January Research Update

Posted by Jason Chapman in Willis Owen news category on 12 Jan 15


Introducing Square Mile

In our desire to provide you with the best possible service, we have some exciting developments planned for 2015. You will hear more about these in the coming weeks and months.

Firstly, we'd like to announce a change in our research partner. Following a review of research companies in the industry, Willis Owen is pleased to announce it will partner with Square Mile, who will assist us in providing to you independent, qualitative research on the UK's investment fund universe.  

Their team of experienced and highly qualified analysts conducts both desktop research as well as holding face-to-face meetings with both fund managers and senior executives at the investment houses.

Each fund featured in our (soon to be released) ISA Guide has been through Square Mile's rigorous research process and achieved a rating. These ratings identify those funds in which Square Mile has the highest conviction. Every fund featured in our guide and on our website has a Square Mile rating of 'A' or above.  We have also added search functionality within our Fund Space tool enabling you to filter to funds with a Square Mile rating.

To understand more about Square Mile and their ratings, click here.

Introducing Interactive Factsheets

We have also introduced a new improved interactive factsheet.  These now show in our complete suite of research tools, including Funds Space, Your Space, Play Space and featured funds.

As well as detailed information of the fund features, performance and asset breakdown, you will now have access to each fund manager biography, detailing all funds they are currently managing, together with their previous fund manager history.

For all income seekers, we also have a section dedicated to dividends. At a glance you will be able to see the dividend history of each fund, together with the ability to export the data for your own use.

We will, of course, keep you posted on any further developments we make.  So watch this space...

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