Garraway launches Decumulation Model Portfolio using Dynamic Planner’s Risk Managed Decumulation standards

Advisers using Dynamic Planner’s Risk Managed Decumulation Service (RMD) can now access the Garraway Decumulation Model Portfolio Service. The portfolio is the first decumulation portfolio built specifically to meet Dynamic Planner’s RMD Standard. It has been created using Dynamic Planner’s leading risk-rated portfolio guidelines and assigned a risk rating of 5. Chris Jones, Proposition Director, […]

Balancing risk within a volatility managed portfolio

Accurately target Dynamic Planner risk levels while drawing on the expertise of a proven investment team with Brooks Macdonald’s Volatility Managed Portfolio Service (VMPS) Understanding risk tolerance is a core skill for any financial planner. It’s one of the reasons why more than 6,500 advisers use Dynamic Planner, giving them access to award-winning psychometric risk-profiling […]

Robust, repeatable and reliable

By Bordier UK Centralised investment propositions (‘CIPs’) have been around for some time. The FCA first gave guidance on related product governance requirements, and then enshrined their requirements into the PROD sections of MiFID II. Whilst no regulation specifically states any rules solely for centralised retirement propositions (‘CRPs’), the principles laid down in PROD cannot […]

Drive towards sustainable investing promises improved clarity for clients en route

Jim Henning – Head of Investment Services at Dynamic Planner – outlines the current climate and confusion around the labelling of sustainable investing solutions.

Dynamic Planner creates Sustainability Discussion Guide for advisers

Ahead of the UN Climate Change Conference (COP26), Dynamic Planner has created a white paper style Sustainability Discussion Guide for financial advisers to use with their clients. The foreword has been written by Dr Ben Caldecott, founding Director of the Oxford Sustainable Finance Group at the University of Oxford.

Advice firms have real opportunity under UK Sustainability Disclosure Requirements

By Tribe Impact Capital The announcement of the UK’s proposed Sustainability Disclosure Requirements (SDR), followed by the recent release of the Roadmap for Sustainable Investing, is the latest indication that sustainability will continue to be central to the world of financial advice. For financial advisers, as the SDR are implemented, there’s an enormous opportunity to […]

Inflation – What to make of the current dynamics

By Maria Municchi, Multi Asset Fund Manager, M&G The recent bout of volatility has affected both equities and fixed income markets. In this article, by Multi Asset Fund Manager Maria Municchi, we would like to explain our views on the current interest rate regime and our assessment of the inflation scenario. Recent market movements are […]

Market outlook: Three things to look out for over the next year

As we enter the last quarter of 2021, we believe that these are likely to be the main areas of focus for investors over the next 12 months, writes Maria Municchi, Multi Asset Fund Manager with M&G Investments. Growth and how this is affected by further COVID-19 developments Tapering and the influence of the US […]

Dynamic planner’s Louis Williams named Future Leader in Knowledge Transfer Partnership Awards

Dynamic Planner’s Head of Psychology & Behavioural Insights Louis Williams, has been named as one of the eight Knowledge Transfer Partnership (KTP) Awards’ Future Leader for 2021 Winners. Louis has worked with Dynamic Planner for two years, spearheading a cutting-edge behavioural science and investment initiative with Henley Business School, an alliance formed via the Government-backed […]

Inflation and us

Who are CAM? What do we do? City Asset Management (CAM) exists to increase the real wealth of clients. We achieve this through a rigorous real return investment management process, combined with an exceptional level of personal service. Being outcome focused investors, our core multi-asset investment services are designed to outperform inflation-plus benchmarks over the […]

Dynamic Planner Updates – July 2021

It’s been a busy few months here as the team have been working hard to complete a number of exciting updates and enhancements. Firstly, we’ve added a number of features to our Cash flow tool. Building on the goals feature we released in May, we’ve added a number of new visualisation options to help you […]

How can we help you join up suitability and sustainability?

For those of you who couldn’t join us last month for our sustainable investing events, you may not yet have seen the new sustainability questionnaire in Dynamic Planner. This has been specifically purposed to help you engage with your clients in a structured way, so you can properly understand their level of preferences when it […]

What are your clients really thinking about responsible investing?

By Close Brothers Asset Management In January 2021, Close Brothers Asset Management commissioned Censuswide to survey over 2,000 investors across the UK. Those surveyed had an average of £320,000 invested in a general investment account, stocks and shares ISA, self-invested personal pension or share dealing account. Here, we explore some of the key findings. By […]

The trouble with advisory models…

RSMR has been offering model portfolios since 2012 through a number of partnerships and some of you will know RSMR through using these advisory models. We caught up with RSMR’s Ken Rayner to hear about the problems that some of their advisory model clients have been facing. The dreaded quarterly review “We do receive feedback […]

Dynamic Planner Updates – May 2021

By Joshua Knight, Head of Product It’s been a busy few months! And now, in our May release, we’re excited to release a number of exciting changes. Firstly, our new Sustainability questionnaire is now available for all users. You’ll notice the ‘Risk profiling’ process has been reborn as the ‘Client profiling’ process, with its broader […]

EQ Investors portfolios now risk profiled on Dynamic Planner

Advice firms can now benefit from EQ Investors range of solutions being risk profiled on Dynamic Planner. EQ Investors (EQ) is an award-winning B Corp discretionary fund manager focused on sustainable and impact investing and has been running sustainable portfolios since 2012. EQ offers two sustainable solutions for advisers: Positive Impact (active) and Future Leaders […]

Adding and demonstrating Value with Dynamic Planner

Inflation protection – What’s the right recipe?

The key ingredient for inflation protection may be hiding in plain sight By Steve Russell, Investment Director, Ruffer LLP   Source: Google trends, Ruffer LLP. Figures represent search interest relative to highest point in the period. 100 equals peak popularity, 50 means the term is half as popular. Inflation is in the news again. Many […]

How does our new sustainable investing questionnaire work?

By Louis Williams, Head of Psychology & Behavioural Insights Advice firms aim to optimise their clients’ investment returns. But the potential impact sustainable investing can have can be misjudged, alongside the importance clients place on returns and their sustainability preferences. As sustainable investing, as a subject, considers managing risk, doing well by doing good, reduced […]

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