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.