SQM’s research methodology is comprised of a number of elements that generally require a period of approximately one to three months for completion. These elements include a desktop review, site inspection, and meetings with key fund management personnel.
In general, the assessment incorporates a combination of qualitative and quantitative research techniques to assess Property, Infrastructure and Structured Product Investment Funds.
Information generated is passed through the assessment model at the completion of the assessment process. The assessment model generates a product score, which correlates to a specific star rating (out of a maximum of five stars). Each star rating covers a scoring range, allowing products to be ranked within quarter star increments.
Following are descriptions for each of the star ratings, which have been adopted from Adviser Edge developed as a guide for dealer group research teams and investment committees: