Rayner Spencer Mills Research has strengthened its fund research service by launching ratings for multi-asset fund ranges and sustainable responsible investments (SRI) funds.
The firm has rated 12 fund ranges from eight providers and 25 SRI funds from 15 providers.
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The rating service for multi asset ranges will look at funds with similar investment strategy and fund process and also cover a range of risk profiles.
In addition, RSMR will examine number of criteria for fund approval including the fund management team, investment process, risk controls, resources and performance.
The SRI fund rating will offer advisers with an independent view of an SRI fund’s investment strategy, management style and dominant SRI characteristics. It has been developed in response to investors’ increasing desire to invest responsibly as well as to achieve a positive return.
The two new services will be supported by a Guide providing background information and details of the research and rating methodology together with fund factsheets.
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By GlobalDataAdditionally, the firm has worked with SRI specialist Julie Dreblow from SRI Services to set up the various different SRI investments available.
Geoff Mills, Director of RSMR said: "The development of our new fund rating services to include SRI funds and fund ranges is a natural progression for RSMR as we adapt to the changing market and investor needs.
"The new rated fund range rating has been created following adviser demand for additional clarity in the selection and use of the numerous multi-asset fund ranges which are now available. Our support in this area will provide analysis and guidance from a more practical perspective as advisers seek to evidence suitability and provide better outcomes for their clients," he added.
