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

General election latest – will you be voting for the FRP?

Nigel Murphy 06 June 2017

As we draw ever closer to the polling day on Thursday 8th June, who really would want to be a political spin doctor agonising over the vagaries of the latest opinion polls and in any case, are they ever accurate?...

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New: ACE Rated Funds now updated to Premium and Select

Nigel Murphy 12 May 2017

We are pleased to announce that we have implemented changes to our ACE Fund Research to enhance visibility and simplicity of rated funds in Dynamic Planner this month. We took this decision following a consultation process with our customers to understand how we could build on the core strengths of the process and help advisers identify the superior funds over time....

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Topics: News

News from the Investment Committee Q2 2017  – “What’s there not to like?”

Dynamic Planner 05 May 2017

The Investment Committee (IC) reviewed the latest capital market assumptions and where each of the asset allocations are positioned within their volatility boundaries. The key theme discussed at the Investment Committee (IC) Q2 meeting was the continuing challenge of volatility compression across all the asset classes and how this is feeding through to the Dynamic Planner allocations. The volatility seen in global equity markets continues to be at historic low levels and bond markets are still key beneficiaries of the accommodative ...

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Topics: News

58:58 - Using digital to shift client age

Josh Knight 27 April 2017

A survey in 2015 of over 600 advisers by Vision Business Advisers highlighted that the average age of a UK financial adviser was 58. Perhaps unsurprisingly, this is mirrored in the average age of their clients. Looking at data from the Q2 2016 Dynamic Planner Intelligence Report, the distribution of client ages shows a strong constituent from the Baby Boomer generation, also with an average age of 58....

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Topics: bensblog

Dynamic Planner ACE Rated Funds update

Nigel Murphy 21 April 2017

The January update of ACE Rated Funds presents us with an opportunity to introduce a number of significant improvements to the fund research conducted by Dynamic Planner. Based on the feedback from advisers, customers, and asset managers, it was clear that the research needed to focus on the strengths of the process, and present the results in a much simpler and clearer way. For that reason we are changing from the current four ACE awards to just two awards -  Premium Fund and Select Fund.  Whilst the Research process has already ...

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Topics: fund research

£19.3bn of assets in volatility managed funds- hear more from the Dynamic Planner team

Dynamic Planner 12 April 2017

The search for ongoing fund suitability has been a major enabler for the strong growth in what are often described in the industry as “outcome orientated” funds. Perhaps the most well-known type, according to the latest Investment Association (IA) stats are “targeted absolute return” funds. However there has also been significant uptake for what the IA describes as “volatility managed” funds....

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Topics: News

Digital Advice - The Tide Is Turning

Gary Savory 23 March 2017

Over recent weeks and months I have been pleasantly surprised to speak to many advisory firms who are now taking the leap into the unknown of digital advice. During my five years at Dynamic Planner I have spoken to hundreds of advisers and directors who have mostly fallen into the "if it ain't broke, don't fix it" view around the type of clients and service they provide. That is a totally understandable and logical viewpoint. However, I am starting to speak to technical paraplanners and operational staff who have been tasked to take ...

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Topics: bensblog

Why 20% of investment advice will be automated by 2020 (plus or minus 10%)

Ben Goss 15 March 2017

I was asked last week to speak at the Personal Finance Society Leadership Forum on the topic of automation in advice. I started with the following questions:  ...

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Topics: bensblog

Risk Target Managed – drawing down on risks?

Dynamic Planner 10 March 2017

2016 witnessed quite an unusual turn of events, to say the least, and due to the benefits of diversification, the Dynamic Planner allocations weathered them pretty well. However what might surprise you is that Risk profile 3 suffered a larger percentage drawdown relative to the higher risk allocations 4 and 5 over the year. The UK gilt market has been battling on a number of fronts post-Brexit with concerns over rising inflationary pressures and sterling weakness to name just a few and this alongside the pain suffered by UK ...

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Strategies to protect income when inflation rises

Dynamic Planner 10 March 2017

A “double whammy” of rising oil prices and sterling weakness saw the consumer price inflation rise to 1.8% in January, its highest level since June 2014, but still well within the Bank of England’s Monetary Policy Committee’s 2% target....

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Topics: News

  

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