Research house RSMR has rebranded its Socially Responsible Investment (SRI) range amid an overhaul of its fund ratings process, which sees the group evaluate funds from an ESG perspective across four new criteria.
The firm's SRI Managed Portfolios, which charge an AMC of 0.15% plus VAT, will be renamed Responsible Cautious, Responsible Balanced and Responsible Dynamic, as a result of the change, as the firm aims to "stay at the forefront" of responsible investment. RSMR's SRI rating system, which was launched in 2012, has now also been expanded to "meet the increasing demand from advisers for solutions across differing risk categories", with the firm taking inspiration from the Investment Association's (IA) Responsible Investment framework. The IA framework has set out guidance, providing struc...
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