The Managed Portfolio Service is delivered in conjunction with 8AM Global and consists of 5 portfolios, each with their own risk profiles and objectives. 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 6 asset classes. The Managed Portfolio Service portfolio strategy relies upon the CleverEngine, a highly sophisticated software system that utilises proprietary data and complex computer algorithms to select and continually monitor funds.
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Is CleverMPS right for your business?
A risk targeted managed portfolio service powered by the CleverEngine and overseen by 8AM Global, a firm of experienced and successful investment managers. The strategic asset allocation of these portfolios is maintained in line with the respective Dynamic Planner risk profile, providing diversified exposure to a variety of asset classes, with a mix of both active and passive strategies. Whilst the client relationship remains firmly with you, this service also generates a monthly white-labelled email for you to send to your clients, outlining any fund switches that have been made that month and an update on the portfolios’ performance.
How it works
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.
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.
Currently available on these platforms
More platforms added all the time