Clever Insights

Keep up to date with all our exciting content for investment professionals

Reports, industry news, top tips, market reviews, and more!

Frequently asked questions

Our partner firms are updated regularly with insightful content from the CleverMPS team. This includes weekly market reviews and commentary, our ‘Chart of the Week’ email updates, monthly fact sheets, MPS range overviews, and sustainable impact analysis reports as well as quarterly portfolio review webinar sessions (live and OnDemand), and events.

Yes. We provide all of our partner firms with suitability report templates, including examples of the wording they might choose to use in their reports. These are available exclusively to partner firms via the CleverMPS Portal. Get in touch to find out more.

Absolutely! We find that a quick demo is the best way to answer your questions, show all the key features and benefits of the service, and – most importantly – determine whether the CleverMPS is right for you and your clients. Contact us today to get started.

Ready to get started? Call us today on 01244 346 343 or

What you’ll get from your CleverMPS demo:

  • Insights into the fund selection and monitoring system at the heart of the CleverMPS product range.
  • A deeper look at the performance of the Clever Marlborough Core and Sustainable MPS ranges since their inception.
  • An understanding of the unique client communications capabilities you’ll get with our CleverMPS Portal.
  • The chance to ask any questions you might have.

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