of this, we have developed the Square Mile Responsible ratings as a way to help advisers identify funds that can fulfil their clients’ aim to invest in funds which have a positive impact on their own financial wellbeing, and also on the wellbeing of the world around them.

It is for this reason that we have looked to complement our existing ratings process by introducing Responsible ratings. These ratings will denote a fund which is best in class in its area and will fall into one of these three broad categories:

Exclusion: excluding companies or other entities which have a negative impact on society or the environment
Sustainability: rewarding and encouraging positive change and leaders in sustainability
Impact: inclusion of entities which have a positive impact on society or the environment

The introduction of Square Mile Responsible ratings is an evolution of our current ratings methodology, and is fully integrated into our research team’s process, as we do not believe that responsible investment should be viewed separately from more ‘mainstream’ funds.

Find out more information through our detailed Q&A.

View the full Responsible ratings methodology here.

Latest Insights

M&G Property Portfolio removed from the Academy of Funds

We have taken the decision to remove the M&G Property Portfolio from the Academy of funds. The fund's performance has continued to be very poor this year...

read more

Rating Change for the Baillie Gifford Japanese Income Growth fund

We are delighted to announce that we have upgraded our rating of the Baillie Gifford Japanese Income Growth fund from a Positive Prospect to an A rating...

read more