Our Services - Sub Advisory

 

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 can act in a sub-advisory capacity for authorised investment managers who want advice and support on the investment process. This ranges from strategic asset allocation, through portfolio construction, to fund selection and blending. This service is tailored to the needs of the client, who can choose to receive support for all or part of the investment process.

To find out more about our sub advisory services please contact mark.james@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