CleverAdviser Technology LTD

In house and outsourced investment management solutions for professional investors. At last, technology that could transform the way we all invest.

Discover new levels of responsiveness and power with this totally new breed of investment tool. Innovative technology:
CleverAdviser was launched to the IFA market in 2009 with an innovative yet simple technology solution created through:

- A combination of extensive technology engineering,
- A desire to find creative solutions to investment challenges facing advisers and clients today,
- A

Euros 2024: Boosting the UK Economy One Match at a Time - CleverMPS 17/06/2024

๐Ÿš€ have begun! Discover how this prestigious football tournament is set to deliver significant economic benefits for the UK, from boosting consumer spending to revitalizing the hospitality sector. Dive into our latest article to understand the multifaceted economic impacts and long-term benefits. Read more here: https://eu1.hubs.ly/H09J6qS0

Euros 2024: Boosting the UK Economy One Match at a Time - CleverMPS Explore the anticipated economic impact of Euros 2024 on the UK, from increased consumer spending and retail sales to significant growth in the hospitality sector. Learn how this prestigious football tournament promises to bolster the economy, foster long-term benefits, and enhance infrastructure an...

ESG in 5: 11 June 2024 - CleverMPS 12/06/2024

๐ŸŒฑ๐Ÿ“ˆ Weekly ESG Market Recap: ESG Indices Outperform

Last week, ESG indices outperformed the unconstrained index, with the Leaders strategy delivering a 1.45% return! Here are the key highlights:

๐Ÿ”‹ TotalEnergies' Green Hydrogen Deal: A new 15-year agreement to cut 5 million tonnes of CO2 annually by 2030.

๐ŸŒŠ Texas Offshore Carbon Sequestration: Texas plans to lease 1.1M acres for carbon capture projects, a big step in reducing industrial CO2 emissions.

โ™ป๏ธ Spainโ€™s Recycling Rates: A study reveals Spainโ€™s actual plastic bottle collection rate is just 36%, well below EU targets.

๐Ÿ‡ฎ๐Ÿ‡น EU Supports Italian Green Energy: Approval of a scheme to add 4590 MW of renewable energy, fast-tracking the green transition.

Financial Advisers: Discover more about these developments and their investment implications.
Read the full article
https://eu1.hubs.ly/H09CrHP0

ESG in 5: 11 June 2024 - CleverMPS Written by Anthony Walters โ€“ Cleverโ€˜s Head of ESG, ESG in 5 is packed with the most interesting and impactful events of the past week from the global financial markets.

06/06/2024

Speaking at the Future of Investment Festival, Clever Director of Research, George Cliff explained the importance of having a data-driven investment process instead of "guessing and stressing" about fund selection.

Some of the key topics covered include:
โ€ข Tech-Driven Process: Taking a technology-enhanced approach to portfolio management, and its effectiveness
โ€ข The Three Stages of selection: Operating through building, monitoring, and optimising portfolios
โ€ข Continuous measurement and monitoring: How the use of technology enables month-by-month tracking, which is crucial for the optimisation phase

Click here to read the full article https://eu1.hubs.ly/H09w3DV0

05/06/2024

Come and see us at the Future of Investment Festival as George Cliff, Director of Research at Clever, discusses the positive impact a rules-based and data-driven fund selection system can have.

The Market Review: 3 June 2024 - CleverMPS 03/06/2024

Dive into the latest news on the economy, inflation, and central bank decisions in our comprehensive recap. Stay ahead of the curve and make smart financial choices with our insights.

The Market Review: 3 June 2024 - CleverMPS Written by Anthony Walters โ€“ Cleverโ€˜s Head of ESG, the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.

Beyond the Hype: The Real Risks of Investing in Digital Assets - CleverMPS 30/05/2024

๐ŸŒ Unraveling the World of Digital Assets ๐ŸŒ

Investing in digital assets like cryptocurrencies and NFTs offers unique opportunities and challenges. While the potential for high returns is alluring, it's crucial to understand the risks involved. From market volatility to security vulnerabilities, navigating this space requires thorough research and strategic management.

For those seeking stability and expert guidance, traditional investment strategies through Managed Portfolio Services offer a reliable alternative. Learn more about the evolving landscape of digital assets and how to make informed investment decisions. ๐Ÿ“ˆ๐Ÿ’ผ

๐Ÿ”— https://eu1.hubs.ly/H09fDTK0

Beyond the Hype: The Real Risks of Investing in Digital Assets - CleverMPS Investing in digital assets offers a unique blend of opportunities and challenges, characterized by the tremendous growth and innovation within the blockchain technology sector. Unlike traditional financial investments, digital assets such as cryptocurrencies and non-fungible tokens (NFTs) have the....

