Asset Managers

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

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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 more than 110 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

MSCI Multi-asset indexes: Dynamic Planner Module

In the absence of a multi asset index the asset management industry has been forced to rely on irrelevant benchmarks such as cash or equity. It’s not easy to explain to your client why these benchmarks help show past performance fairly.

That is why Dynamic Planner has licensed the trusted and mature, 14-year asset allocation model to MSCI to produce the MSCI Multi-asset indexes: Dynamic Planner Module. The recent FCA Asset Management Market Study has asked the industry to explain the relevance of your chosen benchmark, and we’ve now made that easier.

These new benchmarks – a series of 10 risk targeted – will show how your short and medium term tactical position translates over the long term, helping clients remain invested for longer.

Read more about the calculations behind our asset allocation model licenced to MSCI to produce the benchmarks

Dynamic Planner Risk Profiled
Dynamic Planner Risk Target Managed

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