Research and Recommendations

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

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.

Dynamic Planner makes life simple, in short. 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 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.

Now available are the UK’s first risk-based independent benchmarks that help compare the past performance of a portfolio, available at no extra cost within Dynamic Planner. The benchmarks have been created by MSCI in close partnership with Dynamic Planner using the 10-year historical risk-based asset allocation unique to the Dynamic Planner system. Use the benchmarks to help show your client how the performance has fared given the pre agreed volatility.

You can then produce comprehensive investment comparison reports, including the new MSCI Dynamic Planner benchmarks that meet and exceed current compliance requirements. Save using multiple systems and compare up to 10 funds or benchmarks, with both cumulative and discrete performance figures, including OCFs, across any time period in Dynamic Planner.

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 remain steadily aligned with your client’s Dynamic Planner risk profile. Choose ‘Select’ single-strategy investments that have been highly-rated 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 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

Dynamic Planner has a 16-year track record of helping advisers create appropriate investment 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 expert investment team to ensure accurate risk profiling. 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 the whole market
  • Quarterly recommended model portfolio changes show asset allocation ‘before’ and ‘after’
  • Investment suitability reports provide audit trail for selection of recommended investments
  • More than 1,400 investments independently 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

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the market leading investor risk profiling service.