• Whole of market MSCI ESG fund research now available in Dynamic Planner to help advisers match people to sustainable portfolios
  • Helping advisers solve the ‘mystery’ of sustainable investing and ensure clients fully understand both ESG risk and opportunity

3 February 2021: Advisers using Dynamic Planner now have whole of market MSCI ESG fund research at their fingertips, enabling them to help clients invest more sustainably through accurately matching their ESG preferences to ESG researched investment solutions.

Launching today, Dynamic Planner Sustainable Investing insight harnesses MSCI’s global market leading research widely used by institutional investors. Advisers now have instant access to comprehensive research across 36 key ESG issues for 36,000+ funds derived from the analysis of over 8,500 companies and more than 680,000 equity and fixed income securities globally. Crucially the research is objective, uniform and analysed at individual holding not fund level.

Dynamic Planner Sustainable Investing insight will enable advisers to ensure their clients fully understand both the ESG opportunities and risk that their investments present, as well as helping to support advisers in fully meeting the fast-evolving regulatory requirements. Powering Dynamic Planner Sustainable Investing insight using global leader MSCI’s unrivalled research and data builds on the collaboration between Dynamic Planner and MSCI in 2019 which saw the launch of the Dynamic Planner Indexes.

Developed in consultation with asset managers, financial planners and their clients, this is the first stage of Dynamic Planner’s Sustainable investing capability to be unveiled. Further announcements will follow on the next stages including Dynamic Planner’s Sustainable Investing questionnaire and further fund research and analysis functionality. Developments will be made in tandem with the market and regulatory environment evolving. Dynamic Planner Sustainable Investing insight is available without additional charge to all Dynamic Planner users.

Ben Goss, CEO Dynamic Planner said:

“Dynamic Planner cares passionately about using business as a force for good. Today’s launch means we can help advice firms deliver more deeply valuable and bespoke financial plans in line with clients ESG preferences, an ever-growing concern.

“The rise of sustainable investing has been one of the most important developments in our industry for decades – evolving from being driven by institutional investors to being led by something of an investor revolution and momentum is building. We believe it is right that suitability and sustainability should go hand in hand, and advisers now need the tools to help facilitate great conversations with their clients about both the investment risks and opportunities driven by global environmental and social challenges.

“Our powerful partnership with MSCI, world leaders in this area, means we are uniquely positioned to harness their whole of market ESG research and literally put the all-important objective data at the fingertips of advisers within Dynamic Planner. In the complex world of sustainability that can often be smoke and mirrors, this insight will provide advice firms with a clear, objective view of a fund’s ESG characteristics undertaken in an objective bottom-up way.

“This is just the beginning of our great ambition to support our industry in this complex and ever evolving space, and as the market and regulatory environment continue to evolve more announcements will follow.”

Jim Henning, Head of Investment Services at Dynamic Planner, said:

“Sustainable investing has long been a part of institutional investing and it is no secret that it is an area of investment that is rapidly changing and moving mainstream. Last year the UK saw significant inflows into sustainable investment solutions – astounding resilience in the face of widespread market volatility caused by COVID-19.

“The direction of travel is clear. And at Dynamic Planner it is an area we have been working on for some time. We have approached this in a careful and considered way to ensure we get it right given the complexities and speed of change, consulting with advisers on finding the ideal solution to what is a fast moving, evolving target, and especially so from a regulatory perspective.

“Core to our proposition is helping advisers have good, objective conversations around sustainable investing as part of their suitability conversation and ultimately in supporting them in accurately matching ESG fund preferences to end fund solutions. What we have produced is an extension of our suitability process with the extra ‘s’ of sustainability. Advisers will now be able to match client preferences with in-depth research and fully understand the risk of what they are holding, all in one place.”

Dynamic Planner Sustainable Investment insight

  • Approx 80% of Dynamic Planner’s risk profiled funds covered
  • MSCI will update reports each quarter, for ongoing suitability
  • MSCI ESG Fund Ratings from AAA (leader) to CCC (laggard)
  • MSCI score each fund from 0-10 on ‘ESG Quality’
  • Funds ranked against peers from 0-100 percentile

Find out more about sustainable investing in Dynamic Planner