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.

Let the video do the talking.

Key facts

null

Powered by the
CleverEngine

null

Overseen by 8AM
Global

null

Risk target
managed

null

Re-balanced
quarterly

null

No minimum
investment

null

Monthly client
email

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.

Put Clever to the test

How it works

CleverEngine

Collects & analyses
On the first working day of each month, the CleverEngine collects information on over 4,000 UK registered funds and analyses all of the relevant performance data.

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.

Informs
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.

Clever Portfolios

The Managed Portfolio Service consists of 5 portfolios ranging from Cautious through to Medium High Risk.

RISK@2x

Currently available on these platforms

More platforms added all the time

Straight-forward
friendly support

Smart technology supported by Clever people

Our investment solutions may be built using state-of-the-technology, but that doesn’t mean that our support is automated or robotic. We fully appreciate the importance of you delivering the best possible service to your clients and we believe in doing exactly the same for you. That’s why we have a dedicated team of industry professionals on-hand to help you with straight forward, friendly support.

Clever offers on-going support to customers including on-site system training and tuning, client on-boarding and regulatory paperwork, as well as regular industry events and user groups.

You might be interested in…

Want to know more about CleverMPS?