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S&P Capital IQ Executive Summary

The Executive Summary is a quarterly publication which provides an outline of the annual reviews published, covering 27 sectors and approximately 1,100 funds. Download April 2013 edition

  • For asset managers

    Since 1990 our qualitative fund research has provided insight into the performance of the world’s leading investment funds by examining the people, processes and teams behind the funds.

    • Authoritative: S&P Capital IQ has provided qualitative fund research since 1990. Our analytical team has an average of 18 years’ relevant experience.
    • Disciplined analytic process: Rigorous qualitative assessment. Click here for more information on our fund grading process.
    • Access to wealth managers: Robust distribution through our network of third-party platforms, our own website MarketScope Advisor and extensive media coverage across Europe and the Middle East.
    • Breadth of coverage: Our broad sector coverage includes equities, fixed interest, alternatives and specialist funds. Our qualitative analytical process also allows us to grade newly launched funds.

  • For advisers & wealth managers

    In response to investor demand for increased transparency and broader asset class coverage, S&P Capital IQ brings extensive experience, a global outlook and broad analysis to help wealth managers rise to the challenge.

    • Obtain an unbiased assessment based on a fund’s consistency of performance and management effectiveness.
    • Compare graded funds across a range of jurisdictions with confidence that the same rigorous process has been applied to all.
    • Gain greater transparency into the suitability of funds to meet investor objectives.
    • Our fund research capabilities include fund shortlisting, fund monitoring and wealth adviser reports.

More about fund research S&P Capital IQ Products & Services (PDF)

For more information on S&P Capital IQ fund gradings or to subscribe to MarketScope Advisor please contact us

Fund research reports

All sector research and fund reports can be found registering for:

MarketScope Advisor

News

S&P Capital IQ Fund Research Assigns Gold Gradings to Dodge & Cox Worldwide Funds

S&P Capital IQ Fund Research Assigns Gold Grading to THS International Growth & Value

Events

Equity Research Power Picks: What’s New for H2?


Complimentary Event: 27 June 2013, 09:30 – 10:30 GMT

S&P Capital IQ equity research analysts discuss investment strategy and high conviction stocks (the ‘Power Picks’) for H2 2103. We will look at successful stocks from the S&P Capital IQ Power Picks portfolio and discuss where the new opportunities are.  Register here.

Japan – A Second Dawn?


Complimentary Event: 18 June 2013, 15:00 – 16:00 GMT

Having only outperformed the global markets seven times in the last 25 years, investors could be forgiven for taking a cynical outlook on Japan. The market has suffered from lacklustre economic growth, deflationary issues and higher than average government intervention.  Given recent developments, what are the prospects for Japanese equities. Register here.

Newly graded funds

Henderson Horizon Fund - Global Property Equities Fund
Henderson Global Investors

Absolute Insight Emerging Market Debt Fund
Insight Investment

Capital International Japan Equity
Capital International

CF Canlife Japanese Growth Unit Trust
Canada Life Investments

Aberdeen Emerging Markets Bond Fund
Aberdeen Asset Management

Principal Global Investors - Japanese Equity Fund
Principal Global Investors

Tareno Waterfund
Tareno AG

Kempen (Lux) Sustainable Smallcap Fund
Kempen Capital Management

LO Funds - Global Energy
Lombard Odier Funds (Europe) SA

HSBC Pacific Index Fund
HSBC Global Asset Management

Disclosure