Funds
Investors with strong risk appetite place less importance on sustainability, finds Dynamic Planner
Dynamic Planner, the UK’s leading digital financial planning and advice platform, has analysed the data* of almost 17,500 advised investors views on the importance of sustainability. As COP 28 gets underway, Dynamic Planner has found that while investing sustainably remains an important factor, as willingness to take risk increases the importance of sustainability reduces. The […]
To unitise, or not to unitise? That is the question
By Minerva Fund Management Solutions For a number of years, financial advisory firms have operated in an environment that is ever changing and bringing increased challenges to their business model. One challenge is managing a range of client portfolios across a range of clients and asset classes. As a financial advisory firm, it is an […]
Dynamic Planner now risk profiles F&C Investment Trust
Dynamic Planner, the UK’s leading risk based financial planning system, is now risk profiling the world’s oldest collective investment fund, F&C Investment Trust. Launched in 1868, F&C Investment Trust Plc is managed by Columbia Threadneedle Investments with Head of Asset Allocation (EMEA), Paul Niven, being the Trust’s Fund Manager. It is a constituent of the […]
Inflation shift drives dividend focus
The aftermath of the Covid-19 pandemic and a tightening of global supply chains have unleashed an inflationary wave which looks set to drive greater corporate discipline, boost income stocks and increase the importance of dividends to investor returns, says Newton portfolio manager Jon Bell. After years of low interest rates and low inflation, the economic […]
Scottish Widows Platform now live in Dynamic Planner
The Scottish Widows Platform is now live for valuations in Dynamic Planner, the UK’s leading risk based financial planning system. This new integration with the Scottish Widows Platform enables Dynamic Planner users to onboard and value new clients and existing clients in preparation for their client review or cashflow planning, and benefit from the new […]
News from the Dynamic Planner Investment Committee – Sept 2023
Dynamic Planner’s Investment Committee (IC) met on Monday 24 July with the main task of reviewing the inputs and outcomes from the optimisation process for setting the 2023/24 strategic benchmark asset allocations. The IC discussed the anticipation of a ‘return to normal’ for financial markets as yield curves should normalize to an upward slope given […]
PortfolioMetrix Core funds now risk profiled on Dynamic Planner
Dynamic Planner, the UK’s leading risk based financial planning system, has again expanded its universe of risk profiled funds to include PortfolioMetrix’s three Core funds. New to Dynamic Planner, PortfolioMetrix is a discretionary investment manager which helps independent financial advisers to deliver expected outcomes for their clients. PortfolioMetrix builds portfolios that ‘fly in formation’, this […]
Not all MPS invest equally. Avoiding the dangers of ‘group think’
By Casterbridge Wealth Investing is often made to appear more complicated than it needs to be, and sometimes conventional wisdom isn’t really wisdom at all. Nothing proves this more than the damage wrought by bonds during 2022. The so-called ‘risk-free’ asset proved anything but, and bond market falls in the region of 30% would have […]
Are valuations too attractive again to ignore?
By Damien Lardoux, Head of Impact Investing, EQ Investors The level of market volatility seen in 2022 can be disorienting for even the most experienced investors. In challenging markets such as these, we can use valuations to gauge the attractiveness of the stock market over the next few years. With a current valuation multiple of […]
Sustainable investing – Why it’s important to read the label
By Jim Henning, Head of Sustainable Investment When it comes to doing our washing, we all know it’s important to read the clothing labels to avoid any unfortunate mishaps (as well as trying to reduce the water consumption and temperature levels). Similarly, when it comes to sustainable investing, the risk of ‘greenwashing’ has been a […]