Investment Advisory

MJ Hudson is an independent investment adviser in the UK tax-advantaged investment space, we work with a wide range of clients to provide tailored advice, panel selection, research and due diligence services. We work within and support the existing investment governance structure, often working with our client’s analysts, independent advisers, and investment committees.

We can provide a range of services including:

  • Panel Solutions including advice on panel criteria, customised selection, ongoing monitoring and due diligence research reporting.
  • Bespoke Research including Operational, Legal and ESG reviews and Due Diligence
  • Market Analysis, Research and Benchmarking
  • VCT Portfolio Valuation and Performance Reporting Services
  • Due Diligence Data Collection and Monitoring
  • AdvantageIQ Database Subscription
  • Consultancy services including investment committee attendance
  • Training

Please contact us to talk through your individual needs and we can help find the best solution for you.

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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