A ratings service examining multi-asset fund 'families' has been launched by Rayner Spencer Mills Research (RSMR).
The service looks at groups of funds that have a commonality of investment strategy and fund process and cover a range of risk profiles. RSMR will determine whether a fund range warrants its stamp of approval through examination of a number of criteria, including the fund management team, investment process, risk controls, resources and performance. Rating 'families' of funds is one of the latest developments by research and ratings groups to help advisers select investment solutions for clients. Defaqto has launched a service for risk-targeted fund families, which aims to determin...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes