Dynamic Planner Research is independent and reaches the highest industry standard in whole-of-market investment analysis. We have our own in-house team of analysts and qualified investment professionals – and are proud to be trusted as the UK’s leading provider of risk analysis. Each quarter, over 1,200 multi-asset funds and portfolios from over 120 managers are carefully reviewed using latest data straight from the asset manager to provide ongoing oversight and ensure our chosen investments for risk profile remains appropriate.
Investment risk profiling: We carry out a 120-point check on each investment every quarter to ensure it continues to reflect the required characteristics for a given risk profile. Where investments show signs of moving towards a profile boundary, our qualified analysts review the investment and may interview the manager. Typically, more than 30 manager calls are made each quarter and around 10% of investments are put on watch.
Risk Target Managed investments: We offer 120 Risk Target Managed investments within Dynamic Planner – and this figure continues to grow. Investments are provided by leading asset managers committed to remaining within the model’s forward-looking risk framework. Such a commitment is crucial post-MiFID II to enable you to meet and exceed the regulator’s suitability requirements.
Investment research: We screen all funds available for sale in the UK including ‘Premium’ and ‘Select’ funds, which must respectively demonstrate at least a five-year/full market cycle or three-year track record of strong risk-adjusted returns net of fees.