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
Get in Touch or call today on 01244 346 343