The Adviser Centre is a fund research and consultancy service for financial professionals. It features analysis and information on actively managed funds from all IA sectors, with a special emphasis upon a fund’s characteristics and the expected customer journey. A “Recommended” list, the heart of the service, features funds that meet our thresholds for quality, utility and value for money.
The Adviser Centre
Our proposition
We acknowledge that, first and foremost, investors want to understand why and how to use a fund, and what to expect from it. With this in mind, our key aim is to assist financial professionals to select and monitor actively managed funds across all sectors and asset classes, with a special focus upon supporting their work in assessing suitability.
Key features of our service
- Fund Search: The focal point of the service. Each factsheet provides a description of a fund alongside our opinion, as well as explaining what to expect of it (the likely customer journey) and how it might be deployed.
- Bulletins: We post and email important developments and any action that we have taken as a result. Examples of this are changes to fund management teams, company mergers and fund name changes.
- IA Sector Overviews: We categorise the funds featured within each IA sector, thereby grouping funds of similar types (by investment style/market cap/approach). Additional information on the main sectors can be found in the accompanying PDF documents, where we share our asset class perspectives.
- Adviser Guidance: Our Monthly Viewpoints provide a succinct commentary on the latest economic and market developments.