Together with Marlborough Investment Management (Marlborough), we provide two managed portfolio services – CleverMPS Core and CleverMPS Sustainable. Each service boasts a range of risk-rated models designed to suit the differing needs of your clients and their varying attitudes to risk. Across both ranges, the models are powered by our proprietary fund selection and monitoring system, the CleverEngine. Portfolio management and governance is provided by Marlborough, with strategic asset allocation and risk-target management supplied by Dynamic Planner.
The CleverMPS Core range consists of 6 risk-rated models.
The investment objective for the range is to deliver long term capital growth, by investing in a diversified range of asset types at 6 discrete levels of risk (as defined by Dynamic Planner). The quantitative investment methodology is robust, academic and evidence-based.
The CleverMPS Sustainable range has 5 risk-rated models.
We combine our data-led investment process with stringent exclusion criteria based on MSCI’s ESG fund ratings. The objective is to meet your clients’ sustainability goals and deliver long term capital growth by investing in a diverse range of assets at levels of risk defined by Dynamic Planner.
Meet Marlborough, Your New DFM.
Marlborough is the discretionary fund manager (DFM) for the CleverMPS. Their team of highly experienced and qualified portfolio managers manage the day-to-day operations of the portfolios – they review recommendations made by the fund selection and monitoring system (the CleverEngine), action trades, and work alongside Dynamic Planner to ensure any changes made during monthly portfolio reviews will not alter the overall risk profile of each model.
A multi-award-winning investment specialist, Marlborough manages approximately £7billion on behalf of more than 200,000 private, corporate, and institutional clients. Marlborough’s MPS team have more than 150 years’ combined investment experience. They are experts in managing risk-graded portfolios, diversified across key global asset classes. Marlborough was awarded ‘Best Small to Mid-Sized Investment Group’ at the FTAdviser Investment 100 Club Awards 2021.
Our Process, At A Glance.
Multiple risk-rated models to suit your clients’ needs.
Quantitative fund analysis & selection by the CleverEngine.
Monthly monitoring and fund switches actioned for you.
White-labelled monthly client updates.
Portfolios rebalanced quarterly.
Risk Management by Dynamic Planner.
Dynamic Planner’s risk-profiling process is driven by rigorous analysis of the underlying asset mix of a fund, while considering factors such as the flexibility of the investment mandate, monthly trend analysis of the underlying asset constituents, and observed performance.
Once this analysis is complete, the data is calibrated to the underlying asset forecast assumptions of the Dynamic Planner model. The expected risk of a fund is then determined using a scale from 1 (lowest) to 10 (highest). The CleverMPS Core range has models with risk profiles from 3 to 8, while the models in the CleverMPS Sustainable range are rated from 3 to 7.
Every quarter, Dynamic Planner’s fund risk profiling team carefully review the latest data to ensure the original risk profile assessment remains accurate, using Dynamic Planner’s latest set of Capital Market Assumptions.
Selecting The Right Portfolio.
The service is designed to cater for varying attitudes to risk. While this is a key consideration when selecting the right managed portfolio service for your clients, we understand that there are other factors to take into account: