Fund Management

Square Mile Launches Fund Academy To School Advisors On Top Products

Anna Hallissey Reporter London 18 July 2014

Square Mile Launches Fund Academy To School Advisors On Top Products

Square Mile Investment Consulting & Research has created an online resource showcasing funds it would recommend to its clients.

Square Mile Investment Consulting & Research has created an online resource showcasing funds it would recommend to its UK clients.

The Square Mile Academy of Funds will be free for any advisor to access and will grade funds as either A, AA or AAA, based on various capabilities of the fund to achieve its objectives.

Details attached to each fund’s review include its key features, Square Mile’s qualitative research, a breakdown of performance and an overview of the fund’s risk profile, the firm said in a statement.

The information on each fund has been gathered by Square Mile’s eight-person research team and aims to help advisors match investors’ goals with fund objectives.

The Academy also seeks to provide advisors with a fund’s predicted investment outcomes, its capital accumulation and preservation as well as inflation protection and income.

On top of this, it will offer ratings according to the risk each fund carries according to an investor’s preference, dependent on a fund’s ability to add value within its risk parameters.

Advisors will also be able to access a “positive prospects” list, which notes if a manager, strategy or process is new to a fund but it nevertheless has potential to deliver despite little evidence in market conditions.

The Academy’s list will be subject to change upon a quarterly review, where a fund’s performance and the drivers of return will be checked.

Investment consulting company Square Mile will publish funds to the Academy that it would recommend to its clients, which include financial advisors, wealth managers, life companies and investment platforms.

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