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

Fidelity's Bill McQuaker to step down
23 Sep 2019
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Will tech change advice?
16 Sep 2019
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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
Read More   
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.