IFA Guides

Developing and managing a Centralised Investment Proposition


A guide to MiFID II and how it impacts financial advice businesses


A guide to the Product Intervention and Product Governance Sourcebook


Seven proven ways to successfully grow your financial advice business


Understand the adviser’s roles, responsibilities and suitability obligations


A guide to help keep your clients safe from investment scams


Webinars & Events

CleverMPS portfolio news, positioning, and performance over Q1 2024

You’ll hear from the CleverMPS portfolio managers, Nathan Sweeney and Raj Manon, as well as Clever’s Head of Research, George Cliff and Anthony Walters, Clever’s Head of ESG. They’ll cover:

– Portfolio performance

– Fund attribution and themes

– Quarterly market review and outlook

– UN SDG alignment

The session will round off with a live Q&A.


Free to attend, this session for investment professionals begins at 10.00am on Wednesday 24th April 2024.

We’ll see you there!

Clever Insights