Scopic Research adds BNY Mellon and Downing Fox funds to Multi Asset DNA research service
Paul Ilott (pictured), is the managing director at Scopic Research.
The newly-included BNY Mellon funds are BNY Mellon FutureLegacy 3, BNY Mellon FutureLegacy 4, BNY Mellon FutureLegacy 5, BNY Mellon FutureLegacy 6 and BNY Mellon FutureLegacy 7.
Launched in February, the FutureLegacy range has a globally-oriented and thematically-driven approach, with each portfolio targeting a different corridor of volatility risk.
Investments are confined to equities and bonds that are managed within asset sleeves that largely replicate the holdings of selected in-house sustainably managed funds.
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Security selection is driven initially by researching the global themes likely to drive markets, industries and companies over the long term, before being further refined by applying sustainable filters.
Paul Ilott, managing director of Scopic Research, said the firm is confident in the team's ability, having already researched and approved its multi-asset fund offerings.
«The sustainable approach is arguably more flexible, judgemental, and thematic when compared to some,» he added.
«For example, the team does not specifically target companies and institutions based upon their activities being directly linked to one or more of the United Nations Sustainable Development Goals.
»There is, however, significant research support for responsible investing throughout the business. There is no substitute for doing the hard yards of conducting ESG related research in-house in our view."
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The Downing Fox funds are the Downing Fox 40% Equity, Downing Fox 60% Equity, Downing Fox 80% Equity and Downing Fox 100%
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