Intelligent
Portfolios.
Managed by CleverIM.
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CleverMPS.
Resources.
Bringing together leading academic research & cutting-edge proprietary technology to run portfolios with discipline, clarity and consistency.
Built by advisers | Built for advisers.
Client Guide
Portfolio Factsheets
CleverMPS.
Sustainable
Style-Agnostic / ESG Rated.
Monthly Fund & Allocation Review.
Monthly Branded Client Comms.
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Client Guide
Portfolio Factsheets
CleverMPS.
Core
Style-Agnostic / Whole Of Market.
Monthly Fund & Allocation Review.
Monthly Branded Client Comms.
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The CleverMPS. Service Range.
Why choose
CleverMPS.?
Monthly Portfolio Monitoring & Communication.
An Objective & Transparent Process.
Greater Client Engagement.
Peace Of Mind.
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CleverEngine.
Monthly Portfolio Monitoring.
Objective & Transparent Process.
Greater Client Engagement.
Peace Of Mind.
MSDS Engaged Example
![CleverMPS - North America - MSDS Engaged [Dec 2025].png](https://static.wixstatic.com/media/443e94_c760e4c69a5f4db1b15c5b7b4d28363a~mv2.png/v1/fill/w_980,h_1386,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/CleverMPS%20-%20North%20America%20-%20MSDS%20Engaged%20%5BDec%202025%5D.png)
MSDS Disengaged Example
![CleverMPS - Japan - MSDS Disengaged [Sep 2025].png](https://static.wixstatic.com/media/443e94_db0b5018435e414ab6f8009b65970f22~mv2.png/v1/fill/w_980,h_1386,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/CleverMPS%20-%20Japan%20-%20MSDS%20Disengaged%20%5BSep%202025%5D.png)
MSDS. Examples.
CleverMPS.
process analyses:
Every Fund.
Every Style.
Every Sector.
Every Month.
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CleverEngine.
CleverMPS.
decisions are:
> Rules-Based [Disciplined.]
> Data-Driven [Consistent.]
> Agnostic [Independent.]
> Bias-Free [Rational.]
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CleverEngine.
CleverMPS. Platform Availability.
CleverMPS. Platform Availability.
Applicable to all CleverMPS. ranges.
CleverMPS. Portal
A Powerful Service Support System
In-Depth Audit Trail of Portfolio Changes
Rich Performance & Switch Reporting
Branded Client Emailing Technology
Regular Market Insights & Sales Library
In-Depth Portfolio Auditing
Rich Performance & Switch Reporting
Branded Client Email Tech
Regular Market Insights