Asset Managers

Dynamic Planner works closely with more than 120 asset managers, helping them enjoy exposure of their funds and models to the 6,500-plus advisers who have adopted Dynamic Planner’s investment process. Dynamic Planner provides a number of core services to asset managers:

asset manager funds, Asset Managers

Fund Risk Profiling Service

The Dynamic Planner Asset and Risk Modelling team accurately map funds and models against our Asset and Risk Model to determine their risk profile on a scale of 1 (lowest risk) to 10 (highest risk). Each fund or model’s risk profile is reviewed quarterly so advisers can be sure they are holding suitable investments in a client’s portfolio.

Read more about Risk Profiled Funds

Risk Target Managed Service

We offer 120 Risk Target Managed investments within Dynamic Planner – and this figure continues to grow. RTM investments are provided by leading asset managers committed to remaining within Dynamic Planner’s forward-looking risk framework. Such a commitment is crucial post-MiFID II to enable advisers to meet and exceed the regulator’s suitability requirements.

Read more about Risk Target Managed Funds

asset manager funds, Asset Managers
asset manager funds, Asset Managers

The No. 1 Risk Profiling Process

Provides Investor experience profiling designed to meet FCA requirements. A choice of three different length psychometric questionnaires assures a robust, auditable approach covering:

  • experience with investing
  • attitude to investment risk
  • capacity for taking investment risk

The Questionnaire

Each questionnaire designed and tested to rigorous standards

  • Plain English Crystal Marked risk descriptions
  • Value at risk assessment based on one in 20 year expected losses
  • Assessment of client’s existing portfolio risk
  • Optimised asset allocations

Understand more about the Dynamic Planner Research and Recommendation service for Advisers

Research and Recommendations