Tue 5 Mar 2024 | 22 Bishopsgate, London | Online

Dynamic Planner Annual Conference

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The Dynamic Planner Journal

News from the Dynamic Planner Investment Committee

The Dynamic Planner Investment Committee (IC) met on Tuesday 23 January, coincidentally called ‘Super Tuesday’ in the US state of New Hampshire, where the race for the White House began with primary elections for the Republican party nomination. In fact, elections are expected to cover around 60% of world GDP over the course of 2024, […]

Is it time to reconsider traditional portfolio constructions in a higher inflation regime?

By Dorian Raimond, Head of Fixed Income Strategy and Trading, Hilbert Investment Solutions As we have entered a new regime of higher inflation and higher yields, decades-old templates of portfolio construction might be worth reconsidering. Bonds yields have become more attractive again, while the product seems to have lost some of its diversification appeal. Could […]

Dynamic Planner strengthens data analytics expertise to support development of data and analytics services

Dynamic Planner, the UK’s leading risk based financial planning system, has boosted its data analytics offering with two Data Engineer appointments. Saranya Vadrevu and Rohan Nandi have joined Dynamic Planner’s Data and Analytics Team led by Business Intelligence Manager, Abhishek Vethanayagam. Together they will drive data-led decision making and provide advanced analytics solutions across strategic […]

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Leading Planning Tool Provider

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Leading Investment Research, Ratings and Data Provider

2023 Schroders UK Platform Awards Runner up
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