Risk Target Managed Funds

The Dynamic Planner Risk Target Managed (RTM) investment service identifies specialist outcome-orientated multi-asset funds that are committed to remaining within Dynamic Planner’s forward-looking risk framework. Such a commitment is crucial in a post-MiFID II world to enable advisers to meet and exceed regulatory suitability requirements.

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Portfolio Commitments

Each Risk Target Managed Fund shares our asset allocation model’s risk definitions and forward assumptions and is closely reviewed on an ongoing basis by both the asset manager and by Dynamic Planner. As part of the RTM service, the asset manager agrees to adhere to the following commitments:

 The expected volatility of the fund is targeted to stay within the ex-ante risk boundaries assigned to the respective Dynamic Planner risk profile

 And / or the underlying portfolio is targeted to match the strategic asset allocations for the respective Dynamic Planner risk profile

They offer suitably diversified exposure (either directly or synthetically) to at least six asset classes included within the Dynamic Planner strategic allocations:

The underlying asset class exposure is managed in a suitably diversified manner

Derivative exposure is primarily used for efficient portfolio management

In order to satisfy these diversification levels, the RTM service only includes Dynamic Planner risk profiles 3 – 8.

Dynamic Planner Risk Target Managed 3
Dynamic Planner Risk Target Managed 8

“Dynamic Planner has added value to the firm, in terms of ensuring suitability, by helping me design investment portfolios. In terms of efficiency, it saves me many hours of work and adds accuracy to my portfolio design”

Milton GordonMilton Gordon and Co

“Dynamic Planner is instrumental to our investment proposition, I would have no hesitation in recommending it”

John McMahonAdvantage Wealth Management Ltd

“When we risk profile new clients – and regardless of where they sit on the risk scale, be it a 3, 4, 5, or 6 – we know that the investment we are recommending has been carefully mapped by Dynamic Planner”

Tom OrchardAnnetts and Orchard

Our Risk Target Managed fund providers

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