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SUPPORTING YOU IN MAKING THE MOST INFORMED DECISIONS

The great debate of active versus passive is one of the few constants in our industry. At Square Mile, we recognise the benefits of both approaches and know there is no one size fits all when it comes to you, your business, and your clients.

Our purpose is to support you in making the most informed investment decisions, that enable you to help your clients meet their long-term goals.

It is this thinking that led to the creation of our newly launched range of Passive Portfolios, a lower cost solution designed to cater for different levels of potential risk and reward.

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A PASSIVE APPROACH

Launched in 2023, Square Mile’s Passive Portfolios are a range of six portfolios across the risk spectrum, from defensive to speculative. They offer an investment solution that is suitable for your client’s goals, whilst benefiting from the additional and resource of the Square Mile investment management and fund research team and keeping costs to a minimum.

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  • PASSIVE PORTFOLIOS

    Find out more about the newly launched range of passive portfolios and how they can fit in your centralised investment proposition.

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    PASSIVE PORTFOLIO IMAGE

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UNDERPINNED BY RIGOROUS RESEARCH

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All funds held in the portfolio will have undergone our rigorous research process to be awarded a ‘Recommended’ rating. This means our 20-strong team of analysts will be continually monitoring the funds within the portfolio to ensure they are the most appropriate funds to deliver the expected outcome. For the full research process which underpins the portfolios, take a look below.

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