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Data-driven Managed Portfolio Service

Introducing CleverMPS Core

The Clever Marlborough Core MPS range (also known as CleverMPS Core) is a diversified investment service led by data science, not gut feelings.

This quantitative, evidence-based managed portfolio service (MPS) boasts 6 risk target managed models which are available to investors only through their financial adviser/investment intermediary.

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A robust, repeatable process you can

trust, measure, and explain to clients.

Reduced exposure to risk by

investing in a diverse range of asset types.

Portfolio management by award

winning, FCA regulated firm - Marlborough.

Risk target managed portfolios

reviewed quarterly by Dynamic Planner.

MPS Range Overview

Key features and benefits of CleverMPS Core

CleverMPS Core is comprised of 6 models, each with their own investment objective and risk profile. The models are governed and maintained by Marlborough (the discretionary fund manager or ‘DFM’), with data-driven fund analysis, selection, and monitoring from the CleverEngine at the heart of the service.

The CleverEngine uses carefully selected investment criteria to score and rank the 4,000+ UK-domiciled investment funds each month, with the most appropriate funds recommended for inclusion in the portfolios.

  • Investment in UK-domiciled (FSCS protected) funds only
  • Agnostic strategy for a wider range of potential investments
  • Ongoing quantitative fund analysis, selection, and monitoring
  • White-labelled monthly communications to improve your client’s experience
  • Continuous market behaviour and volatility assessments

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At a Glance

0.25%

Annual Management Fee

01/08/2022

Inception Date

5 Year

Investment Time Horizon

Risk Categories

3 - Low
Model 3's investment objective is to deliver long term capital growth with a ‘Low’ attitude to risk (as defined by Dynamic Planner) by investing in a diverse range of asset types.
4 - Lowest Medium
Model 4's investment objective is to deliver long term capital growth with a ‘Lowest Medium’ attitude to risk (as defined by Dynamic Planner) by investing in a diverse range of asset types.
5 - Low Medium
Model 5's investment objective is to deliver long term capital growth with a ‘Low Medium’ attitude to risk (as defined by Dynamic Planner) by investing in a diverse range of asset types.
6 - High Medium
Model 6's investment objective is to deliver long term capital growth with a ‘High Medium’ attitude to risk (as defined by Dynamic Planner) by investing in a diverse range of asset types.
7 - Highest Medium
Model 7's investment objective is to deliver long term capital growth with a ‘Highest Medium’ attitude to risk (as defined by Dynamic Planner) by investing in a diverse range of asset types.
8 - High
Model 8's investment objective is to deliver long term capital growth with a ‘High’ attitude to risk (as defined by Dynamic Planner) by investing in a diverse range of asset types.

Why choose Core?

A closer look at the Core MPS range

Specialist knowledge.
Specialist knowledge.

Portfolio management and governance is provided by the award-winning and highly experienced DFM, Marlborough. This well-respected firm is authorised and regulated by the Financial Conduct Authority (FCA). Their FCA number is 115231.

Diversified exposure.
Diversified exposure.

Strategic asset allocation - governed by the portfolio managers at Marlborough and overseen by Dynamic Planner - provides reduced exposure to one particular asset class or risk for the models by holding a variety of investment types.

Quantitative process.
Quantitative process.

4,000+ UK-domiciled funds are measured against carefully selected criteria, then scored and ranked each month by the CleverEngine. Unconscious bias, crowd-following, and peer pressure have no place in our investment decisions.

Risk target managed.
Risk target managed.

The models are aligned with Dynamic Planner’s risk profiles. This simplifies client suitability assessments. Each quarter, the portfolio managers work with Dynamic Planner to ensure any fund switches will not alter the overall risk profile of the models.

Onshore only.
Onshore only.

Unlike many other investment funds, UK-domiciled funds are protected up to £85,000 per client under the Financial Services Compensation Scheme (FSCS). For this reason, we will only invest in the 4,000+ UK-based, onshore funds.

Market behaviour alerts.
Market behaviour alerts.

The Market Shift Detection System (MSDS) works alongside the CleverEngine to identify periods of heightened volatility which can indicate a change in strategy is appropriate – going from ‘high-return’ to ‘low-risk’ (then back during periods of growth).

