Fund and Asset Managers

Learn more about the risk profiling services that Dynamic Planner offer, to help support your funds.

Insight and Opinion into Financial Planning Matters

How To Make Sure Suitability Doesn’t Get Lost In Translation

Ben Goss 20 March 2018

At the Dynamic Planner Annual Conference at the end of January, reviewing clients’ portfolios to ensure ongoing suitability was high on the agenda. In a poll of delegates, 42% said they spent half a day or more preparing for a client’s annual investment review. ...

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Topics: Roadshow & Events, Dynamic Planner, Risk Profiling

How Dynamic Planner Can Help You Meet MIFID II Requirements

Glenn Bryant 19 March 2018

The Markets in Financial Instruments Directive (MIFID) is the framework of European Union (EU) legislation which regulates, among others, financial advisers providing investment and pensions advice in the UK....

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Topics: eu, White papers and articles, fund research, Report, Risk Profiling

Dynamic Planner March Release

Josh Knight 08 March 2018

Last week, we released the latest changes to Dynamic Planner as part of our series of monthly enhancements....

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Topics: Report, Product Update, Risk Profiling, Updates

Three Questions to Ask About ‘Balanced’ Investors

Ben Goss 07 March 2018

In the dark days pre-RDR, firms might ask whether a client was high, medium or low risk. If they gave the middle answer, the client would be prescribed a ‘balanced’ fund made up of a mix of asset types: cash, bonds, equities and property. As with any population, most people fall in the middle of the distribution and balanced products sold well. Insurers and banks created huge funds into which the majority of investors were advised or sold....

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Topics: fund research, Asset & Risk Modelling, Dynamic Planner, Risk Profiling

February Dynamic Planner Update

Josh Knight 07 February 2018


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Topics: Product Update

Dynamic Planner Conference 2018

Yasmina Siadatan 06 February 2018

Wednesday saw the most exciting event ever held by award-winning provider of risk profiling and asset allocation experts Dynamic Planner, at the IET in Savoy Place in London. The day was filled with controversial yet inspirational conversation, stacked with industry insight as well as macroeconomic expertise....

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Topics: Conference 2018

Annual Conference – In Conversation with Alastair Campbell, Nic Coward and Ben Goss

Glenn Bryant 06 February 2018

This year’s Dynamic Planner Annual Conference climaxed with a Question Time-style panel debate involving keynote speakers Alastair Campbell, Nic Coward and Ben Goss. Conference host Simon Jack chaired the panel and invited questions from delegates in the audience. With such enormous and broad business and life experience on the panel, what ensued in the following 30 minutes captivated the Kelvin Lecture Theatre at the IET London...

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Topics: Conference 2018

Dynamic Planner January 2018 Updates

Josh Knight 12 January 2018

Happy new year to all our users! 2018 is already off to a flying start here, with the first update to Dynamic Planner already completed. Following the updates we made to the Risk Profile Report in November 2017, in our January release we have made improvements the following reports:...

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Topics: Product Update

Dynamic Planner 2017 Highlights

Ben Goss 30 December 2017

2017 has been another fantastic year for the Dynamic Planner service. These are just some of the highlights....

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Dynamic Planner December 2017 Updates

Josh Knight 12 December 2017

The December release of Dynamic Planner is now live. There are not many changes which you will notice directly, as most of the work this release has been behind the scenes, keeping Dynamic Planner running smoothly....

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