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…