Manager Research

We provide detailed institutional-quality global investment manager research and fund ratings. We have a highly experienced
manager research team based in the UK and South Africa.

  Latest Manager Research Updates

Schroders' Matthew Dobbs to retire
24 Aug 2020
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Goldman Sachs and the 1MDB scandal
28 Jul 2020
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Changes to the Invesco fixed interest team
24 Jul 2020
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CEO change at Standard Life Aberdeen
15 Jul 2020
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Further staff changes at Aberdeen Standard Investments
29 Jun 2020
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To view all the updates click here.

Explaining Manager Research

We offer three rating categories, in descending order of confidence: Tier 1, Tier 2 and Tier 3.

Click here to understand our ratings process.

We rate each fund researched based on our three Rating levels:

This is our top rating. We are satisfied that this offering is managed according to a well-considered process, applied consistently and supported by the business and we believe is likely to add value over time.
This is a good fund or strategy, however we have some minor concerns which may be people, process or business related. In our view odds of adding value remain positive, but not significantly.
This is a negatively rated strategy. We have one or more fundamental concerns about aspects of this fund and believe there are better alternatives. We also believe the odds of this strategy adding value are low.