Fund and Asset Managers

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Insight and Opinion into Financial Planning Matters

Dynamic Planner

Recent Posts

Autumn Budget 2017

Dynamic Planner 22 November 2017

The Chancellor Philip Hammond today delivered his second Budget in the House of Commons. But behind the key points and breaking headlines, what was included of note for the financial service sector? Here is the DYNAMIC PLANNER take on today’s speech....

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Topics: Updates, Budget 2017

News from the Investment Committee: ‘Unloved Market on Busy Agenda’

Dynamic Planner 06 November 2017

The quarterly Dynamic Planner Investment Committee (IC) met on Thursday 25th October to review its latest capital market assumptions. Given the continuing uncertainty across the global economic and political stage, there certainly was plenty to discuss. And then there was the 30th anniversary of the 1987 stock market crash – which has inevitably generated considerable Press comparisons with the health of the current equity bull market, which is proving to be one of the most ‘unloved’ ever experienced....

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Topics: Investment Committee, Asset & Risk Modelling

Interview: CEO Ben Goss, Catching the FinTech Wave

Dynamic Planner 03 November 2017

It took two years of sacrificed weekends and holidays to complete, but on 1 November 2017 Catching the FinTech Wave – the first book by Dynamic Planner CEO BEN GOSS – was published following a great launch night in London. Here, the financial services pioneer reveals what motivated him to write the work, what he hopes audiences will take from it and also reflects on both an enormously successful career to date and how he forecasts the future for online financial advice. You can learn more at www.dynamicplanner.com...

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Topics: bens blog, Book, Interview, Catching the FinTech Wave

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

  

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