Data-Driven Managed Portfolio Services
Introducing the technology
Known as the CleverEngine, the fund selection and monitoring system at the heart of the CleverMPS has been successfully powering investment portfolios for more than a decade.
The system uses carefully selected investment criteria to score and rank 4,000+ UK domiciled investment funds. Each month these fund scores are recalculated, with the most appropriate funds highlighted for inclusion in the portfolios.
This quantitative process is robust, academic, and evidence-based.Read More