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QUANTITATIVE SUSTAINABLE MPS

CleverMPS Sustainable

The Clever Marlborough Sustainable MPS range (also known as CleverMPS Sustainable) is a diversified investment service that follows the data, not the crowd.

By combining stringent ESG exclusion criteria with the CleverEngine’s logical, data-led processes, we aim to achieve better portfolio outcomes while meeting your clients’ sustainability goals.

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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.

Sustainable MPS Overview

Key features and benefits of CleverMPS Sustainable

This evidence-based, sustainable manged portfolio service features 5 risk target managed models which are available to investors only through their financial adviser/investment intermediary. The portfolio is managed by the FCA authorised and regulated discretionary fund manager, Marlborough.

In addition to the many thousands of data points used to analyse, score, and rank investment funds, the CleverEngine (the data-driven fund selection, and monitoring system that sits at the heart of the service) uses MSCI’s ESG fund ratings and applies strict corporate and fund-level exclusions to analyse suitability.

  • The highest possible restrictions in the MSCI ESG framework
  • 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
  • Investment in UK-domiciled (FSCS protected) funds only

Get in Touch   or call today on 01244 346 343

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 achieve long term capital growth with a ‘Low’ attitude to risk while investing only in funds which concentrate investments in companies that make a positive contribution to both people and planet, and excluding funds with MSCI ESG ratings below A+.
4 - Lowest Medium
Model 4's investment objective is to achieve long term capital growth with a ‘Lowest Medium’ attitude to risk while investing only in funds which concentrate investments in companies that make a positive contribution to both people and planet, and excluding funds with MSCI ESG ratings below A+.
5 - Low Medium
Model 5's investment objective is to achieve long term capital growth with a ‘Low Medium’ attitude to risk while investing only in funds which concentrate investments in companies that make a positive contribution to both people and planet, and excluding funds with MSCI ESG ratings below A+.
6 - High Medium
Model 6's investment objective is to achieve long term capital growth with a ‘High Medium’ attitude to risk while investing only in funds which concentrate investments in companies that make a positive contribution to both people and planet, and excluding funds with MSCI ESG ratings below A+.
7 - Highest Medium
Model 7's investment objective is to achieve long term capital growth with a ‘Highest Medium’ attitude to risk while investing only in funds which concentrate investments in companies that make a positive contribution to both people and planet, and excluding funds with MSCI ESG ratings below A+.

Why choose Sustainable?

A closer look at the Sustainable 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 with strict ESG exclusions applied, then scored and ranked each month by the CleverEngine. Unconscious bias and crowd-following 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

The investment process

MSCI ESG rating filter.

All UK domiciled mutual funds are measured against MSCI ESG ratings and given a score, from CCC through to AAA. Funds ranked below A are excluded, leaving approximately 1,000 funds with the ESG credentials to move on to the next step of the process.

01
Corporate and fund-level exclusions.

At corporate level, Clever applies the highest possible restrictions in MSCI's framework. This means no more than 5% of revenue can come from 11 contentious areas*. Additional restrictions ensure no more than 10% of a fund can be exposed to those same 11 areas.

02
Fund analysis and scoring.

The remaining 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.

03
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.

04
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.

05
Risk rated 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.

06

*The 11 exclusions: Adult entertainment, gambling, predatory lending, alcohol, GMO, thermal coal, civilian weapons, nuclear weapons, tobacco, controversial weapons, and palm oil.

Book a Demo   or call today on 01244 346 343

ESG FUND RATINGS

MSCI's ESG ratings explained

MSCI is a multi-award-winning, independent research house. An MSCI ESG Rating is designed to assess the resilience of a fund’s aggregate holdings to long term ESG risks and opportunities.

They use relevant data from over 10,500 companies (17,500 issuers including subsidiaries) and more than 760,000 equity and fixed income securities to create ESG scores and metrics for approximately 56,000 multi-asset class mutual funds and ETFs globally.

Funds are rated as laggards with a ‘CCC’ or ‘B’ score, average with ‘BB’, ‘BBB’, and ‘A’ scores, or leaders boasting ‘AA’ and ‘AAA’ scores.

Our fund selection process excludes any funds rated below ‘A’.

 

Updated Monthly

Fact sheets for CleverMPS Sustainable

CleverMPS Sustainable 3
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CleverMPS Sustainable 4
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CleverMPS Sustainable 5
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CleverMPS Sustainable 6
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CleverMPS Sustainable 7
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View All Factsheets

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.

CleverMPS Core

A different kind of MPS

Not sure if the Sustainable MPS range is right for your clients? Get in touch to ask your questions, or take a look at CleverMPS Core.

A collaboration between Clever and Marlborough (as discretionary fund manager or ‘DFM’), the CleverMPS Core range consists of 6 risk-rated models – each with their own investment objectives and Dynamic Planner risk ratings.

The Core range takes an agnostic approach – neither active nor passive – with a quantitative investment methodology that seeks to find the most suitable funds for inclusion in the portfolio month on month.

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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