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

8AM CleverMPS Quarterly Update Q2 2021

Join members of the 8AM CleverMPS investment and research teams for our Q2 2021 update.

The session will cover:

• Portfolio positioning and performance over Q2 2021 and beyond
• Review of markets for Q2 and the macro outlook for the rest of 2021
• Interesting data points revealed by the CleverEngine and the Clever research team
• Forthcoming CleverMPS developments and product news

The session will include a live Q&A.
Recorded Jul 29 2021 46 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Ash Weston - Head of Portfolio Operations
Presentation preview: 8AM CleverMPS Quarterly Update Q2 2021

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
  • 8AM CleverMPS Quarterly Update Q2 2021 Recorded: Jul 29 2021 46 mins
    Ash Weston - Head of Portfolio Operations
    Join members of the 8AM CleverMPS investment and research teams for our Q2 2021 update.

    The session will cover:

    • Portfolio positioning and performance over Q2 2021 and beyond
    • Review of markets for Q2 and the macro outlook for the rest of 2021
    • Interesting data points revealed by the CleverEngine and the Clever research team
    • Forthcoming CleverMPS developments and product news

    The session will include a live Q&A.
  • 8AM CleverMPS Quarterly Update Q1 2021 Recorded: Apr 23 2021 45 mins
    George Cliff - Head of Research
    Join members of the 8AM CleverMPS investment and research teams for our first quarterly webcast.

    The presentations will include:

    • Portfolio positioning and performance over Q1 2021 and beyond
    • Review of markets for Q1 and the macro outlook for the rest of 2021
    • Interesting data points revealed by the CleverEngine and the Clever research team
    • Forthcoming CleverMPS developments and product news

    Please note - this is a pre-recorded session and so if you have any questions, please be sure to send them to the Clever team using the contact information provided at the end of the webinar.
  • CleverMPS 3rd Anniversary - The secret to our great performance Recorded: Dec 8 2020 46 mins
    George Cliff - Head of Research
    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.
  • Value investing - where did the value go? Recorded: Nov 12 2020 55 mins
    George Cliff
    It’s no secret that the last 20 years have been a trying and troublesome time for Value investors. Historically championed by some of the best and brightest in the industry, the strategy seems to have lost its way lately, leaving us all asking, ‘where’s the value!?’.

    Join our analyst George Cliff as he investigates the reasons for such a sustained period of under-performance, how it might be that Value strategies could improve in the future BUT most importantly of all the perils of wedding yourself exclusively to any one strategy and style of investing.

    What you will learn:
    - Just how poorly Value strategies have performed across equity markets
    - Why this may have been the case
    - Whether there is any hope for Value strategies in the future
    - How remaining flexible in your investing style is crucial in achieving top tier outcomes
  • 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: 8AM CleverMPS Quarterly Update Q2 2021
  • Live at: Jul 29 2021 9:00 am
  • Presented by: Ash Weston - Head of Portfolio Operations
  • From:
Your email has been sent.
or close