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

Webinar - Risk Targeting in Uncertain Times

Glenn Bryant 23 April 2018

A joint webinar with 7IM and Schroders on the subject of ‘Risk Targeting in Uncertain Times’ (19 April) was well attended, with plenty of interesting debate and questions from the audience. The main spotlight was on how risk targeting works and why there is increasing traction in the retail market for outcome-orientated solutions. Also, a focus was on how asset managers run their portfolios efficiently and flexibly to navigate the uncertain macro and political background, while maintaining a consistent risk profile within Dynamic ...

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Topics: Asset & Risk Modelling, Risk Profiling, Risk target managed

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

How Dynamic Planner Can Help You Meet MIFID II Requirements

Glenn Bryant 19 March 2018

The Markets in Financial Instruments Directive (MIFID) is the framework of European Union (EU) legislation which regulates, among others, financial advisers providing investment and pensions advice in the UK....

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Topics: eu, White papers and articles, fund research, Report, Risk Profiling

Dynamic Planner March Release

Josh Knight 08 March 2018

Last week, we released the latest changes to Dynamic Planner as part of our series of monthly enhancements....

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Topics: Report, Product Update, Risk Profiling, Updates

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

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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