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 ...
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