Dynamic Planner Investment Philosophy and Process

MSCI has licensed the Dynamic Planner asset and risk model to create new benchmarks for the industry.

Dynamic Planner offers a unique combination of market-leading financial planning tools and client management and reporting systems which have successfully been integrated with the UK’s leading fund platforms and product providers.

At the core is a powerful and sophisticated asset allocation model which ultimately helps frame the suitability of the recommendations made within Dynamic Planner. It is supported by a dedicated and expert Asset and Risk Modelling Team, whose mission is to power Dynamic Planner with repeatable and practical excellence in all aspects of financial modelling.

A graph depicting the financial benchmarks

Process and Philosophy 

For an in-depth portrayal of the investment philosophy and process employed by Dynamic Planner’s in-house Asset and Risk Modelling Team.
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Technical specification for risk-based indexes

For the calculation of the strategic asset allocation underpinning the MSCI Multi-asset indexes: Dynamic Planner Module.
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The Dynamic Planner Strategic Asset Allocation Q2 2019

This chart outlines the asset allocation for each of the Dynamic Planner risk profiles 1-10

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