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

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

Building bridges between data islands

Ben Goss 07 November 2016

We drove out to countryside and parked outside the anonymous grey, 1950’s breeze block building. We were welcomed inside and offered coffee. While we waited we took in our surroundings; wall upon wall of beige hanging files all with private client fact finds, illustrations, application forms, correspondence and paperwork and an army of administrators photocopying, stapling, scanning and on the phone. There were several fax machines....

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Topics: bens blog

Dynamic Planner November Update

Dynamic Planner 04 November 2016

Dynamic Planner November update is now live, along with various performance improvements to ensure a faster use, but also a host of improvements:...

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ACE Rated Strategic Bond Funds – how are the leading managers faring?

Dynamic Planner 01 November 2016

For those of you familiar with the Dynamic Planner asset allocations, there has always been a significant allocation to UK fixed interest securities across risk profiles 2 – 5.  But with UK inflation levels creeping up again to a 2 year high and sterling continuing to bear the brunt of market uncertainty post-Brexit, it is no surprise the ultra-expensive UK gilt market has been unsettled of late....

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