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

Aegon Diversified Monthly Income reintroduced to the Academy of funds

We are pleased to announce the reinstatement of the Aegon Diversified Monthly Income fund back in to the Academy with an A rating. This fund was suspended...

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Rating removal for the Somerset Emerging Markets Dividend Growth fund

We have taken the decision to remove the Somerset Emerging Markets Dividend Growth fund from our Academy of Funds. This follows the recent news that the...

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