Fund Research Centre is the new brand for The Adviser Centre, which began its life in 2014. Scopic has enjoyed a close relationship with the team for many years. The team’s primary aim is to support financial professionals in their fund selection and suitability work through independently minded research, borne of decades of industry experience and a genuine enthusiasm for active fund management. Their process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which they answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed. In this way, the service has been designed to reside at the heart of a financial adviser’s investment process.
If you’d like to access in-depth, insightful research coverage of the UK investment funds universe, including research reports on some of the single strategy funds that many of the multi asset funds we research can invest in, then please click here to visit Fund Research Centre.
Scopic Research partners with Fund Research Centre’s consultancy arm when managing relationships with intermediary clients who require recommendations and subsequent monitoring of centralised investment propositions (CIPs).
Scopic acts as the ‘research’ engine and primary resource for multi asset recommendations and manager monitoring, and Fund Research Centre’s consultancy arm acts as the principal lead when managing intermediary CIP relationships, attending investment committees, and offering practical advice on topics that include implementing Consumer Duty and PROD – where the focus is on assessment of value, business risks and good practice. The interaction between Scopic Research and Fund Research Centre is collaborative and seamless.