Consistency is key with fund research 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 your clients.
Dynamic Planner risk profiles more than 1,400 investments, from more than 130 asset managers from the broad investment universe. It processes more than 2,400 asset correlations to ensure a solution’s suitability with even greater accuracy and confidence. In addition, you can produce comprehensive investment comparison reports to meet and exceed compliance requirements. You can also select Risk Target Managed funds which target the client’s risk profile and are designed to stay suitable.