Investment manager Marlborough has teamed up with Clever to launch a new management portfolio service, offering advisers new opportunities in rapidly changing markets.
The Clever Marlborough MPS uses Clever’s proprietary fund selection and monitoring system, CleverEngine, which sifts through, scores and ranks over 4,000 funds every month, while portfolio managers and analysts from Marlborough will provide due diligence and oversight before recommended trades are signed off and executed.
Colum Wilde, founder and CEO of Clever, said advanced quantitative technology and data science are growing “more and more important” to advisers and their clients.
Wilde said: “One of the key reasons for this is the increasingly rapid velocity of the markets, which are now moving to a rhythm that many investment processes simply aren’t geared to reflect.
“We strongly believe the Clever Marlborough MPS is a game-changer in this regard. It supports our vision of providing cutting-edge solutions that lead to consistent performance and excellent outcomes for investors.”
The duo said the analysis involves the consideration of more than 122 million data points.
Clever’s own customers have been able to use the service since last August but it is now being rolled out to all UK advisers following “positive” feedback.
Sheldon MacDonald, chief investment officer at Marlborough, said: “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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