Fund Research

Ensuring a fund recommendation is accurately aligned to a client’s risk profile is key – so that they pursue their objectives at a level of risk they are willing and able to take. There must be a clear link from investments you recommend back to your client’s risk profile, as the regulator and FCA has voiced.

The challenge is how to evidence this effectively, while maximising the likelihood of strong, risk-adjusted returns.

At Dynamic Planner, we have our own, experienced in-house team of analysts and qualified investment professionals. They independently risk profile 1,350+ investments each quarter – from whole of market – for you to research and recommend for clients. Together, those assets represent more than £220bn, from 110+ leading asset managers, who trust us as a leading provider of risk analysis. Nobody else in the UK risk profiles more funds.

Our 1-10 fund risk profile scale [one represents the lowest level of risk and 10 the highest] runs seamlessly throughout Dynamic Planner and is perfectly aligned with all other assumptions.

Fund Research

What do advice firms say about our Fund Research?

Dynamic Planner makes life simple. It means we don’t have to complete lots and lots of fund research - because Dynamic Planner has already done it for us"

Louise JonesIvor Jones and Co
49
Asset classes

Learn more about our Asset Risk Model

Find out more

Investment Strategy and Asset Allocation

In Dynamic Planner, you can also research and recommend from 120+ Risk Targeted investments, managed to strictly remain within a risk profile’s volatility boundaries – alongside new Risk Managed Decumulation funds, specifically designed for your clients in drawdown.

Dynamic Planner Premium and Select rated funds instantly flag an investment’s five or three-year track record of successful performance, respectively – identified by our in-house fund research team and analysts.

You and your firm can build your own model portfolios, aligned to a risk profile, in Dynamic Planner to ensure investment suitability for your clients. You can also construct and manage a Centralised Investment Proposition, using whole-of-market fund shortlists, encompassing OEICs, unit trusts, investment trusts, ETFs, pension funds and DFM model portfolios, in the UK and offshore.

Next - Beautifully designed reports to demonstrate the suitability of your recommendations

Client Review

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and see what Dynamic Planner can do for you.