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MJ Hudson has been reviewing and carrying out due diligence on tax-advantaged investments for over 35 years and we pride itself on institutional quality research, process and expertise.

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Tax Advantaged Investments Rating Methodology

Our approach to looking at tax-advantaged investments is broadly divided into two core assessment areas: Manager and Product. Both consist of sub-categories (“Factors”) which are then further broken down into key components (“Sub-factors”). Each Factor is scored and aggregated back to an overall score for key aspects of both Manager and Product.

In this document, we set out our process, detailing what each of the Factors are, explaining the rationale for each, and how we assess and score the Sub-factors. This methodology is not an exhaustive treatment of all Factors reflected in our approach, but it should enable the reader to understand the key considerations used by MJ Hudson in our analysis.

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