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How it Works

Our investment process

Fund analysis and scoring.

All UK domiciled mutual funds are analysed by Clever’s proprietary algorithm, the CleverEngine, and given a ‘fund score’ using criteria such as average 12-month performance, relative volatility, and over or underperformance against certain benchmarks.

01
Ongoing monthly reviews.

Used to determine which funds meet the threshold for inclusion in the portfolios, fund scores are recalculated monthly by the CleverEngine. This ensures that any changes are recommended for action as quickly as possible, using the most up to date information.

02
Risk rating the models.

To ensure fund switches won't alter the overall risk ratings of the models, portfolio data is submitted to Dynamic Planner quarterly. Among other factors, they independently analyse the underlying asset mix to determine anticipated risk.

03
Management and oversight.

Any changes recommended by the CleverEngine are analysed and actioned by the portfolio managers at Marlborough – the discretionary fund manager (DFM). Marlborough are authorised and regulated by the Financial Conduct Authority.

04
Monthly reporting.

Each month, we share reports and updates which include the latest fact sheets for all the models in the range. These fact sheets highlight the models' investment objectives as well as performance, asset allocation, top 10 holdings, and any fund switches.

05
White-labelled client updates.

As part of our user-friendly adviser portal, you can update your invested clients every month about MPS performance and fund switches at the click of a button. With white-labelled emails, the strength of the relationship with your client is protected.

06

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Updated Monthly

Fact sheets for the CleverMPS Core range

CleverMPS Core 3
Download
CleverMPS Core 4
Download
CleverMPS Core 5
Download
CleverMPS Core 6
Download
CleverMPS Core 7
Download
CleverMPS Core 8
Download
View All Fact Sheets

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

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Frequently asked questions

Marlborough is the FCA authorised and regulated DFM for the CleverMPS. Their team of highly experienced and qualified portfolio managers manage the day-to-day operations of the portfolios – they review recommendations made by the fund selection and monitoring system (the CleverEngine), action trades, and work alongside Dynamic Planner to ensure any changes made during monthly portfolio reviews will not alter the overall risk profile of each model.

A multi-award-winning investment specialist, Marlborough manages approximately £5billion on behalf of more than 200,000 private, corporate, and institutional clients. Marlborough’s MPS team have more than 150 years’ combined investment experience. They are experts in managing risk-graded portfolios, diversified across key global asset classes. Marlborough was awarded ‘Best Small to Mid-Sized Investment Group’ at the FTAdviser Investment 100 Club Awards 2021.

Yes. We care about protecting your client relationships, so all communications come from your firm, not us. This is all managed within our CleverMPS Portal, where you can view the models, check performance etc. We handle the fiddly stuff (white labelling and populating update emails for your firm), so you only need to click a button in the portal to send monthly communications to your clients.

Yes. Whether your clients are invested in our CleverMPS Core range or any of the CleverMPS Sustainable models, they will not incur VAT charges.

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.

The models are reviewed quarterly by the portfolio managers at Marlborough and the team at Dynamic Planner to ensure that any changes made as part of the monthly fund reviews will not alter the overall risk ratings of the models.

This managed portfolio service follows an Agnostic investment strategy with quantitative fund analysis and selection methods.

An Agnostic strategy offers more freedom for our portfolio managers and allows the CleverEngine fund selection and monitoring system to analyse, score, and rank all of the 4,000+ UK domiciled investment funds without limitation.

Like a blended service, the funds available for inclusion are increased beyond just Active or Passive, but we are not limited to including a combination of fund types – if the most appropriate funds are all Active (or all Passive), the portfolio managers can take this approach.

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.

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.

Still have a question?

If we’ve not answered your most pressing questions, why not give us a call on 01244 346 343.

Investing for Good

Explore the Sustainable MPS

If your clients are passionate about doing good with their investments, they may be better suited to CleverMPS Sustainable.

A collaboration between Clever and Marlborough, the range consists of 5 risk-rated models. The portfolio managers use the same quantitative fund selection and monitoring system (the CleverEngine), while applying additional corporate and fund-level exclusions to avoid investment in contentious areas.

To ensure investors’ sustainability goals are met, the system applies the highest possible restrictions in the MSCI ESG framework.

Find Out More

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

Book a Demo
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.

Book a Demo

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