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Investment manager and solutions provider make MPS available to all UK advisers

Offering hybrid and sustainability-focused portfolios

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Investment manager Marlborough and solutions provider Clever have made their managed portfolio service (MPS) available to all UK advisers.

The Clever Marlborough MPS aims to address the challenges and opportunities around market shifts and offers hybrid and sustainability-focused portfolios.

It uses more than 122 million data points to sift, score and rank over 4,000 funds every month.

The MPS uses Clever’s proprietary fund selection and monitoring system, the CleverEngine, to analyse fund performance data and make switching recommendations.

Clever’s customers have had access to the service since August last year and has now been made available to UK advisers due to ‘extremely positive’ feedback.

Clever founder and chief executive Colum Wilde, said: “The power of advanced quantitative technology and data science is becoming more important to advisers and their clients. One of the key reasons for this is the increasingly rapid velocity of the market.

“We strongly believe the Clever Marlborough MPS is a game-changer in this regard. It supports our vision in providing cutting-edge solutions that lead to consistent performance and excellent outcomes for investors.”

Marlborough chief investment officer Sheldon MacDonald, added: “With our team’s expertise and the power of Clever’s technology, we’re confident this service will be a great success.

“There’s no doubt that the investment landscape is changing at pace.

“We’re confident that the Clever Marlborough MPS reflects its evolution, which is why we’re very excited about this launch.”

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