CleverAdviser
The Impact of Fitch’s Downgrade of the US’s Credit Rating on Investing
The implications of Fitch’s downgrade on investing, examining the potential impact on markets and the overall investment landscape.
The Consumer Duty
In the world of investment, an MPS is a managed portfolio service – sometimes known as a model portfolio service. Many financial advisers recommend managed portfolio services to their clients because of the value and quality of service they provide for investors.
Overview: The FCA Business Plan 2023/24
In the world of investment, an MPS is a managed portfolio service – sometimes known as a model portfolio service. Many financial advisers recommend managed portfolio services to their clients because of the value and quality of service they provide for investors.
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…
Brexit Boon – Brexit could bring some boons
You’d have to be dead in a ditch not to know of the political maelstrom that is sweeping the country in the name of Brexit. With shadowy Downing Street figures pulling the strings. Conservative heavyweights have toppled like dominoes, and while the pound has tanked in response to Boris Johnson’s renewed commitment to leaving, so…
Is a quant-only strategy enough?
Is a quant-only investment strategy enough? The great and necessary question posed by Portfolio Adviser in a recent article Could Quants save advisers from the ‘cult of star managers’? has led us to debate whether a quant-only approach is enough to avoid investing in funds purely based on past reputation? A fully quant system will…
Artificial Accounting – How Technology Can Boost Your Bottom Line
Say Ta-Ta to Time Honoured Traditions From men in stuffy suits to penny-pinching portrayals of misers, accountancy has always suffered a chronic lack of glamour. Despite sky-high professional entry requirements, critical business processes and big salaries, it’s always been the boring big brother to the pace, luxury and sheer sexiness of banking. After all, while…