The Managed Portfolio Service is delivered in conjunction with 8AM Global and consists of five portfolios, each with their own risk profile and objective. The strategic asset allocation of these model portfolios is maintained in line with the respective Dynamic Planner risk profile providing diversified exposure to at least six asset classes. The Managed Portfolio Service strategy relies on the CleverEngine, a highly sophisticated software system that utilises proprietary data and complex computer algorithms to select and continually monitor funds.

Let the numbers do the talking

Here’s how the CleverMPS portfolios have performed since launch in November 2017

Performance stated is based on data supplied by FE Fundinfo and processed by Clever and is net of the gross the annual management charge for CleverMPS (0.27% + VAT) and underlying ongoing charges to the funds. Data is based on funds selected and switched by the CleverEngine, assuming a single trading day and should not be viewed as real portfolio performance. Past performance is not necessarily a guide to the future and investors may not get back the amount originally invested as the value of any investment is not guaranteed. The information in this website is not intended to provide the basis for any investment advice, suitability or recommendations or an incentive to buy. Clever cannot offer any warranties as to the accuracy of data from third party sources.

Key facts

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Powered by
Sophisticated technology

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Overseen by 8AM
Global

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Risk target
managed

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Re-balanced
quarterly

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No minimum
investment

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White-labelled monthly client
update email

Risk Management

The strategic asset allocation of the model portfolios is maintained in line with the respective Dynamic Planner risk profile, providing diverse, strategically managed exposures to different asset classes. 8AM Global, the portfolio managers, combine the output of the CleverEngine with the relevant Dynamic Planner asset allocation to produce the individual model portfolios.

Dynamic Planner is an end-to-end, risk-based, financial planning system for advice firms, combining intuitive technology with a trusted independent asset risk model.

How it works

CleverEngine

Collects & analyses
On the first working day of each month, the CleverEngine collects information on over 4,000 UK registered funds and analyses all of the relevant performance data.

Scores & ranks
The CleverEngine scores and ranks every fund in each of the portfolios, checking whether they are performing as they should and objectively selects new funds to replace those that aren’t.

Informs
8AM Global perform  due diligence, perform any fund switches, then the built-in email system generates a white-labelled email that you can send to your clients with an update.

Clever Portfolios

The Managed Portfolio Service consists of 5 portfolios ranging from Cautious through to Medium High Risk.

RISK@2x

Currently available on these platforms

More platforms added all the time

Straight-forward
friendly support

Smart technology supported by Clever people

Our investment solutions may be built using state-of-the-technology, but that doesn’t mean that our support is automated or robotic. We fully appreciate the importance of you delivering the best possible service to your clients and we believe in doing exactly the same for you. That’s why we have a dedicated team of industry professionals on-hand to help you with straight forward, friendly support.

Clever offers on-going support to customers including on-site system training and tuning, client on-boarding and regulatory paperwork, as well as regular industry events and user groups.

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