Dynamic Planner has been building and refining its asset allocation model since 2005 as an essential component to support its risk questionnaire. It is the engine behind the risk and reward trade-off for a client’s portfolio, driving expected returns and the risk assessment of funds and strategies.
Calculations are based on a single ‘benchmark’ asset allocation, built by our expert Asset and Risk Modelling team to provide a good return and be easily understood and replicated by advisers.
The Dynamic Planner Asset Risk Model enables you to assess any combination of asset classes, demonstrate to clients how much risk it involves and how it differs from a given risk profile ‘benchmark’ asset allocation. The model has been extended from 15 to 49 asset classes, making your analysis even more precise.