The Economy and the General Election 2024: What Voters Need to Know - CleverMPS 24/05/2024

As the UK gears up for the 2024 general election, the economic stakes have never been higher. With inflation, interest rates, and the cost of living at the forefront, voters are faced with decisions that could significantly impact economic recovery and growth. This article delves into the key economic issues and policies proposed by major parties, offering insights to help you make an informed choice.

The Economy and the General Election 2024: What Voters Need to Know - CleverMPS The 2024 UK general election is a pivotal moment for the economy, with inflation, interest rates, and the cost of living at the forefront. Explore key economic issues and party policies to make an informed choice.

Events & Webinars - CleverMPS 21/05/2024

Clever is hitting the road!
Visit our Events page for details on where you can catch us next. ๐Ÿš—

Events & Webinars - CleverMPS We regularly host, attend, sponsor, and exhibit at industry events and webinars. Find out where you can join us next!

The Market Review: 20 May 2024 - CleverMPS 20/05/2024

๐Ÿ’ท UK Inflation Set for a Dip! Projections hint at a drop to 2.10%, paving the way for potential interest rate cuts. What could this mean for the economy? Stay tuned and read more here...
https://eu1.hubs.ly/H099S6v0

The Market Review: 20 May 2024 - CleverMPS Written by Anthony Walters โ€“ Cleverโ€˜s Head of ESG, the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.

15/05/2024

Delighted to have our special guest, Alex Duff, author of "Smart Money: The Fall and Rise of Brentford FC" joining us at today's Knowledge and Networking event.

https://eu1.hubs.ly/H095S-20

SDR and its Role in Managed Portfolio Services - CleverMPS 14/05/2024

๐ŸŒ The impact of the SDR extends globally, influencing markets beyond the UK. As regulations tighten, investors can expect increased transparency and accountability in sustainable investing. Learn how these changes shape the future of finance.

SDR and its Role in Managed Portfolio Services - CleverMPS Explore the impact of the UK's Financial Conduct Authority (FCA) Sustainability Disclosure Requirements (SDR) on portfolio management. Learn about SDR regulation, its implementation timeline, compliance requirements, and how it enhances transparency in sustainable investing.

The Market Review: 29 April 2024 - CleverMPS 30/04/2024

๐Ÿ“Š Market Recap ๐Ÿ“ˆ
Tech titans like Alphabet led the rebound last week, propelling the Nasdaq 100 ETF to +2.57%. With 78% of companies surpassing earnings expectations, and year-on-year earnings growth expected to be 5.6%, optimism for the US economy is high!
The Market Review: 29 April 2024 - CleverMPS

The Market Review: 29 April 2024 - CleverMPS Written by Anthony Walters โ€“ Cleverโ€˜s Head of ESG, the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.

25/04/2024

Weโ€™re delighted to be supporting Professional Adviser at the PA360 Event in London today.
Drop by our stand and say hello๐Ÿ‘‹

The Market Review: 22 April 2024 - CleverMPS 23/04/2024

Stay ahead of the curve in the financial world with CleverAdviser's Weekly Market Review! Get comprehensive insights into market performance, inflation trends, central bank policies, and geopolitical dynamics. Don't miss out on valuable information โ€“ https://eu1.hubs.ly/H08LhPZ0

The Market Review: 22 April 2024 - CleverMPS Written by Anthony Walters โ€“ Head of ESG at Clever, the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.

A Look Back At Markets in March 2024 - CleverMPS 12/04/2024

๐Ÿ“ˆ A Look Back At Markets in March 2024 ๐ŸŒ
In a month that saw all sectors rallying, here's a snapshot of the significant movements and trends that shaped the financial markets in March 2024:

Central Banks' Moves: The Federal Reserve remains cautious, while the Bank of England hints at potential rate cuts, signaling an optimistic outlook for inflation and economic growth.
Market Movers: Spain shines with strong gains, Egypt faces a setback with a significant drop as the Pound crashes, and the US and Commodities sectors rally on economic optimism.
Inflation and Interest Rates: A notable decline in inflation rates in the UK and the US, with central banks maintaining a cautious stance on future rate cuts.
Sector Performances: Commodities and Natural Resources lead with substantial gains, driven by higher oil prices and strategic output cuts by OPEC+ members.

๐Ÿ” For a detailed analysis and insights into what these developments mean for investors and the global economy, check out the full article.

A Look Back At Markets in March 2024 - CleverMPS Written by Anthony Walters, Cleverโ€™s Head of ESG, this monthly market review offers insights into the most notable and impactful events in global financial markets over the last month.

