Clever

At this year’s #PA360 North, George Cliff, our Director of Research urged advisers to remain disciplined in their investment strategies, stressing the importance of shedding underperforming funds while letting successful ones thrive. In his words: "We tend to hold onto losing investments while cutting our winners too early. Stay disciplined, adapt fast, and make better decisions." Clever Adviser makes headlines again, sharing practical advice for today’s market. #PA360North #InvestmentDiscipline #FinancialAdvisers #CleverAdviser #InvestmentInsights https://lnkd.in/eUR4mzpU

We’re here at #PA360North, soaking in some incredible discussions from top experts! 🔥 Whether it's navigating Consumer Duty, improving retirement planning, or embracing tech, there’s so much valuable knowledge to take away. Loving the energy and connections! #FinanceLeaders #BusinessGrowth

Next up on Clevers 2024 road trip is PA360 North on 1st October at The Park Royal Hotel & Spa in Warrington! 🎉 This top-tier management conference is a must-attend for financial advisers looking to grow their business and improve client outcomes. With over 25 industry experts sharing insights on the latest issues, it's a great opportunity to enhance your knowledge and make valuable connections. Whether it's tax and financial planning, Consumer Duty impacts, retirement strategies, or portfolio construction, you won’t want to miss it. Plus, you can earn up to 5 hours of CPD in just one day! We’d love for you to come along, say hello, and connect with us! 🙌 #PA360North #FinancialAdvisers #Networking #CPD #ProfessionalDevelopment https://lnkd.in/e4Naqp3R

At yesterdays Evolution 2024 conference by The Verve, George Cliff, our Director of Research at here Clever Adviser Technology, delivered a thought-provoking talk on why human behavior often leads us to make poor investment decisions. According to Cliff, we are 'hardwired to be bad investors,' with emotional impulses frequently overriding rational, evidence-based decision-making. He emphasized two key behaviors that drive all investor decisions: fear of loss and the tendency to act on emotion rather than logic. Cliff’s advice was simple but powerful: 'Run the winners, cut the losers.' This age-old philosophy has been proven by many successful investors to build strong portfolios, outperform markets, and deliver top-tier returns. However, controlling emotional reactions is the challenge. Cliff explained how loss aversion often prevents investors from making the rational decision to sell underperforming assets, resulting in missed opportunities and prolonged losses. This behavioral insight has significant implications for the ongoing debate between active and passive investment strategies. While we are often good at identifying successful funds, we struggle to let go of past winners when their performance falters, leading to misguided loyalty to outdated strategies. Cliff’s message is clear: understanding and controlling these natural behavioral tendencies is critical to achieving long-term financial success. His insights are a valuable reminder for both individual investors and financial professionals alike. #InvestmentStrategies #BehavioralFinance #FinancialAdvisors #InvestmentSuccess #EmotionalInvesting https://lnkd.in/eawVifD4

🌍 Exciting sustainability breakthroughs: 🚀 SpaceX launches Tanager-1, a methane-tracking satellite to combat global emissions. 🌳 World Bank issues a $225M Amazon Reforestation Bond, linking returns to impactful carbon removal. ⚡ GM secures its largest renewable energy deal, powering plants and driving toward carbon neutrality by 2040. 🏨 Honeywell launches INNCOM Direct, empowering mid-market hotels to cut energy use and emissions. 🇫🇷 RepAir and C-Questra kick off the EU’s first onshore carbon capture project, revolutionizing carbon removal in Europe. #Sustainability #CleanEnergy #CarbonNeutrality #ClimateAction https://lnkd.in/gpW37E3V

🌐 Unraveling the World of Digital Assets: Opportunities & Challenges Investing in digital assets like cryptocurrencies and NFTs offers immense potential but also comes with significant risks. In our latest guide, we delve into the complexities of digital investments, from market volatility and security vulnerabilities to the ever-evolving regulatory landscape. Whether you're a seasoned investor or just starting out, understanding these risks is crucial for making informed decisions. 🔍 Explore the key strategies for navigating this dynamic market and learn why traditional investment strategies via Managed Portfolio Services might be a more reliable path to financial security. #DigitalAssets #Blockchain #CryptoInvestment #RiskManagement #InvestmentStrategies #WealthManagement 🔗 https://lnkd.in/dKwduVK5

🔍 The Economic Impact of Hosting the Olympics: Insights and Implications 🌟 Hosting the Olympics is a transformative event for any city, influencing its economy, infrastructure, and global image. From the meticulous selection process to the long-term effects, the Games are a high-stakes venture with significant outcomes. Key Insights: Selection Process: Cities are chosen based on sustainability, legacy, and alignment with long-term development plans. The focus is on minimizing costs and ensuring lasting benefits. Stakeholders: The International Olympic Committee (IOC), National Olympic Committees (NOCs), media, and corporate sponsors play crucial roles in organizing and funding the Games. Economic Impact: The Olympics can boost local economies through job creation and GDP growth, as seen in Beijing 2008 and the anticipated Paris 2024. However, the economic effects can vary, with some cities experiencing challenges like overcrowding and high costs. Urban Regeneration: The Games often lead to significant urban renewal, with investments in infrastructure and community amenities. London 2012 is a prime example of successful urban transformation. Global Image: Hosting the Olympics offers cities a platform to enhance their global profile and attract future investments, as demonstrated by Barcelona and London. Understanding these dynamics helps cities leverage the Olympics for maximum positive impact, balancing immediate gains with long-term sustainability. #Olympics #EconomicImpact #UrbanRegeneration #CityDevelopment #GlobalEvents #Sustainability #Legacy #IOC https://lnkd.in/epVX9q9n

Coming up next on our 2024 road trip... Join us on 9th September in London as we take the lead at Evolution by The Verve - an event like no other in finance!!! "Evolution is an inclusive event tailored for professionals in financial services. Whether you're a Business Owner, Adviser, Paraplanner, Admin Support, or in Marketing, everyone is welcome! 💬 insightful speaking sessions and lively panels we’ll be joined on the main stage by leading a range of industry experts. 💡engaging exhibitions and activities we've teamed up with some amazing businesses and are embracing interactive activities this year. ❤️wellness support and business coaching clinic we want you to leave evolution feeling empowered and inspired" Book your tickets now at https://lnkd.in/eX_mgTti

🌿 Exciting advancements in sustainability! 🌿 DHL & Envision partner for green logistics innovations, focusing on sustainable aviation fuel. Starbucks & Mercedes-Benz team up to roll out an EV charging network across the U.S. IHG introduces the Low Carbon Pioneers program for eco-friendly hotels. 3M invests in green hydrogen technology with Ohmium International. Discover how these initiatives are shaping a greener future and read the full article for in-depth insights: https://lnkd.in/evhqhq-H #Sustainability #GreenLogistics #EVCharging #EcoFriendlyHotels #GreenHydrogen #FutureOfEnergy

We're halfway through the year! Check out the Clever Calendar to see where you can find us for the rest of 2024. We hope to see you at our upcoming events! #CleverCalendar #SeeYouSoon https://lnkd.in/dUzYn8zp