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
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