Gold News Update: Why Gold Prices Are Hitting Record Highs - CleverMPS 09/04/2024

Gold Prices Soar to Record Highs! ๐Ÿ“ˆโœจ

The gold market is buzzing with excitement as prices hit an all-time high of over $2,300 per ounce, marking a staggering 38% increase from the 2022 low point. ๐ŸŒŸ๐Ÿ’ฐ This surge is driven by a multitude of factors, from economic indicators to global influences, making gold an indispensable asset in today's financial landscape.

Join the conversation and share your thoughts on this remarkable surge in gold prices. What do you think is driving this historic trend? ๐Ÿ’ฌ๐Ÿ’ก

Gold News Update: Why Gold Prices Are Hitting Record Highs - CleverMPS "Why Gold Prices Are Soaring" The surge in gold prices, driven by economic indicators, market dynamics, and central bank activities, reflects its enduring appeal and resilience in the global economy. Central banks' strategic gold purchases and gold's performance against other assets further undersco...

ESG in 5: 2 April 2024 - CleverMPS 04/04/2024

๐ŸŒฟ Exploring Sustainable Business Initiatives:

In our latest article, we delve into significant developments driving sustainability in the corporate world:

๐Ÿ”น Microsoft secures a 400MW solar energy deal, contributing to their renewable energy portfolio.
๐Ÿ”น Walmart's commitment to invest in 1GW of clean energy reflects their ambitious energy transformation strategy.
๐Ÿ”น The CMA's vigilance ensures accurate green claims from fashion giants like ASOS, Boohoo, and George at Asda.
๐Ÿ”น Starbucks achieves certification for over 6,000 "Greener Stores," emphasizing their dedication to environmental impact reduction.

Join us in staying abreast of impactful sustainability efforts and their implications for business and society. Dive into the details via the link!
https://eu1.hubs.ly/H08pQvZ0 ๐ŸŒ

ESG in 5: 2 April 2024 - CleverMPS Written by Anthony Walters โ€“ Cleverโ€˜s Head of ESG, the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.

The Market Review: 1 April 2024 - CleverMPS 03/04/2024

๐Ÿ“Š Weekly Market Recap ๐Ÿ“ˆ

Dow Jones and S&P 500 ETFs up, Nasdaq down
US GDP revised up to 3.4%
UK shop prices ease to 1.3%
ECB may cut rates before Fed
Oil at $83/barrel, gold hits record high
Southwest Airlines acquires SAFFiRE Renewables
North Korea missile test draws condemnation
EU CPI expected to decline to 2.50%

Stay informed for the week ahead!

The Market Review: 1 April 2024 - CleverMPS Written by Anthony Walters โ€“ Cleverโ€˜s Head of ESG the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.

ESG in 5: 26 March 2024 - CleverMPS 27/03/2024

๐ŸŒฑ ESG in 5 ๐Ÿ“ˆ

Market Recap: ESG Leaders took the lead last week, gaining 2.45%, followed closely by the ESG Focus strategy with a 2.43% increase.

News Highlights:
- Microsoft partners with The Next 150 to remove 95,000 tonnes of carbon using biochar.
- Glencore sets a goal to reduce value chain emissions by 25% by 2030.
- Mercedes-Benz signs a deal with Nucor for low carbon steel.
- EU nature restoration laws face challenges as member states withdraw support.

For detailed insights, click the link in our bio. Stay informed with Clever's latest ESG updates.

ESG in 5: 26 March 2024 - CleverMPS Written by Anthony Walters โ€“ Cleverโ€˜s Head of ESG, ESG in 5 is a roundup of 5 key pieces of ESG news and performance, from the past week.

The Market Review: 25 March 2024 - CleverMPS 26/03/2024

๐Ÿ“ฐ Market Update Highlights: Fed Holds Rates, UK Inflation Slows, Iberdrola's Big Plans โšก

Inflation Insights: British inflation slows in February, prompting discussions about potential interest rate adjustments by the Bank of England.

ESG Spotlight: Iberdrola announces a significant investment program focused on electrification, aligning with sustainability goals and decarbonization efforts.

Commodities Watch: Steel gains on strong Chinese industrial output, while Heating Oil falls due to increased distillate stockpiles.

Week Ahead Preview: Keep an eye on US new home sales data, Crude Oil inventories, and GDP growth reports from both US and UK markets.

For a deeper dive into these key market developments and their implications, read the full article. Stay informed and empowered in today's dynamic economic landscape! ๐Ÿ“ˆ

The Market Review: 25 March 2024 - CleverMPS Written by Anthony Walters โ€“ Cleverโ€˜s Head of ESG, the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.

ESG in 5: 19 March 2024 - CleverMPS 19/03/2024

ESG in 5: 19th March 2024

Advancing Clean Energy Goals: Google's partnership with SRP in Arizona brings 430 MW of carbon-free energy to the grid.

