Describe a typical day for you and your role? My main role is the running of the business on a day to day basis and ensuring that we are all following the vision, objectives and strategy set by the board. My days are very different, as it is for a lot of my colleagues, because…
Value investing – where did the value go?It’s no secret that the last 20 years have been a troubling time for Value investors. Historically championed by some of the best and brightest in the industry, and the base formula behind Warren Buffet’s eye-watering success, it would sadly seem the strategy has lost its way of…
Client Satisfaction Survey – The ResultsKeeping up to date is key to staying ahead of the game, and the recent results of our first ever client satisfaction survey have given us a deep dive into the most pressing concerns of our clients as a snapshot of the IFA market. Clients were asked 15 questions in…
It’s ‘time to stop the timing’, escape the prison of indecision & reap the benefits of pound cost averaging. While investment markets fluctuate wildly, almost on a daily basis, and doom and gloom pervades the news, it’s understandable why new investors, as well as existing ones about to top up their portfolios, feel nervous about…
Spotlight on… Portfolio Management With Anthony Walters, Co-Portfolio Manager & Quant Analyst Could you give us a little background about yourself and how you came to be at Clever? I’ve spent my entire career in finance. From the age of 18 I was in credit lending with MBNA and I worked my way around…
CleverMPS and ATEB connect on suitabilityCleverMPS is the first model portfolio service to integrate with ATEB Suitability as part of ATEB’s recently upgraded service. The new Clever content integration provides the ability to draw through appropriate descriptive text for each of the CleverMPS portfolios when recommended via ATEB’s Investment Strategy Recommendation page as well…
I’m an investor. Get me out of here!As individuals, we each have a unique approach to investing. Yet many of us are unaware of how our behaviour and our biases can affect our financial goals. In times of distress, we can all too easily let our emotions get the better of us, allowing impulse to…
Although at times distressing, the ups and downs of investing are simply part of the journey and something any good financial plan will consider. It is always very difficult to approximate when things will fully recover following a fall but the history of falls and crashes can tell us a lot about the relationship between…
Spotlight on… Technology with Neil Harding, Clever’s Lead Developer Neil Harding, Lead Developer at Clever talks tech with us and about the past, present and the future. Q: When did you join Clever? I joined in October 2013, seven years ago or so, and at the time I was the sole developer. When…
In this article we question the reliance on market research and analysis by the investment industry and advice market. As technology develops, opinion matters less and the facts build the only story we need to listen to. The reality is that things change. That’s a fact of life. And it’s especially true for technology affecting…
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