Panel Solutions

Our Panel Solutions are for advisers or intermediaries who require advice, research, assurances or something more tailored to meet targeted investment or compliance needs.

Solutions available include:

  • Panel Selection Services: We provide advice on panel criteria, customised selection, ongoing monitoring and due diligence research reporting.
  • Panel Review Services: We provide review services aimed at enhancing governance of advisers and intermediaries. These include reviewing pre-existing panel selections, reviewing panel criteria and providing insights into existing panel selections, provision of due diligence research.
  • Advantage Select: This is our cost-efficient subscription service; we provide a curated selection of products/services to help advisers and intermediaries in fulfilling investor needs and compliance requirements. This service is delivered through our proprietary research system and database AdvantageIQ. This includes data, filtering tools, analytics, and research.
  • Other Services: We offer a selection of services to advisers and intermediaries including: commissioned due diligence reviews, due diligence data collection, panel monitoring services, investment committee attendance, training, personalised research (including performance and fee analysis), access to analysts and ad-hoc consultancy services

About AdvantageIQ:

AdvantageIQ, is a proprietary online due diligence and reporting platform, part of the MJ Hudson IQ system. We collect information, perform our analysis and deliver reports to our clients. The system is fully auditable, tracking all changes made creating the audit trail required to meet many of our clients Compliance-related needs. The system allows us to collect information, perform our analysis and deliver reports to our clients. We are also able to provide live information feeds and access to raw due diligence data, all delivered centrally via customisable online panel dashboard and product fact sheets.

Please contact us, so that we can discuss how we can find the correct 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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