TotalEnergies expands carbon capture portfolio with $148M acquisition from Talos Energy.

Report: Only 7 countries meet WHO air quality standards.

UK heat pump rollout criticized as too slow by watchdog.

Stay updated with Clever.

ESG in 5: 19 March 2024 - CleverMPS Written by Anthony Walters, the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.

The Market Review: 18 March 2024 - CleverMPS 18/03/2024

๐Ÿ“ˆ CleverAdviser Weekly Market Review ๐Ÿ“‰
18th March 2024

Market Recap: FTSE 100 ETF leads, up 0.79%. Energy sector shines with a 3.84% gain.
Inflation: U.S. consumer prices rose by 3.20% in February.
ESG Update: Deutsche Bank ties executive compensation to decarbonization efforts.
Stay updated with CleverAdviser's insights!

The Market Review: 18 March 2024 - CleverMPS Written by Anthony Walters โ€“ Head of ESG at Clever, the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.

A Look Back At Markets in February 2024 - CleverMPS 15/03/2024

US markets kicked off February on a high note! Manufacturing grew, commodities weakened, and China rallied with state backing. Despite interest rate uncertainties, the Balanced portfolio benchmark returned 0.61% on Equity market gains. "

A Look Back At Markets in February 2024 - CleverMPS Written by Anthony Walters, Cleverโ€™s Head of ESG, this monthly market review offers insights into the most notable and impactful events in global financial markets over the last month.

01/03/2024

Looking for a robust, repeatable process for your clients? We provide in-house and outsourced portfolio management software and solutions for financial advisers. Find out more at https://eu1.hubs.ly/H07SWkw0

23/02/2024

Get ready to dive into the world of ESG! Our latest blog post is live, giving you the lowdown on all things sustainable investing. ๐ŸŒฑ๐ŸŒ Don't miss out on this must-read article. Link in bio!
https://eu1.hubs.ly/H07MrzD0

ESG in 5: 13 February 2024 - CleverMPS 16/02/2024

๐ŸŒ๐Ÿ“ˆ Check out the latest ESG highlights:
๐Ÿš— Lamborghini is driving towards sustainability with a 40% CO2 reduction commitment by 2030.
Stay tuned for more updates! Together, let's drive positive change for our planet. ๐ŸŒฟ

ESG in 5: 13 February 2024 - CleverMPS Written by Anthony Walters โ€“ Cleverโ€˜s Head of ESG, ESG in 5 is a roundup of 5 key pieces of ESG news and performance, from the past week.

Will the Dragon fire-up Chinaโ€™s Economy in 2024? - CleverMPS 13/02/2024

**Navigating the Chinese Economy in 2024! ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ“ˆ**

๐ŸŒ As we step into 2024, all eyes turn to China, a global economic powerhouse shaping the world's financial landscape. Dive into the intricate interplay of cultural traditions and economic policy, and gain nuanced insights into China's economic journey. From the Chinese New Year's festivities to sector-specific outlooks, this article is your guide to understanding China's role in the global economy.
๐Ÿ“Š Uncover the challenges and opportunities that lie ahead, and stay ahead of the curve in the rapidly evolving world of finance and investment. ๐ŸŒ๐Ÿ’ผ

Join the conversation and share your thoughts on China's economic future in the comments below!
Let's navigate the complex but dynamic world of China's economic growth together. .

Will the Dragon fire-up Chinaโ€™s Economy in 2024? - CleverMPS Momentum investing is a powerful strategy that has gained popularity among investment managers seeking to maximise returns for their clients. By riding the wave of momentum, investment managers can capture the upward trend and achieve higher returns.

08/02/2024

Looking for a robust, repeatable process for your clients? We provide in-house and outsourced portfolio management software and solutions for financial advisers. Find out more at https://eu1.hubs.ly/H07pCj50

The Market Review: 5 February 2024 - CleverMPS 07/02/2024

๐ŸŒŸ Check out the latest insights from CleverMPS! ๐Ÿ“ˆ Dive into the Market Review for February 5, 2024, and stay ahead of the game. Stay informed, stay empowered! ๐Ÿ’ผ๐Ÿ’ก

The Market Review: 5 February 2024 - CleverMPS Written by Anthony Walters โ€“ Head of ESG at Clever, the Market Review is packed with the most interesting and impactful events of the past week from the global financial markets.

Tax doctor: What death under 75 means for pension benefits 06/02/2024

Interesting look at considerations for client pension benefits - 'Tax doctor: What death under 75 means for pension benefits' > https://eu1.hubs.ly/H07pC0l0

Tax doctor: What death under 75 means for pension benefits Rachel Vahey, head of public policy at AJ Bell, on taking pension benefits where death has occurred under 75, both before and after the abolition of the lifetime allowance.

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