The Managed Portfolio Service is delivered in conjunction with Marlborough and consists of five portfolios, each with their own risk profile and objective. The strategic asset allocation of these model portfolios is maintained in line with the respective Dynamic Planner risk profile providing diversified exposure to at least six asset classes. The Managed Portfolio Service strategy relies on the CleverEngine, a highly sophisticated software system that utilises proprietary data and complex computer algorithms to select and continually monitor funds.

Risk Management

The strategic asset allocation of the model portfolios is maintained in line with the respective Dynamic Planner risk profile, providing diverse, strategically managed exposures to different asset classes. Marlborough, the portfolio managers, combine the output of the CleverEngine with the relevant Dynamic Planner asset allocation to produce the individual model portfolios.

Dynamic Planner is an end-to-end, risk-based, financial planning system for advice firms, combining intuitive technology with a trusted independent asset risk model.

Key facts

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Powered by
Sophisticated technology

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Overseen by
Marlborough

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Risk target
managed

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Re-balanced
quarterly

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No minimum
investment

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White-labelled monthly client
update email

Who are Marlborough?

Marlborough Investment Management Limited (Marlborough) have funds under management of approximately £7 billion on behalf of more than 200,000 private, corporate and institutional clients. Marlborough has been managing investments for more than 30 years and has earned a reputation as a leader in the world of active management.

Marlborough employs the latest analytical and information technology systems and is committed to an ongoing programme of training and competence that ensures their staff continue to be highly qualified and motivated.

The Clever Marlborough Sustainable MPS models will continue to harness the power of Clever’s technology, and you will once again benefit from monthly monitoring and reviewing of the investment portfolios as well as receiving a monthly portfolio update email detailing any fund switches that have been made.

How it works

CleverEngine

Collects & analyses
On the first working day of each month, the CleverEngine collects information on over 4,000 UK registered funds and analyses all of the relevant performance data.

Scores & ranks
The CleverEngine scores and ranks every fund in each of the portfolios, checking whether they are performing as they should and objectively selects new funds to replace those that aren’t.

Informs
Marlborough perform due diligence, perform any fund switches, then the built-in email system generates a white-labelled email that you can send to your clients with an update.

Clever Portfolios

The Managed Portfolio Service consists of 6 portfolios ranging from Cautious through to Adventurous risk

 

Currently available on these platforms

More platforms added all the time

Straight-forward
friendly support

Smart technology supported by Clever people

Our investment solutions may be built using state-of-the-technology, but that doesn’t mean that our support is automated or robotic. We fully appreciate the importance of you delivering the best possible service to your clients and we believe in doing exactly the same for you. That’s why we have a dedicated team of industry professionals on-hand to help you with straight forward, friendly support.

Clever offers on-going support to customers including on-site system training and tuning, client on-boarding and regulatory paperwork, as well as regular industry events and user groups.

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