With the continuing need to ensure suitability, a structured and robust approach to your investment research and due diligence has never been more important.We are committed to helping financial advisers find the right funds and services that allow them to provide the best solutions for their clients.
Our fund ratings are now used by over 21,000 advisers as a badge of quality in their fund selection.
Fund management groups can also benefit from our knowledge of the advisory sector and use our independent research and analysis to improve their own propositions.
Our Research. Your success.
The date of the referendum on whether we remain in the EU has been set for June, and the campaigning by those on both sides of the debate is hotting up. Whilst it is clear that we will see volatility in the markets in the run up to the vote, the long term effects of […]
The fund industry has a number of rating agencies who analyse funds and give the fund or the manager a rating as to the prospect of that fund continuing to perform well into the future. You may have seen some of those ‘ratings’ when you have been looking at funds as possible investments. But do […]