RSM Launch new SRI rating service

Posted on: June 6th, 2014

RSM Launch new SRI rating service

The following extract is from this week’s RSM Newsletter:

June 2014


New ratings launched 

New Logo 

It has been a busy few months for us culminating in the launch of two new ratings – one looking at multi-asset fund ranges and the other sustainable responsible investments (SRI). We have also created a new guide to fund ranges and updated our guide to SRI funds.

We have also created two new distinctive logos to sit alongside our existing rated fund logo clearly identifying those ranges/funds that have met our criteria. Initially, we have rated 14 ranges where they have a commonality of investment strategy and process and cover a range of risk profiles, plus 25 SRI rated funds from across 15 fund groups.

So now there are three ‘R’ logos to look out for providing additional guidance for advisers in their selection process all backed by the same robust research and methodologies that you have come to expect from us.

The new guides, lists and factsheets all are available on our Online Services site. If you have not had a look, why not do so now!

SRI Adviser Briefing
– 13th June

In conjunction with PanaceaAdviser, sriServices, UKSIF and Alliance Trust we are holding an adviser seminar on SRI funds which is being held in London on 13th June. The event will look at the growing SRI market and the type of funds available with a focus on the differing SRI styles created by sriServices which are used alongside our SRI ratings. There is no charge to attend so please use the link below to book your here >>

Similarly, if you would support a northern-based event please email us as we are looking at the possibility of a separate event in Leeds or Manchester.

Viewpoint – part of your CPD programmeCheck out ‘Viewpoint’ – our CPD tool where we update you on our latest thoughts on the markets and sectors with insight and comments from Ken and Graham. This is a great way for advisers to get our views and opinions whilst also adding to their CPD requirements via the online tool.
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