Hi [[ session.user.profile.firstName ]]

Are your funds even trying?

Join our very own George Cliff as he talks you through one of the single biggest reasons why active funds under-perform their benchmark and how to use this to your advantage.

This presentation will introduce you to the concept of closet indexing, its drag on portfolio performance but most importantly how to use this as an opportunity to consistently find winning funds!

Our findings are ground-breaking and reflect our continued efforts to better our systematic approach to fund selection and the delivery of value to investors.

We uncover some uncomfortable but welcome truths:
• There are some great funds out there, genuinely delivering an active service. They’re just harder to find, and we show you how.
• Out-performance can be consistently achieved using the right process.
• How fund size and age can impair returns and influence manager behaviour.
• Why closet indexing and under-performance happen.

We hope you will join us as we unveil what could be the single biggest discovery of the last 10 years on how to generate real investment value for your active clients.
Recorded Aug 19 2020 56 mins
Your place is confirmed,
we'll send you email reminders
Presented by
George Cliff
Presentation preview: Are your funds even trying?

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • CleverMPS 3rd Anniversary: The secret to our great performance Nov 12 2020 10:00 am UTC 45 mins
    George Cliff
    To mark the third anniversary of CleverMPS, we’ll lift the bonnet, showing you how Clever works and why our technology optimises fund selection and beats competitors since launch.

    CleverMPS is driven by the same CleverEngine that drives our centralised investment proposition, CleverAdviser, with a proven track record since 2009.

    Our mission is to create better investment outcomes for investors and help IFAs retain and grow their business. And with £1.5 billion of funds under management, the Clever way is now the trusted choice of more than 100 IFA firms and 12,000+ investors.

    George Cliff will illustrate the Clever process used across our centralised investment proposition and model portfolio service - cutting edge technology that ensures:
    • Fund selection decisions are disciplined, rational, logical and precise
    • No subjective human bias – a common cause of portfolio under-performance
    • No capacity issues – the system can handle more data and analysis than a human ever could
    • No hesitation to sell an under-performing fund

    George will also demonstrate how the Clever system can improve communication and engagement with clients, and still give IFAs more time to grow their business.

    And we’ll answer all your questions about the technology and process.
  • Are your funds even trying? Recorded: Aug 19 2020 56 mins
    George Cliff
    Join our very own George Cliff as he talks you through one of the single biggest reasons why active funds under-perform their benchmark and how to use this to your advantage.

    This presentation will introduce you to the concept of closet indexing, its drag on portfolio performance but most importantly how to use this as an opportunity to consistently find winning funds!

    Our findings are ground-breaking and reflect our continued efforts to better our systematic approach to fund selection and the delivery of value to investors.

    We uncover some uncomfortable but welcome truths:
    • There are some great funds out there, genuinely delivering an active service. They’re just harder to find, and we show you how.
    • Out-performance can be consistently achieved using the right process.
    • How fund size and age can impair returns and influence manager behaviour.
    • Why closet indexing and under-performance happen.

    We hope you will join us as we unveil what could be the single biggest discovery of the last 10 years on how to generate real investment value for your active clients.
  • Are your funds even trying? Recorded: Jul 14 2020 48 mins
    George Cliff
    Join our very own George Cliff as he talks you through one of the single biggest reasons why active funds under-perform their benchmark and how to use this to your advantage.

    This presentation will introduce you to the concept of closet indexing, its drag on portfolio performance but most importantly how to use this as an opportunity to consistently find winning funds!

    Our findings are ground-breaking and reflect our continued efforts to better our systematic approach to fund selection and the delivery of value to investors.

    We uncover some uncomfortable but welcome truths:
    - There are some great funds out there, genuinely delivering an active service. They’re just harder to find, and we show you how.
    - Out-performance can be consistently achieved using the right process.
    - How fund size and age can impair returns and influence manager behaviour.
    - Why closet indexing and under-performance happen.

    We hope you will join us as we unveil what could be the single biggest discovery of the last 10 years on how to generate real investment value for your active clients.
Investment management services driven by proven technology
Clever helps financial advisers offer clients data-driven, unbiased investment management services which are actively monitored and managed.

Created by advisers for advisers, we understand the needs of the modern financial adviser - to reduce costs, deploy resources more efficiently, engage with clients more regularly, automate audit trails, and improve portfolio returns.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Are your funds even trying?
  • Live at: Aug 19 2020 8:30 am
  • Presented by: George Cliff
  • From:
Your email has been sent.
or close