Manager Research

We provide detailed institutional-quality global investment manager research and fund ratings. Based in the UK and South Africa,
all members of our manager research team have over ten years of investment experience.

  Latest Manager Research Updates

Improving client outcomes
19 Aug 2019
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Iain Stewart to retire
5 Aug 2019
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LGIM whistleblowing incident
29 Jul 2019
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Marlborough Special Situations awarded Tier 2 rating
22 Jul 2019
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Alexander Darwall to launch his own business
8 Jul 2019
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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.