SQM broadens Sequoia relationship

Mike Taylor

Managing Editor and Publisher

6 April 2023

Research and ratings house SQM has deepened its relationship with major financial planning licensee Sequoia Financial Group which will see the ratings house playing a role in Sequoia’s approved product list (APL) development.

SQM announce that Sequoia had agreed to incorporate the funds and portfolios rated by SQM into their APL construction process, across all asset classes.

Commenting on the move, Sequoia chief executive, Gary Crole noted that SQM were now providing research on well over 400 strategies across all the asset classes and were the only major research house covering the growing range of multi-asset Separately Managed Accounts solutions.

“This has made them a natural provider to help us meet the needs of our advisers,” he said.

SQM managing director, Louis Christopher said the firm was excited to broaden its relationship with Sequoia, given its position in the market.

He said SQM’s research was now accepted by most of the largest advice firms and platforms.

“As a pure research and data provider, we will continue to focus on providing the best research to our clients, without being distracted by conflicting interests,” Christopher said.