Fund and Asset Managers

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Insight and Opinion into Financial Planning Matters

Dynamic Planner

Recent Posts

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

£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

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

Morningstar Active Managed Portfolios join Dynamic Planner’s Risk Target Managed® Service

Dynamic Planner 23 February 2017

Dynamic Planner is pleased to announce that five risk-graded discretionary managed portfolios from Morningstar Investment Management Europe Ltd, part of the Morningstar Investment Management group, have been added to Dynamic Planner’s Risk Target Managed™ (RTM) Service....

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Topics: News

Suitable Investment Recommendations from Dynamic Planner reach an all-time high!

Dynamic Planner 02 February 2017

Leaving to one side the implications of Brexit and the new US President, a real highlight of 2016 should be the news that over £2 billion of suitable investment recommendations were made via Dynamic Planner. This record level is a real milestone and we thank our users for making it happen!...

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Topics: News

Is 13 Your Lucky Number?

Dynamic Planner 06 January 2017

It may not be for the superstitious minded, and with good reason perhaps…just try some of these!...

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Topics: News

Asset & Risk Model – Strong Results to end of 2016

Dynamic Planner 04 January 2017

This is the traditional time for setting New Year’s resolutions and adopting Dynamic Planner’s Asset & Risk Model to power your centralised investment proposition is worth further consideration....

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Topics: White papers and articles

Donating to Readifood's FoodBank

Dynamic Planner 08 December 2016

DT staff were delighted to provide Readifood, Reading’s food bank with their generous donations which will hopefully help make a difference families and individuals across the greater Reading area....

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Topics: chairty

News from the Investment Committee Q4 2016

Dynamic Planner 14 November 2016

Reflections on a historic US Election Background...

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Topics: News

  

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