Consistency is key from a regulatory perspective. There must be a clear link from investments recommended back to the client’s risk profile. The challenge is how to do this efficiently while increasing the likelihood of good, risk-adjusted returns for clients.
Dynamic Planner risk profiles more than 1,400 investments, from more than 130 asset managers. It processes more than 2,400 asset correlations to ensure a solution’s suitability with institution-level precision and accuracy. In addition, you and your firm can produce comprehensive investment comparison reports to meet and exceed compliance requirements – and select Risk Target Managed funds which target the client’s risk profile and are designed to stay suitable.