Richard Romer-Lee's recently launched consultancy firm Square Mile Investment Consulting & Research is set to launch a ratings service and a recommended fund list.
The fund ratings service will allocate A, AA and AAA ratings to portfolios, with the latter expressing the greatest conviction on a fund. The service will be available to advisers and wholesalers free of charge, and the list of recommended funds will be published on Square Mile’s website. Romer-Lee (pictured), managing director of the group, said: “We will aim to have a list of 120-150 core funds and a list of 250-300 rated portfolios.” The recommended list will be selected from a universe of around 2,800 funds using qualitative research, with a particular emphasis on seeking out n...
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