Research and Recommendations

Making sure that fund recommendations are consistent with a client’s risk profile is key to ensuring that they achieve their goals at a risk they are willing and able to take.

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, processing more than 2,400 asset correlations to ensure a solution’s suitability with institution-level precision and accuracy. Alongside traditional risk profiled funds, you and your firm can select Risk Target Managed funds, which target a client’s risk profile and are designed to stay suitable – or Risk Managed Decumulation solutions, designed specifically for clients in decumulation.

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

Portfolio Suitability Hub

Research investments at your firm from the whole of the market using Dynamic Planner’s Portfolio Suitability Hub, which covers comprehensive risk and performance metrics for OEICs, unit trusts, investment trusts, ETFs, pension funds and DFM model portfolios, both in the UK and offshore.

Also now available are the UK’s first independent, risk-based benchmarks, helping you compare the past performance of a client portfolio or potential recommendation – available at no extra cost in Dynamic Planner. The 10 benchmarks mirror Dynamic Planner’s 1-10 Risk Profile benchmark asset allocations and have been created in close partnership with industry giants MSCI. They provide clear, immediate and meaingful context, concerning portfolio or fund performance, for your firm and its clients.

In Dynamic Planner, you can quickly and easily compare the performance up to 10 funds or benchmarks, with both cumulative and discrete performance figures, including OCFs, across time periods of the past month to the past 10 years.

Asset classes

Trusted Asset Allocation

Construct and manage your centralised investment proposition using whole-of-market shortlists, panels and advised or discretionary model portfolios. Select Risk Target Managed funds and portfolios designed to safely remain aligned with your client’s Dynamic Planner risk profile. Choose Dynamic Planner Research rated ‘Premium’ and ‘Select’ investments, flagged for consistently delivering strong, risk-adjusted returns against 49 Dynamic Planner defined asset classes.

Increase Your Efficiency and Productivity

Increase your firm’s efficiency and productivity by building portfolios and recommendations within Dynamic Planner, avoiding the need for rekeying information. Dynamic Planner allows you to deliver and demonstrate value to your clients through investment strategy reports, which help ensure suitability for your clients and can be used at annual review to retain and grow your relationships.

Investment Proposition Consultancy

  • Centralised investment proposition creation for your firm, including research lists and investment panels
  • Regularly updated advised model portfolios, offering a range of risk profiles and investment objectives
  • Portfolio assurance – regular assessment of model portfolios constructed by your firm

1,400+ Funds Reviewed Quarterly

Founded in 2003, Dynamic Planner has a 17-year track record of helping financial advice firms create suitable portfolios for their clients, providing the widest selection of independently risk-profiled investments. More than 1,400 multi-asset funds and portfolios are reviewed quarterly by our in-house Investments Services team to ensure their ongoing suitability. We also offer the widest selection of risk targeted investments, each designed to stay within clear risk parameters. There is no rekeying – automatically build portfolios and recommendations from arrangements already within Dynamic Planner.

Research and Recommendations Highlights

  • Portfolio Suitability Hub enables investments to be assessed from across whole of market
  • Quarterly recommended model portfolio changes show asset allocation ‘before’ and ‘after’
  • Investment suitability reports clearly evidence selection of recommended investments
  • More than 1,400 investments independently risk profiled each quarter
  • Widest selection of risk targeted investments in the market
  • Single strategy funds researched against risk-adjusted returns
  • Portfolio construction and monitoring to ensure client’s target risk profile and/or asset allocation are met

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

Client Reports

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