Our research process is built on depth, discipline, and data—delivering consistent, high-quality fund insights to support informed, confident investment decisions.
Rigorous & Ongoing Evaluation
We formally review IA sectors and rated funds every three months, monitoring performance and risk to ensure they align with market conditions.
Comprehensive Fund Analysis
Our process begins with sector-wide performance and risk assessments, identifying funds that demonstrate strong characteristics for further evaluation.
Quantitative & Qualitative Research
We use FE Analytics, Morningstar Direct, and other data sources, alongside detailed fund questionnaires and direct fund manager meetings for deeper insights.
Unmatched Expertise
With 250+ years of combined experience, our team conducts 600+ fund manager interviews annually, continuously assessing the evolving market.
ESG as Standard
ESG factors are integral to all RSMR ratings, with our Responsible rating exceeding ESG standards—it's ESG+.
Every RSMR-rated fund is continually assessed to uphold the highest standards
of quality, performance, and reliability
— so you can invest with confidence.
Get in touch
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