Dynamic Planner launches groundbreaking cash flow planning

Enables advisers to use a single system and avoid miscalibration risk Makes powerful cash flow planning possible for all clients 3 November 2020: Dynamic Planner is set to shake up the status quo of cash flow planning in the UK, with the launch of its brand-new Cash flow planning service. Launching on 3 November, Dynamic […]

How has Covid-19 impacted UK dividends?

Alice Logue, Manager Research Analyst, Fidelity Multi Asset team As virus containment measures stepped up around the world, many businesses faced (and still face) prospects of a significant drop in revenues, or no revenues at all, whilst still facing recurring fixed costs (e.g. rents, wages, leases). This has placed a notable drag on working capital […]

Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire

The benefits of a multi-asset approach to income investing and how this potentially opens income opportunities

By Brooks Macdonald While headlines announcing equity dividend cuts may be alarming for those seeking income, it is important to bear in mind that this is only one of a broad range of income sources available to multi-asset managers. By actively managing a portfolio’s allocation to each type of investment available, we can see an […]

Dynamic Planner Updates – Oct 2020

Over the past few weeks, we have released multiple tweaks and enhancements to Dynamic Planner, while work has continued on our new Cash Flow forecaster. Below is a quick recap of some of the recent changes we’ve made: More room for ‘Client objectives’ – A small, but important tweak. We’ve increased the size of the […]

The Dynamic Planner process takes what can be hours of work for an investment review and reduces it to less than 45 minutes

Is the swinging 60s inflation pattern due a comeback?

Charlotte Harington, Co-Portfolio Manager, Fidelity Multi Asset Open range History never repeats, but it does often rhyme. And the same goes for economic history. It’s striking how similar some aspects of the economic environment in the early 1960s are to the years leading up to the Covid-19 pandemic – low inflation, relatively low interest rates […]

Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire

The importance of decisive action in uncertain times

By Bordier UK It may seem an age away today, but as we headed into 2020 our baseline scenario was reasonably favourable: one of slow and steady growth, linked to robust labour markets and some carry-over from 2019’s policy easing. Furthermore, the prospect of sustained low inflation meant policymakers could focus on the prevention of […]

Jim Henning - Head of Investment Services

2020 market analysis – The bigger picture

Unprecedented. Extreme. Sobering. It has been hard to keep pace with what’s happened in markets this year. Here, Dynamic Planner’s Head of Investment Services Jim Henning takes a step back from the headlines and highlights the immediate and longer-term trends and shifts witnessed in 2020. How does this year’s volatility compare in the context of […]

Abhimanyu Chatterjee - Head of Asset Risk Modelling

News from the Dynamic Planner Investment Committee – Q3 2020

The Investment Committee reviewed the performance of the benchmark asset allocations and noted their great resilience in weathering the extreme market turmoil post the Covid outbreak, with all staying within, or very close to, their expected annual Value at Risk (VAR) limits. The benefits of portfolio diversification provided by Dynamic Planner’s Asset Risk Model can […]

Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaire

Financial planning for the next generation. A case of Attitude to Risk or risk of attitude?

By Vitality With £5.5 trillion set to pass between generations over the next 30 years1, it’s clear this wealth transfer represents one of the greatest opportunities for the financial advice sector. Yet, generational shifts in attitudes and ways of accessing financial services mean that engaging the next generation represents one of the greatest challenges too. […]

The new economic order

By Andrew McCaffery, Global Chief Investment Officer, Fidelity International We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks. Government intervention, fiscal activism, corporate governance and sustainability, and continued Asian economic strength will characterise this new order, creating opportunities out of dislocation. History is littered with examples […]

Abhimanyu Chatterjee - Head of Asset Risk Modelling

From depression to euphoria. The fittest description for global stock markets

We are in the middle of a synchronized downturn. Analysis of the quarter or quarter change in GDP globally and in the US makes grim reading – worse than anything observed in the past. Partially, this is due to the global reduction in activity through lockdown restrictions to mobility. Yet, if equities were to be […]

A team member at Dynamic Planner typing

Dynamic Planner announces digital autumn 2020 training academies

10 September 2020: Dynamic Planner has confirmed the dates for its Digital Autumn 2020 Training Academies. Following the success of its Spring 2020 Training Academies, which were rapidly moved online in response to this year’s Covid-19 crisis and lockdown, these latest events will also be staged virtually. The first of the events will take place […]

Psychometric questionnaires: How do they really profile your client’s attitude to investment risk?

Louis Williams – Head of Psychology & Behavioural Insights at Dynamic Planner – analyses the risk profiling process, from start to finish, for your clients. He considers: why are risk profiling questionnaires psychometric? What does psychometric mean? What are the alternatives for financial advice firms? What are the pitfalls to avoid? And how did Dynamic […]

At the heart of high-quality investment advice is helping your clients achieve what’s important to them at a risk that they are willing and able to take.

Fine-tuning our bias to credit

By the Fidelity Multi Asset Income Team – Eugene Philalithis, George Efstathopoulos & Chris Forgan We are yet to see this extent of recovery in fundamentals for equities and dividend payments, and while earnings have generally been better than expected across regions and sectors, there is the risk that they could stall from here. In […]

Forward-looking projections forecast a brighter future for everyone

A client whose financial adviser had relied upon performance scenarios required in a Key Information Document (KID) at the start of this year, may have been unprepared for this year’s coronavirus crisis. The same could also potentially be said if their adviser relied upon past performance of an IA sector to highlight potential returns in […]

Chris Jones Propositions Director at Dynamic Planner

Dynamic Planner expands fund risk profiling research to include first investment trust

Dynamic Planner has expanded its fund risk profiling service to include investment trusts. Broadening the range of investment vehicles analysed by Dynamic Planner, the first trust to be risk profiled is the Seneca Global Income & Growth Trust plc, assigned a Dynamic Planner Risk Profile 7 (on a 1-10 scale). To date, Dynamic Planner risk […]

Abhimanyu Chatterjee - Head of Asset Risk Modelling

Refocusing on desirable investment risk can help your clients avoid undesirable 2020 returns

Looking back over the first half of the year, January seems to be a completely different era. In between, an unprecedented health crisis has uprooted medical care, financial markets and the prospects for the global economy. In spite of the sharp rebound in markets, allocators are still reeling from the vehemence of the sell-off. As […]

New Dynamic Planner survey – How are advice firms working in 2020?

[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]Whether you feel good, bad or indifferent about it – video chat on platforms like Zoom very quickly became synonymous with wider […]

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