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 partners with Schroders to launch five co-branded risk targeted funds

Dynamic Planner 12 December 2017

Schroders has partnered with Dynamic Planner, the market leading provider of digital risk profiling and financial planning services for financial advisers, to launch five risk targeted funds....

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Topics: Asset & Risk Modelling, Risk target managed

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

  

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