Jupiter Distribution

SPONSORED BY : Talking Factsheets

Added 1st August 2016

Talking Factsheets is a video service for users of the Square Mile Academy of Funds website, which identifies the funds that are "best in class" through the Square Mile Investment Consulting Research fund ratings.

The Talking Factsheets videos feature Square Mile's team of analysts reviewing the objectives and risks and giving their view of funds drawn from their Rated, Recommended and Positive Prospects lists.
Square Mile typically rate between 250 and 300 funds from a universe of around 2,800 funds. The ratings process is fuelled by a qualitative approach that focuses on the fundamentals: manager and environment, investment philosophy and objectives, investment process, portfolio construction, management of risk and value for money.

Square Mile's team of qualitative researchers work to pinpoint funds that have real potential to deliver their stated objectives consistently for clients. Analysts undertake thorough, detailed quarterly reviews of every fund included in the rated or recommended list, following a discussion with the fund manager.

Rated funds each have a dedicated factsheet on the Academy of Funds website. The factsheet includes information on how the fund works and Square Mile's opinion and rating. They are designed to help advisers to understand what their clients can expect from the fund.

This new video service reflects the result of Square Mile's exhaustive research and is embedded within the fund factsheets to provide an easy-to-access resource for intermediaries.

The Talking Factsheets videos are an innovative way to bring the factsheets to life, combining Square Mile's independent, qualitative fund research with accessible video content. The aim is to give advisers and financial institutions further depth to their research and help them make informed decisions.

We believe this to be a unique offering in the industry where quality, insight and third-party independence ensure a new level of standing in fund videos.

Register for free http://www.squaremileresearch.com/Academy-of-Funds

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About Author

Alex Farlow

Square Mile Research

Alex Farlow is Head of Risk Based Solutions Research at Square Mile Investment Consulting and Research. Prior to joining Square Mile, Alex worked at Morningstar OBSR (previously OBSR) between 2005 to February 2014. Initially employed to assist consulting clients with the construction and maintenance of fund and product panels, Alex’s role evolved into a dual role combining the consulting function with investment research, particularly focusing on multi asset funds. In recent years Alex focused on the new wave of risk targeted/based funds which have come to market. Prior to joining OBSR, Alex worked for Marsh/Mercer for 5 years as part of its Investment Research Team.



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