21st century Investment solutions driven by Clever technology.

Clever provides in-house and outsourced investment solutions powered by next generation computer technology and complex computer algorithms that analyse every fund, in every sector, every month.

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

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Rational

A fully quantitative process that takes human emotion out of investment decisions, providing more reliable outcomes for clients.

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Compliant

A consistent, robust and repeatable investment process that will help you meet many of the guidelines set out in MiFID II.

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Engaging

Improves client communication with in-built email functionality and keeps them in the loop on investment decisions.

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Efficient

Streamlines the investment process, giving you more time to focus on your clients and business development.

Introducing the tech…

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.

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Client portfolios analysed monthly

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£ billion assets under management

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years proven performance data

Clever Solutions

CleverAdviser
In-house

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    A fully quantitative fund picking & monitoring solution
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    Analyses your clients’ portfolios every month
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    Can be white-labelled as your own investment service
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    Communicates switch recommendations to clients
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    Built-in performance comparison tool

CleverMPS
Outsourced

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    Five risk-targeted managed portfolios
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    Portfolios analysed every month by the CleverEngine
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    Clients emailed with an update every month
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    Due diligence and fund switches done for you
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    Portfolios rebalanced quarterly

Latest Insights

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Clever Customers