Research

The Portfolio Suitability Hub in Dynamic Planner allows you to conduct whole of market fund research for OEICs, Unit Trusts, Investment Trusts, ETFs, Life & Pension funds and DFM portfolios. Dynamic Planner provides a number of filters to help you refine fund selection, based on data it collects as part of its Fund Risk Profiling […]

Women are more risk-averse than men, although the traditional gap between the sexes is shrinking, according to new research. Henley Business School has published the pioneering study, using data provided by award-winning digital financial planning and advice company Dynamic Planner, based in neighbouring Reading. Four members of Henley Business School’s faculty and staff exhaustively examined […]