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

Who’s ready for the new data protection rules? Gee, DP are.

Josh Knight 04 May 2018

Our May release has just gone live, with the main thrust of work being around our preparations for the General Data Protection Regulation, coming into effect on the 25th May 2018. You’ll have noticed that we, like almost every other company in the world it seems, have updated our terms and conditions – you’ll be asked to accept these when you sign in each time they change, giving you better visibility of what’s different. The new Cofunds valuation service will go live later this month, re-introducing support for valuations on Cofunds ...

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Topics: Dynamic Planner, Product Update

Dynamic Planner - A 15 Year History

Glenn Bryant 27 April 2018

Distribution Technology (DT) was founded in 2003 because the vast majority of investments are made by clients after they receive advice from advisers, but the time, cost and risk of delivering advice means the provision of quality advice is increasingly challenged. The three founders of DT - Ben Goss, Adrian Hall and Patrick FitzGerald - felt that technology could change that. Ben had previously founded the UK’s first online advice company (Sort.co.uk) using the Internet to help make advice more widely accessible, while Adrian and ...

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Topics: Interview, Dynamic Planner, Ben Goss

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

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

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

February Dynamic Planner Update

Josh Knight 07 February 2018

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Topics: Product Update

  

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