Clever’s values are beautifully simple – we focus purely on the numbers, and cut through the noise. We don’t chase after trends, leap on bandwagons or get swayed by appearances. We use hard facts, not gut feelings, and trust the only thing that matters – the data.
Clever benefits
Rational
A fully quantitative process that takes human emotion out of investment decisions, providing more reliable outcomes for clients.
Compliant
A consistent, robust and repeatable investment process that will help you meet many of the guidelines set out in MiFID II.
Engaging
Improves client communication with in-built email functionality and keeps them in the loop on investment decisions.
Efficient
Streamlines the investment process, giving you more time to focus on your clients and business development.
Introducing the technology
Our solutions are driven by seriously sophisticated technology that uses cloud computing and complex algorithms to analyse fund data and make sense of it all – so you don’t have to. This fully quantitative fund screening system, that we call the CleverEngine, is designed to remove human interruption from investment decisions and provide clients with more efficient and robust outcomes.
client portfolios analysed monthly
£ billion assets under management
years proven performance data
