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 Helps Power Exciting New Vitality Proposition

Dynamic Planner 12 June 2018

Vitality has partnered with Dynamic Planner to help launch VitalityInvest and enable people to close the savings gap in retirement....

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Topics: Risk target managed

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 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

  

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