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

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

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

  

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