FIF 2024: Tech-driven investing lifts client outcomes

'Rational decision-making is the way we build trust with clients'

Sahar Nazir
clock • 2 min read

A technology-driven investment process enhances client outcomes by making the decision-making process more reliable and efficient, according to Clever Adviser.

"Technology has made this approach more powerful than ever," research director George Cliff said. He explained that a tech-driven process operates through three main stages: building, monitoring, and optimising the portfolio. "The cornerstone of this method is a data-driven way of selecting funds using a scoring system. Each fund is assigned an overall score based on various criteria, and the system then selects the highest-scoring funds. The deciding factor is the score—the higher the score, the better the fund," he told delegates. Cliff described the traditional approach of "gues...

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