How It Started
Numbers, not noise
In 2008, at the peak of the Global Financial Crisis, a financial adviser had a clever idea.
Having recognised the risks posed by human behaviour and emotion to financial decision-making (like excitement, fear, or the tendency to follow the herd), he devised a system that would help make fund selection an objective, emotion-free process. A system that focused only on the numbers, not noise.
This ‘system’ was actually a complex blend of algorithms which has since been developed into the investment fund selection and monitoring system that we call the CleverEngine.
At the time of his discovery, Colum (our founder & CEO) was simply looking for a better way to analyse investments for his own clients. But the solution quickly grew into a disruptive fintech service that other advisers could adopt. The CleverAdviser service now supports thousands of investment portfolios across the UK & Ireland as well as our own quantitative MPS ranges – CleverMPS Core and CleverMPS Sustainable.