Information feeding into research in Dynamic Planner comes direct from asset managers, product providers and investment platforms.
For risk profiled solutions, the Investment Services team at Dynamic Planner receive details of a fund’s holdings, trading and tactics to provide you and your clients with the most accurate assessment of its expected risk and reward.
For non-risk profiled solutions in Dynamic Planner, information like past performance, factsheets and asset allocation comes from FE fundinfo. Asset allocation information here is not as detailed or accurate as it is for a risk profiled solution.