At Clever, we believe that eliminating emotion and embracing discipline is the key to better investor outcomes. That’s why everything we do - from our MPS range to the Clever Engine that powers our decisions is built on evidence-based, process-driven investing. If you’re curious about how our philosophy translates into real-world portfolio construction, or want to explore the tools and thinking behind our approach, you’ll find more information below.
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Explored the impact of behavioural drag and how poor timing can undermine the value of fund management.
Learned about process led approaches that counter behavioural biases and support better outcomes.
Gained a practical understanding of how the Disposition Effect plays out in real world investment behaviour.
Delegates who attended the session:
Insights.
During our session at the SimplyBiz Roadshow, we explored the behavioural flaws that often derail investment decisions and how science-backed, process-driven strategies can help deliver more consistent outcomes.
We looked at why so many investors struggle to sell underperforming funds, why even experienced professionals fall into emotional traps, and how behaviours like the Disposition Effect can lead to poor decision-making. We also introduced the concept of behavioural drag - how our own instincts can become a persistent drag on performance.
Most importantly, we demonstrated how rules-based investment models can offer a solution. By removing emotion from the equation and focusing on discipline, these frameworks have consistently delivered stronger, more reliable results over time.
People Are The Problem, Processes Are The Cure.
Want to find out more?
If you're interested in seeing how our behavioural-led, rules-based approach could benefit your clients, we’d love to show you more. Whether you're curious about the data that drives our decisions, the structure behind our portfolios, or how our tools integrate with your advice process, an introductory session is the best place to start. Book a quick call with our team to explore how Clever can support your business and your clients' long-term outcomes.
SimplyBiz members can access exclusive preferential terms on our CleverMPS Core range. For full details of the charges snapshot and member pricing, view the leaflet below.
During our presentation at the SimplyBiz Investment Foums, we looked at how professional sport moved from intuition-led decisions to systematic, evidence-based thinking, and what fund pickers can learn from that shift.
Football’s embrace of player heatmaps, predictive modelling, and baseball’s Moneyball approach both proved the same principle: disciplined analytics helps uncover undervalued opportunities, reduces bias, and improves consistency over time.
We applied those lessons to investment fund selection, where headline past performance and reputation can still dominate. As markets grow more complex, the need for structured, data-informed frameworks becomes more important, especially when combining quantitative signals with context and judgement.
During the presentation, we answered the questions:
What was the primary impact of data analytics on professional football strategy?
Which concept from baseball’s Moneyball approach is most relevant to fund selection?
Why is over-reliance on headline statistics a pitfall in both sport and investment?
What is a key similarity between modern football analytics and algorithmic fund selection?
What is the ultimate goal of adopting a data-driven approach in sport and investment?
Insights.
During the presentation we answered the questions:
1. What was the primary impact of data analytics on professional football strategy?
2. Which concept from baseball’s Moneyball approach is most relevant to fund selection? ANSWER: Identifying undervalued opportunities using alternative, more informative metrics, not just headline stats.
3. Why is over-reliance on headline statistics a pitfall in both sport and investment? ANSWER: Because headline numbers can hide important context and reinforce biased decisions.
4. What is a key similarity between modern football analytics and algorithmic fund selection? ANSWER: Both use predictive models and structured frameworks to improve decision-making under uncertainty.
5. What is the ultimate goal of adopting a data-driven approach in sport and investment? ANSWER: To create a culture of informed, adaptive decision-making — combining discipline, context, and evidence.
At Clever, we believe that eliminating emotion and embracing discipline is the key to better investor outcomes. That’s why everything we do - from our MPS range to the Clever Engine that powers our decisions is built on evidence-based, process-driven investing. If you’re curious about how our philosophy translates into real-world portfolio construction, or want to explore the tools and thinking behind our approach, you’ll find more information below.
Outsourced
In House
SimplyBiz exclusive offer.
SimplyBiz members can access exclusive preferential terms on our CleverMPS Core range. For full details of the charges snapshot and member pricing, view the leaflet below.
What sport’s data revolution can teach fund pickers
From Allardyce to Algorithms.