Our distinctive 'R' ratings can be used by advisers in selecting funds, fund ranges and investment trusts, allowing them to identify easily and quickly the solutions which have reached the required standard to attain a RSMR rating.
All of the sectors are formally reviewed quarterly; however we continually monitor the funds in the interim period to ensure that we take account of any changes in between the formal review dates.
Our in-depth Fund Profiles will aid you in the development and implementation of your strategy to increase the overall marketability of a specific fund.
To help you, we can create a totally independent profile of one of our Rated Funds providing a comprehensive document on a specific fund that you can then use as part of your marketing and promotional strategy - this is a Fund Profile.
D2D - Design to Delivery consultancy
Understanding the competitive position of your proposition is vital to increasing and maintaining market share. Researching the market to understand your current position and to support planned changes together with feedback of the impact on existing and new distribution channels and sales volumes will put you in a stronger position to ensure delivery of your overall business plan.
How does your proposition stack up? Will it gain panel position? Once on panel what are the key differentiators that will allow your sales teams to focus on the right messages?