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

New: ACE Rated Funds now updated to Premium and Select

Nigel Murphy 12 May 2017

We are pleased to announce that we have implemented changes to our ACE Fund Research to enhance visibility and simplicity of rated funds in Dynamic Planner this month. We took this decision following a consultation process with our customers to understand how we could build on the core strengths of the process and help advisers identify the superior funds over time....

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Topics: News

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

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

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

Cycle-to-work day 2016

Dynamic Planner 14 September 2016

Today we saved 33kg of CO2, thanks to Dynamic Planner's commitment to carbon reduction and the Dynamic Planner family....

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Topics: News, chairty, carbon

How to help ensure investment suitability without a crystal ball

Ben Goss 25 August 2016

Not many people can say that they haven’t made a bad choice at some point in their life. In behavioural finance it is referred to as ‘decision regret’, a purchase or decision that for some reason was later regretted. Generally, people are uncomfortable making important decisions for fear of getting them wrong, or finding out later that they could have made a better choice. Having a crystal ball to see into the future would be extremely useful. Advisers face the same type of choices every day, only with the added pressure that they ...

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Topics: News

  

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