Dynamic Planner, the UK’s leading risk-based financial planning system is now risk profiling Albemarle Street Partners’ ASPIM Growth range on its platform.
The ASPIM Growth range consists of 11 distinct portfolios – ASPIM Growth 2 – 10, ASPIM Growth Equity and ASPIM Growth Unconstrained – that are designed to align with various risk profiles and have targeted return and volatility objectives.
Albemarle’s investment approach is guided by a strategic asset allocation framework, ensuring portfolios align with clients’ risk parameters. Using a data-led process and insights into inflation and interest rates, the team tactically adjusts asset allocation to maximise return potential.
The team blends quantitative analysis with deep industry experience, engaging extensively with fund managers and conducting thorough research. Albemarle maintains a sharp focus on cost efficiency, only selecting active managers with a strong conviction in their ability to deliver long-term outperformance.
Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner said: “We are delighted to welcome the newest MPS partner to Dynamic Planner – Albemarle Street Partners. Advice firms will now be able to recommend ASPIM Growth range on the Dynamic Planner platform with precision accuracy. Following the data being sourced directly from the manager, and processed by our proprietary asset risk modelling team, it is then displayed with a risk profile number in the tech, the client app and beautiful client reports.
“Today Albemarle joins the continuously expanding universe of over 900 MPS risk profiled and processed in this way. With the number of MPS on the rise, along with assets in them, we are correspondingly risk profiling a wider universe of solutions, delivering more value in the financial planning process, unlocking capacity and crucially ensuring investment suitability, now and ongoing.”
Eleanor Williams, Partnerships Director at Albemarle Street Partners: “The risk profiling of our ASPIM Growth portfolios by Dynamic Planner further enhances our commitment to providing advisers with robust, risk-targeted investment solutions. Dynamic Planner is an invaluable tool for advisers, enabling them to make informed, risk-aware decisions with confidence. At Albemarle Street Partners, we focus on delivering high-quality investment strategies that help advisers navigate an evolving market while ensuring the best possible outcomes for their clients. The addition of our 11 Growth portfolios to Dynamic Planner further strengthens our support for advisers in achieving client success.”
Albemarle Street Partners is a partner of the upcoming Dynamic Planner 2025 Conference ‘Pioneering Tomorrow’s Technology’ and will be attending the event.
