Investment consulting and research firm Square Mile has teamed up with FE fundinfo to produce "easy to interpret" fund dashboards for financial advisers.
Fund Dashboard combines Square Mile's qualitative fund research with FE fundinfo's quantitative analysis in a bid to deliver a "significant" amount of information and data in a simple format. The dashboard is an interactive interface of five key fund elements that advisers consider when choosing investments, and dashboard users can click on each of the five elements to find deeper analysis and insight. It follows on from broad industry consultation after the two firms revealed their intention to build the dashboard in December 2019, when decisions were made over which elements should ...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes