Spotlight on Portfolio Management

Spotlight on… Portfolio Management With Anthony Walters, Co-Portfolio Manager & Quant Analyst   Could you give us a little background about yourself and how you came to be at Clever? I’ve spent my entire career in finance. From the age of 18 I was in credit lending with MBNA and I worked my way around…

CleverMPS and ATEB connect on suitability

CleverMPS and ATEB connect on suitabilityCleverMPS is the first model portfolio service to integrate with ATEB Suitability as part of ATEB’s recently upgraded service.   The new Clever content integration provides the ability to draw through appropriate descriptive text for each of the CleverMPS portfolios when recommended via ATEB’s Investment Strategy Recommendation page as well…

The emotions behind investing

I’m an investor. Get me out of here!As individuals, we each have a unique approach to investing. Yet many of us are unaware of how our behaviour and our biases can affect our financial goals. In times of distress, we can all too easily let our emotions get the better of us, allowing impulse to…

When will things recover?

Although at times distressing, the ups and downs of investing are simply part of the journey and something any good financial plan will consider. It is always very difficult to approximate when things will fully recover following a fall but the history of falls and crashes can tell us a lot about the relationship between…

Spotlight on technology

Spotlight on… Technology with Neil Harding, Clever’s Lead Developer   Neil Harding, Lead Developer at Clever talks tech with us and about the past, present and the future.   Q: When did you join Clever? I joined in October 2013, seven years ago or so, and at the time I was the sole developer. When…

A good time to be diversified

A good time to be diversified Diversification is one of the most important components for reaching your long-term financial goals whilst reducing risk. Diversification is a technique used to reduce risk within a portfolio by allocating capital across various financial instruments and asset classes (Equities, Bonds, Property etc). This is ever more important in the…