CleverMPS 3rd Anniversary - The secret to our great performance

To mark the third anniversary of CleverMPS, we’ll lift the bonnet, showing you how our technology optimises fund selection, and why the models have done so well versus peer group. 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.