Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has extended access to a level of precision and detail across 49 asset classes that has until now only been used by Dynamic Planner’s Asset and Risk Modelling team (ARM).

For the past three years, Dynamic Planner’s ARM team have used a set of capital market assumptions within its Asset and Risk Model to calculate the expected returns, volatility and correlation across a range of 49 UK & global equity, bond and alternative asset classes. This is used as part of Dynamic Planner’s Risk Target Managed and Fund Risk Profiling service to provide deep dive analysis of multi-asset fund holdings on an ongoing quarterly basis.

Access to this invaluable insight has now been extended to advice firms using Dynamic Planner. With far more granular asset allocation data than ever before, their customers will benefit from greatly enhanced precision within fund portfolios, resulting in improved recommendations.

Chris Jones, Proposition Director, Dynamic Planner said: “Extending access to the very information that we use within our own models and services to advice firms quite literally puts institutional level asset analysis at their fingertips. This is an incredibly exciting development for us and also central to everything we do. Helping advice firms and their clients understand their risk profile and suitability of the solution is a key aim. This broadening of access across 49 asset classes goes right to the heart of that.”

The wider spectrum of asset class assumptions is being introduced to Dynamic Planner from today 18 October and will be applied to other funds outside the formal risk profiling service. It will provide the ability for more precise risk profiling of advisers’ clients’ current holdings and any recommendations.

More information can be found on Dynamic Planner’s website: www.dynamicplanner.com


Media Enquiries:
Joanne Macklin
PR Manager
Dynamic Planner
07813 192909