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 Fund Research Update – March 2018

Glenn Bryant 19 April 2018

The core of our process is a combination of quantitative and qualitative analysis. The quantitative analysis combines measures of performance, risk, outperformance frequency and tracking error relative to the Dynamic Planner Asset and Risk Model....

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Topics: fund research, Asset & Risk Modelling, Dynamic Planner

April 2018 Dynamic Planner Updates

Josh Knight 10 April 2018

The April release of Dynamic Planner is now live for all our users to access, incorporating changes to tax rates and bands for the 2018/19 tax year....

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Topics: Dynamic Planner, Product Update

How To Make Sure Suitability Doesn’t Get Lost In Translation

Ben Goss 20 March 2018

At the Dynamic Planner Annual Conference at the end of January, reviewing clients’ portfolios to ensure ongoing suitability was high on the agenda. In a poll of delegates, 42% said they spent half a day or more preparing for a client’s annual investment review. ...

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Topics: Roadshow & Events, Dynamic Planner, Risk Profiling

Three Questions to Ask About ‘Balanced’ Investors

Ben Goss 07 March 2018

In the dark days pre-RDR, firms might ask whether a client was high, medium or low risk. If they gave the middle answer, the client would be prescribed a ‘balanced’ fund made up of a mix of asset types: cash, bonds, equities and property. As with any population, most people fall in the middle of the distribution and balanced products sold well. Insurers and banks created huge funds into which the majority of investors were advised or sold....

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Topics: fund research, Asset & Risk Modelling, Dynamic Planner, Risk Profiling

Women Close Risk Attitude Gap on Men

Dynamic Planner 07 December 2017

Women are more risk averse than men, although the traditional gap between the sexes is shrinking, according to new research....

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Topics: Dynamic Planner, Women, Henley Business School, Ben Goss, Gender Equality, Finacial Services, Gender Gap

Dynamic Planner: Updates to Risk Profiling Report

Josh Knight 13 November 2017

The latest release of Dynamic Planner is now live. This release sees the much-anticipated updates to the risk profiling report. Many of our users have provided feedback and suggestions as we’ve been through the process of improving one of our most used reports....

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Topics: Report, Dynamic Planner, Product Update, Risk Profiling, Updates

  

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